Webhook Automate

Webhook Automate streamlines the process of handling inbound calls by integrating with Google Sheets to fetch user data based on phone numbers. It automatically populates dynamic variables for voice agents, ensuring personalized responses. This workflow enhances efficiency and accuracy, allowing agents to deliver tailored interactions effortlessly.

7/8/2025
7 nodes
Simple
webhooksimplerespondtowebhookgooglesheetssticky noteintegrationapi
Categories:
Simple WorkflowData Processing & AnalysisWebhook Triggered
Integrations:
RespondToWebhookGoogleSheetsSticky Note

Target Audience

This workflow is ideal for:
- Voice Agent Developers: Those building voice agents with Retell who need to dynamically fetch user information based on phone numbers.
- Customer Support Teams: Teams looking to enhance their call handling by providing personalized responses based on caller data.
- Business Analysts: Individuals who wish to analyze call data and user interactions efficiently.
- Small Business Owners: Owners who want to automate customer interactions without extensive technical knowledge.

Problem Solved

This workflow addresses the challenge of automating the retrieval of user data during inbound calls. It enables voice agents to:
- Dynamically populate user information during calls, enhancing the customer experience.
- Reduce manual data entry, saving time and minimizing errors.
- Integrate seamlessly with Google Sheets, allowing for easy updates and management of user data.

Workflow Steps

  • Webhook Trigger: The workflow starts when a POST request is received at the specified webhook URL, which is set up to handle inbound calls from Retell.
    2. IP Whitelisting: The webhook filters requests based on a whitelisted IP address to ensure security.
    3. Data Extraction: The workflow extracts relevant information from the incoming webhook, particularly the caller's phone number.
    4. Google Sheets Query: It queries a Google Sheet to find the user associated with the provided phone number, retrieving necessary details such as first name, last name, and email.
    5. Response Formatting: The workflow formats the retrieved data into a JSON response that matches Retell's expected structure.
    6. Respond to Webhook: Finally, it sends the formatted response back to Retell, allowing the voice agent to use the dynamic variables in the call.

    • Customization Guide

    To customize this workflow:
    - Modify Webhook Path: Change the webhook path in the Webhook node if needed to fit your application's structure.
    - Update Google Sheets: Replace the Google Sheets document ID and sheet name with your own to pull user data from your preferred source.
    - Adapt Response Structure: Modify the response body in the Respond to Webhook node to align with your specific dynamic variables and requirements.
    - Change IP Whitelist: Adjust the IP whitelist settings in the Webhook node to include the necessary IP addresses for your environment.