Webhooks Guide - How to Connect PraxPilot with Zapier or Pabbly

Use webhooks to automatically send data into PraxPilot or send protocol data to other tools like Google Sheets, Slack, or your CRM.

What are Webhooks?

Think of webhooks as:

• Inbound webhook → sends data INTO PraxPilot

• Outbound webhook → sends data FROM PraxPilot

🚀 PART 1 — Send Data INTO PraxPilot (Create Cases Automatically)

Use case examples

• Typeform submission → creates a case

• Google Form → creates a case

• Zapier automation → creates a case

Step 1 — Copy your PraxPilot webhook

Go to: Settings → Webhooks → Inbound Webhook

Copy:

• Endpoint URL

• Webhook Secret

Step 2 — Create a Zap in Zapier

1. Click Create Zap

2. Select a trigger (e.g. Typeform, Google Sheets)

3. Set up your trigger

Step 3 — Send data to PraxPilot

1. Choose Webhooks by Zapier

2. Select POST

Step 4 — Configure the Webhook

URL:
Paste your PraxPilot Endpoint URL

Payload Type:
JSON

Data:

{
  "case_label": "CASE-001",
  "patient_identifier": "Patient A",
  "primary_complaint": "Chronic fatigue",
  "age": 35,
  "sex": "female",
  "symptoms": ["Fatigue / Low Energy", "Brain Fog"],
  "clinical_notes": "Fatigue for 1 year, worse in afternoon"
}

Headers:

X-Webhook-Secret: YOUR_SECRET

Step 5 — Test

Click Test step → You should see a new case in PraxPilot.

“Webhook imports create draft cases for review. If any required fields are missing, PraxPilot will prompt you to complete the intake before generation.”

⚙️ PART 2 — Send Data FROM PraxPilot (When Protocol is Exported)

Use case examples

• Save protocols to Google Sheets

• Send Slack notifications

• Store data in CRM

Step 1 — Create Webhook in Zapier

1. Create a new Zap

2. Select Webhooks by Zapier

3. Choose Catch Hook

4. Copy the webhook URL

Step 2 — Add URL in PraxPilot

Go to: Settings → Webhooks → Outbound Webhook

Paste the Zapier webhook URL and click Save URL

Step 3 — Trigger

Export any protocol PDF in PraxPilot

Step 4 — Capture Data

In Zapier, click Test Trigger

{
  "event": "protocol_exported",
  "case_label": "CASE-001",
  "patient_identifier": "Patient A",
  "protocol_data": { ... }
}

Step 5 — Use the Data

• Send to Google Sheets

• Send Slack alerts

• Save in CRM

🔁 PART 3 — Pabbly Setup

Inbound (to PraxPilot)

• Trigger → your app (form, sheet, etc.)

• Action → Webhook (POST)

• URL → PraxPilot endpoint

• Add header: X-Webhook-Secret

• Send JSON payload

For example, a Typeform intake automatically creates a draft case in PraxPilot before a patient visit.

Outbound (from PraxPilot)

• Create webhook trigger in Pabbly

• Copy webhook URL

• Paste into PraxPilot outbound webhook

• Export protocol → data is sent automatically

Automatically send protocol data to Google Sheets or Slack after export.

🧪 Example Payload

{
  "case_label": "CASE-001",
  "patient_identifier": "Patient A",
  "primary_complaint": "Chronic fatigue and hormonal imbalance",
  "age": 38,
  "sex": "female",
  "symptoms": [
    "Fatigue / Low Energy",
    "Brain Fog",
    "Hormonal Imbalance",
    "Sleep Disturbance"
  ],
  "lab_markers": [
    {
      "marker_name": "Ferritin",
      "value": "18",
      "unit": "ng/mL",
      "reference_range": "20-200"
    },
    {
      "marker_name": "Vitamin D",
      "value": "28",
      "unit": "ng/mL",
      "reference_range": "40-80"
    }
  ],
  "clinical_notes": "18-month history of persistent fatigue. Reports waking unrefreshed. High-stress occupation."
}

⚠️ Common Mistakes

• Missing header → must include X-Webhook-Secret

• Wrong payload type → must be JSON

• Not testing → always test first

💡 Pro Tips

• Start simple (symptoms + notes)

• Add more fields later

• Use Zapier filters to control triggers

🧠 Summary

• Inbound webhook = create cases automatically

• Outbound webhook = send protocol data anywhere

This lets you automate your entire workflow.