Fire a webhook when a qualified lead doesn't book a meeting
released
Taylor Jennings
Webhooks today only fire when a meeting is scheduled. When a lead fills out a form, is shown a scheduler, but doesn't complete a booking, no webhook fires. External workflows that depend on knowing about non-booking events, such as triggering a follow-up sequence, have no signal to act on.
Requested behavior: Add a webhook event that fires when a qualified lead is presented with a scheduler but does not complete a booking, including the lead's details and the router they were shown.
Why it matters: Non-booking events are high-value signals for downstream automation. Without a webhook for this case, teams can't trigger follow-up flows automatically and have to rely on polling or manual intervention.
Taylor Jennings
updated the status to
released
This is possible using an Orchestrator Flow. To set it up,
- Create a new Orchestrator flow with Trigger - On a Chili Piper Event, Meeting Booked (or Not Booked)
- Add an 'HTTP Request node'
- Specify the JSON body - we recommend copying the 'Webhook Request Body (Schema)' in this support article (https://help.chilipiper.com/hc/en-us/articles/39402611091475-Custom-Webhook-Configuration) and pasting it into 'Define from Sample' (you'll need to delete the link in the 'meeting description' row)
- Update the variables for each data point
I recommend following along with this video (https://share.zight.com/xQuXe1mQ). We will be enhancing these capabilities over time, including by adding things like Templates.
If you'd like access to Orchestrator, or have any questions, please email taylor@chilipiper.com.
N
Noah Kruse
Could not agree more.