Skip to main content

Setting up webhooks

How to enable Marloo webhooks, point them at a URL (including Zapier), and subscribe to document and meeting events.

Written by Liam McGuire

Executive Summary

  • Webhooks connect Marloo to your wider tech stack. When a document, transcript, or meeting synopsis is created in Marloo, a webhook sends it straight to another system.

  • Webhooks are off by default. Turn them on in Settings > Integrations under the Webhooks section.

  • Once on, configure where events get sent and which events to listen for from that same section.

How to get set up

1. Turn webhooks on

Go to Settings > Integrations and find the Webhooks section. Turn on the webhooks switch.

If the switch does not reveal webhook configuration, contact support and include the visible state of the Webhooks section.

2. Tell Marloo where to send events

In the portal, set the URL you want webhooks delivered to. If you're using Zapier, grab the URL from the Catch Hook trigger and paste it in.

3. Pick what you want to listen for

You can subscribe to lifecycle events for documents, meeting summaries, and meeting transcripts. For example, ticking document.updated.v0.1 means your Zap will run every time a document is updated.

4. Check the event catalog

The portal has a catalog showing what each event contains, so you can see the data you'll receive for any event type before you build against it.

Worked Examples

Webhooks can be used to automate workflows across your tech stack. Advisers use this to update their CRM with meeting notes, feed reporting, or notify their team.

See below for example step-by-step guides to using webhooks in Marloo:

1. Draft follow-up emails in Outlook

Automatically turn a Marloo client follow-up into a ready-to-review Outlook draft using Make

What this automation does
When the Client follow-up email template is generated in Marloo, Make creates an Outlook draft addressed to the clients from the meeting. It does not send the email automatically.
​
​Before you start
You’ll need:

  • A Make.com account (Zapier also works)

  • A Microsoft 365 account with Outlook

  • Webhooks enabled in Marloo

  • Email addresses recorded for the clients in Marloo

Set it up

  1. Open the Outlook scenario in Make and select Use this scenario.

  2. Open Microsoft 365 Email – Create a draft email and connect your Microsoft account.

  3. Open the Custom webhook module and create a new webhook. Copy its URL (e.g https://hook.us2.make.com/xxxyyyzzz...).

  4. In Marloo, go to Settings → Integrations → Webhooks. Add the Make webhook URL and subscribe to meeting_synopsis.updated.v0.1.

  5. Select Run once in Make, then generate a meeting summary using a custom Client follow-up email template in Marloo.

  6. Confirm the draft appears in Outlook with the recipients, subject and email body populated, then turn the scenario on.

The draft remains in Outlook for you to review, edit and send.

2. Archive documents to SharePoint

Automatically archive completed Marloo documents in a SharePoint folder using Make.

What this automation does
When a Marloo document reaches Complete, Make saves its HTML content to SharePoint as an .html file. Documents that are still being generated are ignored.
​
​Before you start
You’ll need:

  • A Make.com account (Zapier also works)

  • Permission to upload files to the chosen SharePoint folder

  • Webhooks enabled in Marloo


​Set it up

  1. Open the SharePoint scenario in Make and select Use this scenario.

  2. Open the Custom webhook module and create a new webhook. Copy its URL (e.g. https://hook.us2.make.com/qdjz85hhtoy8o6epw4bxcgv2kpls2xjh).

  3. Open SharePoint – Upload a file, connect your Microsoft account and select your site, document library and destination folder.

  4. In Marloo, go to Settings → Integrations → Webhooks. Add the Make webhook URL and subscribe to document.updated.v0.1.

  5. Select Run once in Make, then complete a document in Marloo.

  6. Confirm the file appears in SharePoint, then turn the scenario on.

Files use the Marloo document name with an .html extension. An existing file with the same name will be replaced.

3. Send a 'Transcript Ready' alert to Teams

Post a message in Microsoft Teams whenever a new Marloo meeting transcript is ready.
​
​What this automation does
When Marloo finishes transcribing a meeting, Make posts the client names and a link to the meeting in your chosen Teams channel. The transcript itself is not posted.
​
​Before you start
You’ll need:

  • A Make.com account (Zapier also works)

  • Permission to post in the chosen Teams channel

  • Webhooks enabled in Marloo

Choose a channel where it is appropriate to display client names.
​
​Set it up

  1. Open the Teams scenario in Make and select Use this scenario.

  2. Open the Custom webhook module and create a new webhook. Copy its URL (e.g. https://hook.us2.make.com/qdjz85hhtoy8o6epw4bxcgv2kpls2xjh).

  3. Open Microsoft Teams – Send a message, connect your Microsoft account and select the team and channel that should receive notifications.

  4. In Marloo, go to Settings → Integrations → Webhooks. Add the Make webhook URL and subscribe to meeting_transcript.updated.v0.1.

  5. Select Run once in Make, then complete a new meeting transcription in Marloo.

  6. Confirm the message appears in Teams, then turn the scenario on.

Feedback

If you hit anything unexpected, or have ideas for events you'd like to see covered, send it to [email protected].

Did this answer your question?