Introduction

This comprehensive overview explains the key concepts and procedures related to handling two critical webhook events: "Plan Renewed" and "Overdue".

These events are essential for automating notifications and actions within a workspace management system.

The discussion covers how to simulate these events, interpret their data, and set up effective automations to streamline user communication and operational workflows. Whether you're a developer or a non-technical user, this guide provides clear instructions and insights to leverage these webhook events effectively.

Deep Dive into "Plan Renewed" and "Overdue" Events

1. Understanding the Events

2. Simulating Events Using Postman

• Purpose: To test and build automations without waiting for real events.

• Method:

  • Use the provided webhook URL (webbook URL).

  • Prepare sample data representing each event.

  • Use Postman or similar tools to send POST requests.

  • Paste sample data into the request body.

  • Click "Send" to simulate the event.

• Note: No authorization is needed; just ensure the data format matches expected schema.

3. Sample Data and Testing

• For "Plan Renewed":

  • Data typically includes:

    • event_type: "plan_renewed"

    • owner_id, owner_email

    • plan_details

  • Use this data to trigger the event and observe automation responses.

• For "Overdue":

  • Data includes:

    • event_type: "overdue"

    • auto_renew: 0 or 1

    • workspace_id, owner_email

  • The auto_renew field determines the specific scenario:

    • 0: Workspace is not set to auto-renew (about to downgrade).

    • 1: Workspace should auto-renew but lacks sufficient funds.

4. Interpreting the "Overdue" Event

5. Automations Based on Events

• For "Plan Renewed":

  • Send congratulatory email to owner.

  • Notify internal team of successful renewal.

  • Update user dashboards or CRM systems.

• For "Overdue" with auto_renew=0:

  • Send follow-up reminders daily for three days.

  • Prompt owner to confirm renewal or downgrade.

  • Automate escalation if no response.

• For "Overdue" with auto_renew=1:

  • Notify owner to fund wallet.

  • If funds are not added within three days, trigger downgrade to free plan.

  • Send internal alerts to monitor wallet status.

6. Practical Tips for Automation Setup

• Use external request tools like Postman for testing.

• Automate email notifications and alerts based on event data.

• Set timed follow-ups for overdue scenarios.

• Maintain clear logs of event triggers and responses.

• Regularly review and update automation workflows to adapt to user behavior.

Final Thoughts and Next Steps

In this session, we explored how to simulate and interpret the "Plan Renewed" and "Overdue" webhook events, emphasizing their significance in automating workspace management processes. By understanding the data structure and trigger conditions, users can craft tailored automations that enhance communication, reduce manual oversight, and improve user experience.

Key takeaways:

• Simulation is crucial for testing automations before live deployment.

• "Plan Renewed" events enable positive reinforcement and operational updates.

• "Overdue" events, especially with different auto_renew statuses, require strategic follow-ups and wallet management.

• Proper automation setup ensures proactive engagement with users, minimizes downtimes, and streamlines workflows.

Looking ahead, the next phase involves setting up actual automations based on these webhook events, integrating email notifications, reminders, and wallet alerts. This proactive approach will significantly improve operational efficiency and user satisfaction.

Stay tuned for the upcoming tutorial, where we will walk through configuring these automations step-by-step, ensuring you can implement them seamlessly within your system.