Free
Introduction
In this detailed overview, we explore the process of testing various webhook events supported by the Chat Partner API.
After setting up your webhook, understanding how to trigger and verify each event is crucial for seamless integration and automation.
This guide covers the supported events, their triggers, data payloads, and practical testing methods, empowering developers to efficiently utilize webhook functionalities for enhanced user engagement and operational automation.
Deep Dive into Supported Webhook Events
Overview of Supported Events
The Chat Partner API currently supports six key webhook events, with potential for future additions. These events facilitate real-time updates on user and workspace activities, enabling automation, CRM synchronization, and user engagement strategies.
Event Name | Trigger Condition | Data Provided | Use Cases |
---|---|---|---|
User Registration | When a new user registers, regardless of registration source | User email, registration timestamp, source, etc. | Sync user data into CRM, initiate onboarding workflows |
Workspace Created | When a user creates a new workspace, triggered on first creation and subsequent creations | Workspace ID, owner ID, owner email, workspace name, etc. | Lead generation, onboarding, trial management |
Workspace Deleted | When a workspace is deleted | Workspace ID, owner details, deletion timestamp | Re-engagement campaigns, soft deletion tracking |
Plan Changed | When a user upgrades or downgrades their plan | Plan ID, billing cycle info, owner email, auto-renew status | Automate billing updates, targeted marketing |
Plan Renewed | When a subscription renews | Renewal date, plan details, billing info | Renewal confirmation, customer retention strategies |
Overdue Payment | When a payment becomes overdue | Payment ID, amount, due date, user info | Payment reminders, recovery campaigns |
Understanding Event Triggers and Data
User Registration & Workspace Creation
User Registration: Triggered once per email, regardless of registration source (chatbot, custom domain, landing page). Useful for capturing new user data.
Workspace Created: Can trigger multiple times for the same user if they create multiple workspaces. First trigger occurs alongside registration; subsequent triggers occur on additional workspace creation.
Workspace Deletion
Triggered when a workspace is deleted, providing data such as workspace ID, owner info, and deletion timestamp. Useful for soft deletion tracking and re-engagement.
Plan Changes
Triggered when a user upgrades or downgrades their plan.
Upgrade: Plan ID indicates a paid plan, auto-renew is typically on.
Downgrade: To free plan, auto-renew is off, and billing cycle info is absent.
Enables automation for billing updates, user segmentation, and targeted offers.
Plan Renewal & Overdue Payments
These events are more complex to trigger manually but can be simulated.
Provide critical data for renewal confirmations and overdue payment reminders.
How to Test Webhook Events: Practical Steps
Setting Up Listening Mode
Enable webhook listening mode in your system.
Use tools like Postman, curl, or custom scripts to send test payloads.
Observe incoming data to verify correct event triggers.
Testing Each Event
1. User Registration & Workspace Creation
Create a new user via your registration form or platform.
Create a new workspace for an existing user.
Expected outcome: Receive
user_registered
andworkspace_created
events with relevant data.
Example:
2. Workspace Deletion
Delete a workspace through your admin panel or API.
Expected outcome: Receive
workspace_deleted
event with details.
Example:
3. Plan Change (Upgrade/Downgrade)
Change plan via the workspace settings.
Expected outcome: Receive
plan_changed
event with plan ID, billing info, and owner email.
Example:
To downgrade to free plan, the event will indicate
plan_id
asfree
, withauto_renew
off.
4. Plan Renewal & Overdue Payments
These events are typically triggered automatically by billing cycles.
Simulation: Send sample payloads manually to test handling.
Sample Data for Renewal:
Sample Data for Overdue Payment:
Practical Use Cases and Automation Strategies
Leveraging Webhook Data for Business Automation
Event | Potential Automation | Example Actions |
---|---|---|
User Registration | Sync new users into CRM, initiate onboarding workflows | Send welcome email, assign user to onboarding sequence |
Workspace Created | Lead capture, trial management, onboarding | Send trial activation email, assign account manager |
Workspace Deleted | Re-engagement campaigns, soft delete tracking | Send re-engagement offers, survey for feedback |
Plan Changed | Billing updates, targeted marketing, retention campaigns | Offer discounts for downgrades, upsell for upgrades |
Plan Renewed | Renewal confirmation, loyalty rewards | Send thank-you message, offer loyalty discounts |
Overdue Payment | Payment reminders, recovery campaigns | Send overdue notices, offer payment plans |
Automating Responses Based on Events
User Registration & Workspace Creation: Automate onboarding emails, CRM updates.
Workspace Deletion: Trigger re-engagement campaigns or soft delete logs.
Plan Changes: Adjust marketing segmentation, trigger billing updates.
Renewals & Overdue Payments: Automate reminders, special offers, or cancellation notices.
Best Practices for Testing and Implementation
Simulate Events: Use sample payloads to test webhook handling.
Verify Data Integrity: Ensure payloads contain all necessary fields.
Handle Edge Cases: Test scenarios like multiple workspace creations, plan downgrades, or cancellations.
Monitor Logs: Keep detailed logs of webhook receptions for troubleshooting.
Secure Endpoints: Validate webhook signatures to prevent unauthorized triggers.
Final Thoughts: Maximizing Webhook Utility
Webhook testing is essential for building reliable integrations. By understanding each event's trigger conditions, data payloads, and potential automation use cases, developers can create robust workflows that enhance user experience, streamline operations, and boost engagement. Regular testing, simulation, and monitoring ensure your system responds accurately and efficiently to real-time events, unlocking the full potential of the Chat Partner API.
Summary
In conclusion, mastering webhook event testing empowers you to automate and optimize your platform's interactions. Whether it's onboarding new users, managing workspace lifecycle, or handling billing changes, these events provide vital touchpoints for engaging your users and maintaining operational excellence. Keep experimenting with simulated payloads, refine your automation strategies, and leverage these insights to build a dynamic, responsive system that scales with your needs.