Form Submission WebHooks in The BOS
Many web forms allow you to specify a webhook. This is a URL that a copy of the data contained in the form is submitted to and it doesn't alter anything else about form operation. For example: if you currently get an email on each form submission then that will continue to happen, there is just another thing happening as well when a form is submitted.
The two main things The BOS can do with form submissions is:
- Collect the form submission data and save it in The BOS so that users can see the form data when looking at patient or lead details.
- Trigger an event like "create a new lead"
If you are using Contact Form 7 then there is specific instructions for integrating with The BOS.
We support multiple other systems as well, and can easily add support for most types of webhook payloads if it isn't already supported.
Details we require:
- First and Last name (either one field for 'full name' or two separate fields)
- Email (required as this is how we link the data to patients internally)
- Form name (EG: 'Contact Us' or 'EP - Register your Interest', anything to identify which form on your website it is)
Optional fields:
- Phone number
- Comments
- Any other fields you want to collect
- URL of page containing form
The easiest way to get set up is to log a support ticket and we will provide a test webhook address. This will just collect the data from your webhook and we can then map the fields correctly. From here we will ask if you want a lead created or just the data collected.