Webhooks & Workflow Automation

Connect Opulent to 8,000+ apps with no-code triggers — or fire tasks from any system via webhook

What it is

Opulent can be triggered from any external system. When something happens in one of your tools — a new lead in your CRM, a form submission, a calendar event, a new Stripe payment — Opulent can automatically execute a task in response.

Two ways to set this up:

Webhooks — Send an HTTP POST to your Opulent webhook URL from any system
Zapier — Use visual no-code workflows connecting 8,000+ apps to Opulent without writing code

Why This Matters

Most automation tools move data. They can't think, research, or create.

Combining external triggers with Opulent gives you intelligent automation:

Traditional Automation	Opulent + Triggers
`"When X happens, copy data to Y"`	`"When X happens, have Opulent research, analyze, create, and deliver results to Y"`
New lead → add to spreadsheet	New lead → research company → score → draft personalized email → add to CRM
New ticket → assign to queue	New ticket → analyze issue → suggest resolution → draft response for agent review
New order → send confirmation	New order → create personalized follow-up → recommend complementary products

Webhooks

Your Opulent Webhook URL

Go to Settings → Integrations → Webhooks to get your webhook endpoint:

POST https://artful-fly-108.convex.site/webhook/tasks
Authorization: Bearer YOUR_API_KEY

Payload Format

{
  "task": "Research {{company_name}} and create a pre-meeting brief. Include: employee count, recent funding, key stakeholders, and likely pain points.",
  "variables": {
    "company_name": "Acme Corp"
  },
  "output": {
    "slack_channel": "#sales-prep",
    "email": "team@company.com"
  }
}

Example: CRM New Lead → Research

When a new lead is added to Salesforce, your CRM fires a webhook to Opulent:

{
  "task": "Research this company and score the lead 1-10 based on our ICP criteria (B2B SaaS, 50-500 employees, US). Post score and brief to #new-leads in Slack.",
  "variables": {
    "company": "Acme Corp",
    "contact": "John Smith, VP Sales",
    "email": "john@acmecorp.com"
  }
}

Zapier Integration

Zapier lets you connect Opulent to 8,000+ apps with a visual, no-code interface. If a tool you use supports Zapier, you can trigger Opulent tasks from it without any code.

Setting Up a Zap

Go to zapier.com and create an account
Create a New Zap
Choose a Trigger — the app and event that starts the workflow
Add Opulent as the Action — search "Opulent" and select "Create Task"
Connect your Opulent account
Write the task prompt (can include dynamic data from the trigger)
Test and activate

Popular Workflow Examples

1. Meeting Preparation

Trigger: New Calendly meeting scheduled
Prompt: "Research {{attendee_company}}. Find: employee count, recent news,
        {{attendee_name}}'s role and background, and likely priorities.
        Create a pre-meeting brief and post to #sales-prep in Slack."

Result: You walk into every meeting fully prepared — automatically.

2. Lead Qualification

Trigger: New lead in HubSpot or Salesforce
Prompt: "Research {{company_name}}. Score 1-10 based on: company size,
        industry fit, tech stack indicators, and recent funding signals.
        Update the CRM record with score and research notes."

Result: Every new lead is enriched and scored before a rep touches it.

3. Form Submission Analysis

Trigger: New Google Forms response
Prompt: "Analyze this feature request from {{submitter_name}}:
        {{response_text}}
        Categorize it, estimate impact, and add to our Notion product backlog
        with a priority recommendation."

Result: Every request is triaged before the PM sees it.

4. Support Ticket Triage

Trigger: New ticket in Zendesk or Intercom
Prompt: "Analyze this support ticket: {{ticket_text}}
        Categorize the issue type, check our knowledge base for existing solutions,
        and draft a suggested response. Post to #support-queue in Slack."

Result: First-response drafts are ready before a support agent picks up the ticket.

5. Meeting Transcript Processing

Trigger: New Zoom/Fireflies transcript available
Prompt: "Summarize this meeting transcript: {{transcript_url}}
        Extract: key decisions, action items with owners, and open questions.
        Post to the project Notion page and send action items to each owner via email."

Result: Meeting notes and action items distributed automatically after every call.

6. E-commerce Post-Purchase

Trigger: New order completed in Shopify
Prompt: "Create a personalized follow-up email for {{customer_name}} who just
        purchased {{product_name}}. Include: 3 usage tips for their specific product,
        a relevant complementary product recommendation, and a request for review."

Result: Intelligent, personalized post-purchase engagement at scale.

7. Scheduled Intelligence Reports

Trigger: Schedule by Zapier — Every Monday at 9 AM
Prompt: "Research our 5 main competitors for updates from the past 7 days:
        new product launches, pricing changes, job postings, and press mentions.
        Create a weekly competitive intelligence report and post to #competitive-intel."

Result: The team starts every Monday with a fresh competitive update.

Available Actions

Action	Description
Create Task	Trigger a new Opulent task with a custom prompt
Get Task Status	Check if a task is complete and retrieve its output
Update Task	Modify task properties
Delete Task	Remove a task

Tips for Effective Triggers

Use dynamic data from the trigger:

✅ "Research {{company_name}} from the meeting. Find {{attendee_name}}'s background."
Dynamic variables make every triggered task personalized and relevant

Be specific in prompts:

✅ "Create a brief with: company size, funding history, key decision makers, and 3 conversation starters"
❌ "Research this company" — too vague for consistent results

Add filters for precision:

Trigger: New email in Gmail
Filter: Subject contains "partnership inquiry" AND sender not in team domain
Action: Opulent researches sender's company

This prevents unnecessary task creation and focuses on high-value triggers.

Chain Zapier actions after Opulent:

Trigger: New form submission
Action 1: Opulent creates analysis
Action 2: Add Opulent result to Google Sheet
Action 3: Notify Slack

Common Questions

Does webhook triggering cost extra? Webhook and Zapier-triggered tasks consume the same credits as manually triggered tasks. No additional per-trigger fee.

Can I use webhooks without Zapier? Yes. Any system that can send an HTTP POST can trigger Opulent directly — no Zapier required.

How do I get results back into the triggering system? Specify an output destination in the task prompt ("post to Slack", "update Salesforce record", "email to...") and connect the relevant connectors.

Can Opulent trigger webhooks outbound (not just receive them)? Yes. As part of a task, the agent can POST to external webhook URLs as a delivery mechanism.

What's the latency on webhook-triggered tasks? Tasks begin processing within seconds of receiving the webhook. Completion time depends on task complexity.