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.
- 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.