This video series explains how to use the partner API to create users and set up automations for sales funnels and onboarding processes. It covers creating users via web forms or chatbots, configuring webhooks for automation events, and building onboarding sequences.

This video explains how to create a user using an API endpoint. It covers the required data (name, email, password), how to obtain API keys from a main workspace (for partners), and demonstrates testing the API by creating a user and viewing the response details.

This video demonstrates how to create a new user and set up a 14-day free trial account using a chatbot. It covers building a flow to collect email addresses, generate passwords via an external API, create user accounts through API calls, and send welcome emails with login details. The process includes handling success and failure responses, verifying email addresses, and automating account creation for leads.

This video demonstrates how to create a user account automatically using any form that supports webhooks, such as ConvertBox, Elementor, or ClickFunnels. It shows how to pass form data to Make (Integromat), generate a password, and create the user via API requests. The process includes handling success and failure responses, sending confirmation emails, and integrating with CRMs like InCharge.

This video explains how to access and use the sandbox environment for testing API calls without deducting credits from your wallet. It covers how to get a sandbox workspace, its features, and how to verify test actions like upgrades, add-ons, and auto-renewal settings.

This video explains how to set up and manage webhooks for a partner API. It covers creating a webhook URL using Make (formerly Integromat), integrating it with the partner API, testing the setup, and managing existing webhooks. The tutorial also discusses how to receive events and set up automations based on those events.

This video explains how to test webhook events related to user registration, workspace creation and deletion, plan changes, and billing cycles. It demonstrates how to set the webhook to listen mode, trigger various events through actions like creating or deleting workspaces and changing plans, and interpret the data received from these events for automation purposes.

This video explains how to simulate and set up automations for two specific webhook events, "plan renewed" and "overdue," using sample data and Postman. It details the scenarios for each event, such as plan renewal notifications and overdue alerts for auto-renewal issues, and provides guidance on automating responses like sending emails or notifications based on these events.

This video explains how to set up onboarding automation for new workspace users using event triggers, email integrations, and tags in a platform. It covers capturing user data, creating contacts in an email system like in charge, and automating follow-up emails during a 14-day free trial.

In this video, we will use the plan_changed event to set up the purchase automation. And also you will learn how to improve your onboarding automation. Use the condition checks, without sending the discount email when the user already subscribed to your paid plan.

If the user downgrades to a free plan for whatever reason, it's time for you to set up a "Win back" automation. You can ask questions about why they are cancelling the subscription, or offer a zoom call to help them on a particular topic. Also, you can offer discounts to get them back to your paying customers.

In this video, you will learn how to send notifications to yourself or to your customer about the auto-renew of the workspace.

Set up Overdue Automation