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This page explains the setup steps for the “Webhook Sync Template”. This template lets you receive Webhooks from external systems (HRIS, IdP, custom tools, etc.). It uses these Webhooks to automate identity management.

Prerequisites

Before setting up Webhook-based automation, confirm the following:

Template Overview and How to Choose

We offer six pre-built Webhook sync templates to match your needs. Screen showing overview cards for the six Webhook sync templates arranged in two columns

Setup Steps

  1. Go to Automation > click [Create Automation].
  2. Select a Webhook template from the dialog.
    1. Real-Time Identity Sync: Click [Use Real-Time Sync].
    2. External Onboarding Sync: Click [Use Webhook Trigger].
    3. External Offboarding Sync: Click [Use Webhook Offboarding].
    4. Salesforce Field Mapping: Click [Use Salesforce Field Mapping].
    5. Conditional Onboarding: Click [Use Conditional Onboarding].
    6. Webhook Relay: Click [Use Webhook Relay].
  3. In the “Builder” screen, configure “1. Webhook” under the “Settings” tab. You can also refer to the “Documentation” tab for details. Copy and save the URL from “Webhook URL” and the secret from “Webhook Secret”. Then configure the copied URL and secret in your sending system and publish.
    Webhook Secret: It is only displayed once when generated. If you regenerate it, you must also update the secret in your sending system’s configuration.Note during test execution: Do not close the sidebar. Closing it interrupts the listening session, and you must restart by clicking [Start Webhook Test] again.
    Webhook test reception screen
  4. After “1. Webhook”, the screens displayed differ per selected template. Refer to the linked instructions for details.
    1. Real-Time Identity Sync: “Data Mapping” > “Identity” > “HTTP Request”
    2. External Onboarding Sync: “Data Mapping” > “Identity” > Service Selection (Parallel Execution) > Notification
    3. External Offboarding Sync: “Data Mapping” > Service Selection (Parallel Execution) > “Identity” > Notification
    4. Salesforce Field Mapping: “Identity”
    5. Conditional Onboarding: “Identity” > Service Selection (Parallel Execution) > Notification
    6. Webhook Relay: “HTTP Request”
  5. Once all checks in the “Builder” turn green, click [Publish] or [Dry Run]. Builder publish button
  6. The “Confirm Workflow Automation Settings” screen appears. Enter an automation name and click [Publish]. Note: You cannot reuse a name that is already registered for the automation name. Workflow publish confirmation screen
  7. When “Workflow has been published” is displayed, click [OK]. Workflow publish complete screen

Data Mapping

Select “Data Mapping” in the “Builder” screen to see a list of standard identity fields and your custom identity fields. Click [Auto-fill from Sample Payload] to automatically infer each field based on the keys received during the test. Matching priority is exact match, then prefix/suffix match.
Be sure to review the content before saving. Fields that were not matched are left blank and are skipped at runtime.To override, click a field and select a variable from [Insert Variable]. Alternatively, directly enter the path (e.g., {{trigger.user_displayName}}) to override.Only one {{trigger.X}} can be set per field. Entering multiple values makes the field invalid.
Target: Currently, only “identity” can be selected. Field Mapping: Defines the conversion rules from the data source to the target fields. Custom fields can also be configured. Data mapping settings screen

Identity

In the “Builder” screen, under “3. Identity”, perform the following actions on the target user. Identity settings screen

Service Selection (Parallel Execution)

  1. Under “Parallel Execution”, click [+ Add Another Service] to add the services you want to configure in the workflow. Parallel execution - Add service screen
  2. Select the service shown under “Provisioning” or “Deprovisioning”. The displayed services are those preconfigured (mapped). If configuring multiple services in the workflow, turn on “Multiple Selection”.
  3. On the “Parallel Execution” screen, click a selected service to display the “Settings” panel on the right. Select “Service Settings - Workspace Name” from the dropdown. To configure multiple services, click [+ Add Another Service].

Notification

  1. Under “Notification”, click [+ Add Another Notification].
  2. On the “Message” screen, select the notification method “Slack/Email”. If you want to set up multiple notifications, turn on “Multiple Selection”. For Slack setup steps, see Notification Method “Slack” Setup Instructions.
  3. On the “Notification” screen, click the selected message to display the “Settings” panel on the right.

HTTP Request

In “4. HTTP Request”, if a callback to an external API is needed, configure the method (POST, etc.) and endpoint URL. Configure the sender to send Webhooks in the following format:

Automatic Execution and How to Verify

This workflow does not need to be started manually. It runs automatically each time it receives a signed POST request. When a valid request reaches the Webhook URL, it immediately validates the “timestamp” and “signature”. Once validation passes, it saves the payload and starts the workflow in the background. You can verify the payload values actually used in the latest execution in the following locations:
  • Editor: View actual values in the variable picker.
  • Execution Details: Detailed data of expanded values is displayed in the Variable Resolution panel.

Steps to Verify Operation

Check the “Run” and “Log” tabs to verify that the built workflow is operating correctly. Open the “Run” and “Log” tabs to see detailed information. This includes “Received Payload”, “Resolved Variables”, and “Success/Failure of Each Action”. Send real data (or use the debug panel) from your sending system. Then verify that the status progresses from Pending to complete. Also verify that identity creation and notifications occur as expected.
If execution does not progress from Pending: This may not be a configuration error, but rather a system-side queuing issue.

Troubleshooting

Last modified on August 10, 2026