Pass data from a bot flow to an automation

The bot builder handles conversations. The automation builder handles logic, sequences, and integrations. This guide shows how to pass data from one to the other: a bot collects information from the user, then fires a webhook to hand that data to an automation that does the heavy lifting.

Step 1: Create the webhook trigger in the automation builder

Go to Automation Builder → Create Workflow.

Click + → Webhook as the trigger.

Select Custom Webhook.

Enter a title for the webhook.

Click Generate Hook.

Copy the generated Webhook URL.

Step 2: Call the webhook from the bot

Go to your bot flow and find the step where you want to hand off to the automation.

Add a node → Automation App → External API Call.

Set method to POST.

Paste the Webhook URL from Step 1.

Set Body Type to JSON.

Build the JSON body using variables from the bot conversation.

Click Run to send a test payload, then Save.

{
  "customer_number": "{{whatsapp_number}}",
  "name": "{{customer_name}}",
  "enquiry_type": "{{selected_option}}"
}

Step 3: Capture the data in the automation

Go back to the automation in the Automation Builder.

Click Capture Incoming Webhook.

The automation will wait for a real webhook to arrive.

Trigger the bot flow (send the keyword to your WhatsApp number).

Once the bot reaches the API call step, the webhook fires.

Click Show Received Data in the automation builder to verify the payload arrived correctly.

Save the automation. It is now ready to use the incoming data in subsequent steps.

What to do next in the automation

After receiving the data, the automation can send a follow-up WhatsApp message to the customer, update a CRM record, trigger a drip campaign, or call another external API — all with the data from the bot conversation.

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Pass data from a bot flow to an automation

Step 1: Create the webhook trigger in the automation builder

Step 2: Call the webhook from the bot

Step 3: Capture the data in the automation

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