Webhooks 101: Automating Workflows with Sigma

Table of contents
Partner with
Aimpoint Digital
Meet an Expert

Sigma empowers users to explore, analyze, and use data in meaningful ways, serving as a powerful platform for insights and data driven decisions. Sometimes, though, organizations need to facilitate data transfers between systems to further streamline operations or automate workflows. That’s where Export to Webhooks comes in.  

Webhooks seamlessly connect Sigma to external systems, processing data as a complete collection or aggregated snapshot, rather than row by row. This is critical for scenarios where holistic data processing is required, such as triggering advanced modeling workflows, running scheduling applications, or initiating multi-step data transformations. With webhooks, Sigma users can enhance their workflows, enabling real-time data sharing without relying on manual exports or batch processes.

By pairing Sigma’s robust analytics capabilities with the versatile options of webhooks in your workflows, you can unlock even greater potential of your data.  

What is a Webhook?

At its core, a webhook is an automated, event-driven HTTP callback. When a specified event occurs in Sigma, the webhook sends a pre-configured payload of data to an external URL in real time. Think of it as Sigma saying, “Hey external platform, here’s the data you need—do something with it!”

Unlike traditional APIs, which require repeated polling for data updates, webhooks are proactive, notifying external systems the moment an event is triggered. This makes them ideal for use cases that require instant action or seamless integration between platforms.

How Do Webhooks Work in Sigma?

Sigma’s webhook feature allows users to export data or trigger external processes based on specific actions in a workbook, such as clicking a button or scheduling an export. Here’s an overview of how they function:

  1. Event Triggered in Sigma
    Webhooks are activated by user-defined events in Sigma, such as data updates, scheduled exports, or manual interactions (e.g., clicking a "Run Process" button).
  1. Data Sent to External System
    When triggered, Sigma sends a package of data to the specified webhook URL. This data could include a subset of a table, the results of a query, or metadata about the export.
  1. Data Processed in Cloud Provider
    The receiving system—whether it's a cloud platform like Databricks, Snowflake, or a custom API—processes the data and executes further actions, such as running a machine learning model, updating a database, or generating a report.

Why Use Webhooks in Sigma: Real-World Scenarios

Webhooks are a powerful feature that extends Sigma's capabilities, enabling users to automate workflows, integrate with other systems, and take immediate action based on their data. Here are some scenarios where webhooks can improve your data workflow:

  1. Simplifying Complex Decisions
    Webhooks democratize access to advanced workflows, not coding skills required. For example, a store manager would like to optimize next month’s shift schedule based on standard availability and time off requests. Answering this question requires cross-referencing the availability across multiple team members which could be a timely manual process. Instead, a webhook could send everyone’s schedule to an optimizing algorithm and return a schedule to be adjusted if needed in an Input Table.  
  1. Streamlining Data Pipelines
    Imagine you're running a business intelligence pipeline that processes aggregated sales metrics every night. With webhooks, you can schedule Sigma to send a complete dataset to your cloud data warehouse, automatically kicking off downstream processes like data enrichment, predictive modeling, or report generation.
  1. Making Real-Time External Adjustments
    Say you're managing inventory for a retail business, and you need to respond to sudden changes in demand. By adding a button to your Sigma dashboard, you can trigger external processes like updating inventory levels in your external warehouse system or recalculating supply forecasts, ensuring you're always prepared for unexpected spikes or dips.
  1. Automating External Reporting and Notifications
    For compliance reasons, your team needs to send detailed financial or operational reports to an external shared drive regularly. Manually exporting and distributing these reports can be a tedious task. By using a webhook, you can automatically export a summary from Sigma to the shared drive, ensuring you meet regulations without requiring extensive effort from your team.

If your workflows rely on timely, aggregated data or require seamless integration between Sigma and other platforms, webhooks might be the solution you need. They are ideal for scenarios where real-time actions, automated processes, or multi-system data sharing is essential.

Getting Started with Webhooks in Sigma

Using webhooks in Sigma is straightforward. Here’s a quick overview of the setup process:

  1. Prepare a Webhook Receiver
    Identify or create an endpoint to receive Sigma’s webhook data. This could be a REST API, a cloud function, or a third-party service like Zapier.
  1. Configure the Webhook in Sigma
    1. Navigate to your dashboard or worksheet.
    2. Define the export action—scheduled or on-demand—and specify the webhook URL.
    3. Choose the data payload to send (e.g., entire tables, filtered results).
  2. Test the Integration
    Trigger the webhook and confirm that the receiving system processes the data correctly. This ensures the workflow operates smoothly.

Summary

Webhooks are a powerful extension for data teams using Sigma, by bridging the gap between data visualization and actionable processes. By enabling real-time data sharing and system integration, webhooks transform Sigma dashboards into dynamic tools that empower analysts and streamline workflows.

In the next blog, we’ll dive into a specific use case: how Sigma webhooks can trigger long-running data processes in Databricks and Snowflake. Stay tuned!  

FAQ

What is the difference between a Webhook and an API?

A webhook in Sigma is event-driven, automatically sending data to an external system the moment a specific event occurs, like a scheduled export or a button click, making it ideal for real-time automation. In contrast, an API is request-driven, requiring an external system to explicitly call Sigma to fetch data or perform actions as needed. Webhooks are best for triggering workflows proactively, while APIs are suited for on-demand interactions where external systems control the timing of data exchanges.

What types of systems can receive data from a Sigma webhook?

Sigma webhooks can connect with any system that has an HTTP endpoint to receive requests. This includes cloud platforms (e.g., Databricks, Snowflake, AWS), custom APIs, third-party automation tools like Zapier, or even serverless cloud functions.

Are webhooks secure?

Sigma supports HTTPS for secure communication, ensuring that your data is encrypted in transit. Additionally, you can configure authentication mechanisms (e.g., API keys, tokens) to secure your webhook endpoints.

Who can use webhooks in Sigma?

There are two primary settings to control who can use webhooks in Sigma. First, the user must have an account type with Export to webhook permission enabled. Second, the user must also be granted Can explore or Can edit permission for the workbook triggering the export.

Author
William Wirono
William Wirono
Senior Data Scientist
Read Bio

Let’s talk data.
We’ll bring the solutions.

Whether you need advanced AI solutions, strategic data expertise, or tailored insights, our team is here to help.

Meet an Expert