Sync Chargebee customers and subscriptions with DesignDiverso Automata

Set Up Webhook in Chargebee:

    • 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.

Set Up Webhook in Mautic:

    • Log in to your DesigDiverso 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 customer creation or subscription updates.

Create a Webhook Workflow in Mautic:

    • Navigate to “Campaigns” in DesigDiverso Automata and create a new campaign.
    • Drag and drop the “Webhook” action onto the canvas.
    • Configure the Webhook action by entering the URL of the desired DesigDiverso Automata endpoint to handle the Chargebee webhook data.

Process Chargebee Webhook Data in DesigDiverso Automata:

    • Within the DesigDiverso Automata webhook endpoint, process the incoming data and extract the relevant information such as customer details and subscription updates.
    • Map the extracted data to DesigDiverso Automata’s fields or trigger appropriate actions within DesigDiverso Automata, such as updating contact information or adding tags.

Save and Activate the Workflow:

    • Save the webhook workflow in DesigDiverso Automata once you have configured the necessary actions and mappings.
    • Activate the workflow to enable it to receive and process the Chargebee webhook data.

Test the Integration:

    • In Chargebee, perform actions such as creating customers or updating subscriptions to trigger the webhook.
    • Monitor the DesigDiverso Automata webhook endpoint to ensure that it receives the incoming data and processes it correctly.
    • Verify that the customer and subscription data is synchronized between Chargebee and DesigDiverso Automata as expected.

Useful Tips:

  • Ensure that the Chargebee webhook endpoint URL in DesigDiverso Automata matches the URL configured in Chargebee.
  • Handle authentication and security measures when setting up the webhook connection between Chargebee and DesigDiverso Automata.
  • Validate and sanitize the incoming webhook data in DesigDiverso Automata to prevent any potential issues or security vulnerabilities.
  • Utilize DesigDiverso Automata’s data mapping capabilities to map the Chargebee webhook data to the appropriate fields within DesigDiverso Automata.
  • Regularly monitor the webhook workflow execution and check for any errors or issues that may arise during the synchronization process.
  • Consider implementing error handling and logging within the DesigDiverso Automata webhook endpoint to track any failures or unexpected behavior.
  • Familiarize yourself with the Chargebee and DesigDiverso Automata documentation to understand the available webhook events and data structures.
  • Test the webhook integration thoroughly with different scenarios to ensure it covers all relevant use cases and functions as expected.

  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.

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