Sync Chargebee billing data with DesignDiverso Automata

Set Up Chargebee Webhooks:

    • Log in to your Chargebee account and navigate to “Settings” -> “Configure Chargebee” -> “Webhooks & API.”
    • Create a new webhook by clicking on the “Add Webhook Endpoint” button.
    • Configure the webhook endpoint URL to point to your Mautic instance, ensuring that it is accessible and can receive incoming requests.
    • Select the Chargebee events that you want to trigger the webhook, such as invoice creation or subscription updates.

Set Up Webhook in DesignDiverso Automata:

    • Log in to your DesignDiverso Automata instance and navigate to “Configuration” -> “Webhooks” or “API Credentials” depending on your version.
    • Create a new webhook with a name that identifies the Chargebee integration.
    • Set the URL to the Chargebee webhook endpoint URL you obtained in the previous step.
    • Configure the events that should trigger the webhook, such as invoice creation or subscription updates.

Process Chargebee Webhook Data in DesignDiverso Automata:

    • Within the DesignDiverso Automata webhook endpoint, process the incoming data from Chargebee’s webhook and extract relevant billing information, such as invoice data, payment status, or subscription details.
    • Store the extracted data in DesignDiverso Automata’s custom fields or standard fields for further segmentation and analysis.

Create Segments in DesignDiverso Automata:

    • Navigate to “Segments” in DesignDiverso Automata and create new segments based on the billing data you want to use for segmentation.
    • Define the criteria for each segment using DesignDiverso Automata’s segment builder, considering attributes such as payment status, subscription plan, or billing amount.
    • Save the segments to use them for targeted campaigns and personalized communication.

Automate Segment Updates:

    • Set up an automation workflow in DesignDiverso Automata to automatically update the segments based on changes in Chargebee’s billing data.
    • Trigger the workflow using the Chargebee webhook events, ensuring that the segments stay up-to-date with the latest billing information.

Test the Integration:

    • In Chargebee, perform actions such as creating invoices, updating subscriptions, or processing payments to trigger the webhook.
    • Monitor the DesignDiverso Automata webhook endpoint to ensure that it receives the incoming data and processes it correctly.
    • Verify that the segments are created and updated in DesignDiverso Automata based on the billing data from Chargebee.

Useful Tips:

  • Ensure that the Chargebee webhook endpoint URL in Mautic matches the URL configured in Chargebee.
  • Handle authentication and security measures when setting up the webhook connection between Chargebee and DesignDiverso Automata.
  • Validate and sanitize the incoming webhook data in DesignDiverso Automata to prevent any potential issues or security vulnerabilities.
  • Utilize DesignDiverso Automata’s custom fields to store and organize the extracted billing data from Chargebee.
  • Regularly monitor the webhook integration and segment updates to ensure they are working as expected.
  • Consider implementing error handling and logging within the DesignDiverso Automata webhook endpoint to track any failures or unexpected behavior.
  • Familiarize yourself with the Chargebee and DesignDiverso Automata documentation to understand the available webhook events and data structures.
  • Test the webhook integration and segment creation/update process with various billing scenarios to ensure accuracy and reliability.

  We can set this up for you if you are on one of our managed plans.

 

Do you have any questions? We are happy to help you via    email,    phone or  video call.

Click here to go back to the main help page:

DesignDiverso Automata