This implementation guide has two parts: 1) Choose your signup method 2) Diagram your post-signup workflow (optional). When you’re finished, you will know which signup method to use, and have a finished diagram for your post-signup workflow.
Part 1: Choose your method Part 2: Post-signup workflow
Summary
- Feature
- All signup methods
- You Need
- An understanding of how customers subscribe to your services, and your post-signup flow (if any).
- Code
- No
- Difficulty
- ◉◎◎◎◎
Self-Assessment: Choose a Signup Method
In this Self-Assessment, you will review Advanced Billing's Signup Methods, and select the best method for your business.
You most likely have an idea of what method you want to use. Before implementing, make sure to review the New User Signup Overview, to confirm all feature availability.
Based on your research in parts 1-3, get your implementation guide.
|
If you chose... |
and your user... |
Your guide is... |
| PSP | is not logged in to your website/app when they sign up | PSP Method 1: Website Get started here |
| is logged in to your website/app, and is redirected to chargifypay.com when they signup | PSP Method 2: Web App Get started here |
|
| is logged in to your website/app, and stays in your app, on your domain, when they signup | PSP Method 3: iFrame Get started here |
|
| Chargifyjs | is not logged in to your website/app when they sign up | Chargifyjs Method 1: Website Get started here |
| is logged in to your website/app, and stays in your app, on your domain, when they signup | Chargifyjs Method 2: Web App Get started here |
|
|
Advanced Billing Admin UI |
is Staff |
Create Subscriptions inside Advanced Billing |
|
Salesforce |
is Staff |
Create signups in Salesforce |
|
HubSpot |
is Staff |
Currently no guide (use the HubSpot documentation instead) |
|
Custom |
n/a |
There is no Quickstart guide. Use the API documentation instead. |
Design & Diagram: Your Post-signup Workflow
Designing your post-signup workflow is an important step, and typically one of the most difficult. To help, we're sharing a simple framework to think about your workflow.
Workflows can be complex, but this framework will help you simplify. Workflows typically have 4 parts -- Trigger, Data, Filter, Action.
| Step | Name | Description |
| 1 | Trigger |
How the workflow begins. Typically an Advanced Billing webhook (or perhaps real-time if you're using Chargifyjs). |
| 2 | Data |
Determining the data you need, finding where it exists within Advanced Billing data. Ask yourself if you have all of the data you need from the trigger step. If yes, continue. If not, make an API request to fetch any remaining data. |
| 3 | Filter(s) |
Add optional filter(s), that match criteria you care about. Example: if the customer signs up to the bronze plan, continue the workflow. If gold plan, do not continue. |
| 4 | Action |
Perform the action you care about. This could be an Advanced Billing Action (an API request to Advanced Billing) or a Database Action (an update to your database). |
Using the framework, we can ask simple questions to guide us through our thought process. Real workflow design can be much more complex than this, but this framework can help organize your thoughts.
Start diagramming your workflow. Depending on your plan and onboarding package, if you have questions about which webhooks or APIs to use, ask your implementation consultant.
There are 3 implementation methods for any type of workflow.
| Method | Select if... | Example |
| No Code | You already know the system that will power the workflow for you, or you hire a developer. | You hire a developer. |
| Low Code | You already know the system that will power the workflow for you, and some small code is required. | Zapier |
Custom CodeMost commonDevelopers
|
You, or your team, are developers who plan on writing custom code to build the workflow. | You build an endpoint in your app that accepts Advanced Billing webhooks and executes the workflow. |
You're ready to get started. For full examples, see Building Workflows with APIs and Webhooks.
FAQs
-
Can Advanced Billing help me build my workflow?
No. Advanced Billing is a Product-focused company, rather than Custom-service-focused.
-
Can Advanced Billing help me determine which API endpoints and webhooks to use?
Yes, depending on your Advanced Billing Onboarding Plan. Ask your Implementation Consultant.
-
What if I want to create subscription in another system?
If you have the development experience, Advanced Billing has the APIs to help. First, make sure the other system has the webhook(s) you need. If yes, set up an endpoint in your application that listens for that webhook, and use Advanced Billing's create subscription API to create the subscription in Advanced Billing.