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.
- 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.