Webhooks – Quick Start Guide
Webhooks allow you to automatically send notifications or data when a form reaches a specific status in Salus. Webhooks can send information via email, URL, or SMS (Canada only).
Use this guide to quickly create your first webhook.
Create a webhook
- In the Salus web app, open Company Settings (top-right corner).
- Select the Webhooks tab.
- Click + Add Webhook.
Step 1: Choose the trigger event
Select when the webhook should fire based on form status:
- On Create – Sent when a form is created on the server
- On Pending – Sent when a form enters Pending review
- On Complete – Sent when a form is completed or approved
Note: Forms created while offline won’t trigger a webhook until the device reconnects and the form is created on the server.
Step 2: Select form or form type
Choose what the webhook applies to:
- Form – Triggers only for a specific form template
- Form Type – Triggers for all forms of a selected type
Step 3: Choose delivery method
Select how the webhook is sent:
- URL
- SMS – Canada only (must be enabled for your company)
Callout: If you don’t see SMS as an option, it may not be enabled for your company.
Email options
If Email is selected, choose who receives the notification:
- Custom Email – Any email address
- User – A specific company user
- Role – All users assigned to a role
Optional: Custom email template
You can enable a custom email template to:
- Customize the subject and message
- Insert dynamic variables (for example, form name, site, user, or a link to the form)
Tip: Use the Insert menu above the template editor to add variables.
For more information see the related article here.
URL webhooks
If URL is selected:
- Enter a destination URL.
- Salus sends the webhook payload to that endpoint.
URL webhooks are commonly used for integrations with tools that support webhook capture (for example, Slack, Notion, or automation platforms).
Optional: Limit by site
- Leave Site blank to trigger the webhook for all sites.
- Select a Site to trigger only for forms submitted at that location.
Save the webhook
Click Save to activate the webhook. The webhook will now trigger automatically when the selected event occurs.