Trigger/action to detect new clients

[herodesign]

I use Pabbly Subscription to collect subscription payments.

And use Connect to setup a workflow to add new clients to CRM, Google Sheet, update slack channel, etc.

I used to use "event type: new_subscription" so it would only trigger if it's a brand new client, but then it also triggers when they tried to sign up but payment failed (due bank denials).

Now I currently use "event type: payment_success", but then it also triggers the workflow from renewing clients on month 2 and onwards....

I tried to use "data subscription renewal" < 0 to filter the new clients, but that event doesn't always show, so eventually, the workflow stops at the filter and didn't continue even when it was a new client.

 

[herodesign]

Sorry, it was "data subscription renew count" less than 0.

 

[PabblyMember2]

Hello Jeff,

Let me help you out here.
If you only want to add new paid clients to CRM, Google Sheet, update slack channel, etc., then you can catch the "Subscription Activate" webhook from PSB. This webhook only triggers whenever the first payment for a subscription is successful and the subscription goes LIVE.

Or if you wish to add just a new customer whether free or paid, you can use the "Customer Create" webhook event.

Hope this helps.

Regards,
Akanksha

 

[herodesign]

This webhook only triggers whenever the first payment for a subscription is successful and the subscription goes LIVE.

So it should only trigger when payment has gone through, subscription goes live, and renewals won't 'activate' it since it's already activated, right?

 

[PabblyMember2]

Yes, that's correct. It won't trigger on renewal payments.
You can save this guide for your future reference - https://forum.pabbly.com/threads/webhook-sending-guide.2790/

 

[herodesign]

Yes, that's correct. It won't trigger on renewal payments.
You can save this guide for your future reference - https://forum.pabbly.com/threads/webhook-sending-guide.2790/

If I used a router, do I put "subscription_activated" in the value here?

 

[herodesign]

Nevermind - I've adjusted the webhook options to only allow subscription_activate to happen. This should do the job.