> For the complete documentation index, see [llms.txt](https://docs.docbits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.docbits.com/administration-and-setup/workflow/cards-overview/https-request-guide.md). # Send HTTPS Request *** Add this card to the **Then** group of the Workflow Builder — the actions that run once the When/And conditions match:
Workflow Builder canvas with When, And and Then card groups

The Send HTTPS Request card is added to the Then group via Add Card.

*** ## 📌 Version Information **Current Version:** v2 (Latest & Recommended) **Status:** ✅ Active **Version History:** * v1 → Simple HTTP request (no longer recommended) * **v2 → CURRENT** (added multi-language support) **What Changed:** v2 added internationalization (i18n) support. Core webhook/request functionality remains unchanged. 📖 [Version History & Changes](https://github.com/Fellow-Consulting-AG/docbits/blob/main/readme/administration-and-setup/changelog/release.md#2-https-request-https_request) | [Complete Card Database](https://github.com/Fellow-Consulting-AG/docbits/blob/main/readme/DocFlow/docs/card_version.md) *** ## Purpose This card sends a secure message to a website or service and can receive a response back. It's simpler than the "Call API" card and is useful for quick integrations. **Real-world example:** Send invoice data to your accounting system, or ask an external system if an employee is approved to process this purchase. *** ## When to Use This Card Use this card when you need to: * Send webhook notifications to external services * Trigger actions in other systems * Query a simple web service * Send status updates to other applications * Perform simple integrations without complex API requirements *** ## How It Works 1. **Trigger Check**: System checks if the "Where" and "And" conditions are met 2. **Build Request**: System prepares the HTTPS request with your parameters 3. **Send Securely**: Data is sent using secure HTTPS connection 4. **Receive Response**: External service responds 5. **Continue**: Workflow proceeds with the response data *** ## Parameters ### URL The website address to send the request to **Example:** `https://webhook.company.com/process` ### Headers Special instructions for the recipient **Example:** ``` Content-Type: application/json Authorization: Bearer token123 ``` ### Method * **GET**: Request information * **POST**: Send data * **PUT**: Update data ### Parameters (Query String) Data added to the URL **Example:** `?action=approve&user_id=123` ### Request Data The actual information being sent (in JSON format) **Example:** ```json { "invoice_number": "INV-2025-001", "amount": 5000, "currency": "EUR" } ``` *** ## Step-by-Step Example ### Scenario: Send Invoice to Accounting System **Card Configuration:** * **URL:** `https://accounting.company.com/invoices/create` * **Method:** POST * **Headers:** `Authorization: Bearer YOUR-TOKEN` * **Request Data:** ```json { "supplier_id": "SUPP001", "invoice_number": "12345", "amount": 1500.00, "currency": "EUR", "date": "2025-10-23" } ``` **Expected Response:** ```json { "status": "success", "accounting_id": "ACC-98765", "message": "Invoice recorded in accounting system" } ``` *** ## Common Use Cases ### 1. Webhook Notifications Send real-time notifications to other systems whenever something happens in DocFlow **Example:** * Document approved → Send notification to fulfillment system * Supplier changed → Notify purchasing team via Slack/Teams webhook ### 2. External System Integration Connect DocFlow with other business systems for automatic data exchange **Example:** * After document is processed → Sync to ERP system * New supplier added → Create supplier record in master data system ### 3. Approval Workflows Send document to external approval system and receive decision **Example:** * High-value invoice → Send to Finance for approval * Return document to external system with decision *** ## Configuration Guide ### Step 1: Get Endpoint Information Ask the receiving system for: * [ ] HTTPS URL * [ ] Required headers * [ ] Authentication method * [ ] Expected request format * [ ] Expected response format ### Step 2: Configure the Card 1. Enter the HTTPS URL 2. Set HTTP method (usually POST) 3. Add authentication if required 4. Format request data as JSON 5. Add any custom headers ### Step 3: Test Send a test request and verify response *** ## Response Handling Your HTTPS request will get a response. Common responses: ### Success (200, 201) ```json { "success": true, "id": "REC-12345", "status": "processed" } ``` ### Bad Request (400) ```json { "error": "Missing required field: invoice_number" } ``` ### Unauthorized (401) ```json { "error": "Invalid authentication token" } ``` ### Server Error (500) The receiving system has an internal problem *** ## Troubleshooting ### "Certificate Error" **Cause:** HTTPS security certificate issue **Solution:** * Verify the URL is correct * Check if the website's certificate is valid * Ensure you're using HTTPS (not HTTP) ### "Connection Refused" **Cause:** Cannot connect to the server **Solution:** * Verify the URL/IP address is correct * Check if the service is running * Check firewall rules * Verify internet connectivity ### "No Response / Timeout" **Cause:** Server not responding within time limit **Solution:** * Check if the service is available * Verify the endpoint URL * Check if there are rate limits * Contact system administrator ### "Invalid JSON" **Cause:** The request data is malformed **Solution:** * Check for missing commas in JSON * Verify all quotes are correct * Validate JSON format (use online JSON validator) * Check for special characters *** ## Examples ### Example 1: Send to Webhook Service ``` URL: https://webhook.site/your-unique-id Method: POST Data: { "document_id": "DOC-123", "status": "approved", "amount": 5000 } ``` ### Example 2: Update External System ``` URL: https://api.company.com/update Method: PUT Data: { "record_id": "REC-456", "status": "completed", "timestamp": "2025-10-23T10:30:00" } ``` ### Example 3: Query External Service ``` URL: https://lookup.company.com/validate?id=SUP-789 Method: GET Headers: Authorization: Bearer token ``` *** ## Difference from "Call API" Card | Feature | HTTPS Request | Call API | | -------------- | ------------------ | ----------------- | | Simplicity | Simple | More complex | | Parameters | Basic | Advanced | | Error Handling | Basic | Detailed | | Use for | Quick integrations | Complex APIs | | Best for | Webhooks | Professional APIs | *** ## Security Considerations ✅ **Always use HTTPS** (secure connection) ⚠️ **Never:** * Put passwords in the URL * Expose API keys in logs * Include personal data in parameters * Use HTTP for sensitive data *** ## Best Practices ✅ **Do:** * Test with small amounts of data first * Include error handling * Log important requests * Document the integration * Monitor for failures ❌ **Don't:** * Call the same endpoint repeatedly if not needed * Ignore response errors * Include sensitive data in plain text * Exceed service rate limits *** ## Related Cards * **CALL\_API** - More advanced API integration * **CONDITION\_HTTPS\_REQUEST\_STATUS** - Check if request succeeded * **ACTION\_SEND\_EMAIL** - Send via email instead * **ACTION\_RUN\_DOCOPERATOR\_SCRIPT** - Automated scripts --- # Agent Instructions This documentation is published with GitBook. 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