Send submission data with webhooks

Webhooks are automated messages sent from one application to another. Simply put, they are the easiest way to notify or send a message to another application when something happens in Omnitrack. You can send submission data to any receiving application, opening up a world of possibilities in integrating Omnitrack with your wider technology environment.

The following is an example of how you can integrate your AML onboarding workflow with Intapp using a webhook.

Start by setting up an automation that will send submission data from Omnitrack to Intapp when a new submission comes into the AML onboarding form.

Go to ‘Edit form’ >> ‘Automations’ >> ‘Add automation’. Give your automation a title such as ‘Send new submissions to Intapp’. Next, set the trigger to ‘When a form is submitted’. 

Scroll down to the Actions section of the automation and select the action called ‘Send to webhook’. A new field will appear where you can paste your unique webhook URL. This URL tells Omnitrack where the submission data should be sent. 

Create admin permissions based on submission values

The Form Admins page has a whole new look and gives you more control than ever before. Easily determine which submissions an admin can access through the new permissions builder. The builder includes filtering by groups, by form field values, by flags, and by assigned users. 

In the example below John is an admin who can view submissions for external suppliers who have indicated that they are an LLC. 

Bug fixes

• The submissions drawer will now reload when changes are saved and display the updated version of the form. 
• Fixed an issue on PDF exports where rectangular logos were appearing small and distorted. 
• Fixed an issue where some emails did not send out when triggered by a custom button.
• Fixed an issue where clicking the back button from ‘Edit report’ landed the user on a ‘No access’ page.
• Fixed an issue where form logic referencing a number field was not working.
• Fixed an issue where the form builder became jumpy where multiple drop-down questions appeared in a row.
• Fixed an issue where bulk changing submissions with Yes/No fields did not work.