New in version 3.4
Integrate without code: webhooks and Handlebars templates
Not every integration needs a plugin. If your line-of-business or cloud application has a REST API, PRO Server can call it straight from a rule with the Run webhook action, and turn the JSON it answers into the text or values you need with Run Handlebars template. No DLL to build, nothing to install on the server.
1
Run webhook: send the invoice
- Full URL
https://erp.example.com/api/v1/invoices?source={EMAIL_FROM}- Method / Content Type
POST, application/json- HTTP Headers
Authorization: Bearer <your token>- Include files
- from parent action (the PDF the rule saved)
- Save response in field
{RESULT_1}- Timeout / Num retries
- 30 seconds, 3 retries
Payload, with the email's fields and an extracted value:
{
"supplier_email": "{EMAIL_FROM}",
"subject": "{SUBJECT}",
"invoice_no": "{INVOICE_NO}",
"received": "{DATE[yyyy-MM-dd]}",
"file_name": "{FILENAMEEXT}",
"message_id": "{MESSAGE_ID}"
}Fields inside quotes are JSON-escaped, so a subject such as Invoice "1001" for A&B keeps the JSON valid, and {EMAIL_FROM} is URL-encoded in the address. With a file, the request is multipart/form-data: the payload in a part named payload, the PDF in a part named file.
2
The ERP answers
{
"id": "AP-2026-0412",
"status": "pending_approval",
"supplier": { "name": "Contoso Ltd" },
"total": "1290.00",
"approver": "finance@acme.example"
}The body goes into {RESULT_1}. A busy or unreachable ERP (no answer, HTTP 408, 429 or 5xx) is tried again after 2, 4 and 8 seconds. If it still fails, the call shows as failed and the rule's error actions run.
3
Run Handlebars template: write it your way
Source variable (the JSON to read):
{"erp": {RESULT_1}, "subject": "{SUBJECT}"}Template:
Invoice {{erp.id}} from {{{erp.supplier.name}}}: {{erp.total}} EUR
{{#if erp.approver}}Waiting for {{erp.approver}}{{else}}Booked{{/if}} ({{{subject}}})Output variable {ERP_LINE} becomes:
Invoice AP-2026-0412 from Contoso Ltd: 1290.00 EUR
Waiting for finance@acme.example (Invoice "1001" for A&B)
4
Use the answer in the next actions
Add actions under the template and they run with its result: Send email to the accounts team with {ERP_LINE} as the subject, rename the PDF to {ERP_ID}.pdf with a second template ({{id}} from {RESULT_1}), or save the ERP's ID next to the email with Save to database.
✓
Check it before it runs
Test webhook sends one call with the settings on screen and a sample email's values, and shows the answer. "Test this rule..." runs Handlebars templates and says what a webhook would do (Would call POST erp.example.com) without calling it.
