Automation Rules & Webhooks

Automation rules let you act on subscription events automatically. When something happens in a subscription, such as a renewal or a failed payment, FlexiFunnels can tag the customer in your autoresponder or send the data to the other tools you use.

Subscription Triggers

There are 10 subscription triggers available. Some examples:

• Subscription renewed
• Payment failed
• Subscription cancelled
• Card about to expire
• Trial converted

What You Can Do With a Trigger

• Tag customers in your autoresponder: For example, tag customers whose payment failed so you can send them a targeted email sequence.
• Send data to your CRM: Keep customer records updated automatically.
• Send data to Zapier or Make: Connect subscription events to thousands of other apps.
• Send alerts to Slack: Get notified in your team's channel when something important happens.

How It Works

1. A subscription event happens, such as a trial converting to a paid subscription.
2. The matching trigger fires.
3. The action you've set up runs automatically: a tag is added, or the data is sent to your connected tool.

Key Points

• Hands-free: Actions run automatically every time the event happens.
• Works with your existing tools: Autoresponder, CRM, Zapier, Make and Slack.
• Act at the right moment: For example, reach out before a card expires or welcome a customer when their trial converts.

FAQs

What is a webhook?

A webhook automatically sends subscription data to another tool the moment an event happens, so you don't need to copy it manually.

Do I need Zapier or Make to use this?

No. They're optional. You can also tag customers in your autoresponder or send data directly to your CRM or Slack.

Can I use more than one trigger?

Yes. You can set up different actions for different triggers.

Can I use one trigger for multiple actions?

Yes. For example, a failed payment can both tag the customer and send a Slack alert.

Troubleshooting

• Tag not added to the customer: Check that your autoresponder is connected and that the tag or list is selected for that trigger.
• Data not reaching Zapier, Make, your CRM or Slack: Check that the webhook URL is entered correctly and that the receiving tool is active.
• Automation didn't run for an event: Confirm the trigger is enabled and that the event actually happened on that subscription.