Not getting Client Added via Web hook - n8n Automation

General
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1

Hi,
Scenario:

  • I have AH subscription service link on my website,
  • Client Make purchase, selected Manual banking, Upload Bank receipt, fill intake from, Purchase done.
  • In AH invoices page i changed the status “Paid”.
  • Clients gets added, from CRM Lead to Client.
  • BUT AH does not trigger and push client created/added data to web hook to receive in n8n.

Note: If i directly create cleint in AH or convert Lead to Client in CRM, then its get spitout the client data via webhook.

Its such a disappointment, how can we have the automation for such a simple process.

Client make purchase, and client data e.g name, email, company, etc. can export this transaction trigger.

@Rashik @Team

2

What you are saying is really frustrating. Let me try this tomorrow. I will give you a quick update within next 2 days. No worries. First let me try it by myself. DOn’t be disappointed for now. I am here to assist you. I am buying 2 days from you. Thanks

3

Hey @orvi your quick reply is highly appreciated. looking forward
BTW I got your invite message with link to join AH community, you also mentioned that you guys also using n8n automations with AH, can you explain what n8n you are using and can be beneficial for the AH customers?

4

Hey @Tahir, Thank you for your patience. This issue has been fixed. ‘CLIENT.ADDED‘ webhook will be sent when a invoice status is changed to ‘Paid’ and if the client is not already added.

5

Hey @atok, thank you for prompt support and fix. what will happened if client already in our portal.
E.g Scenario: after a month of subscription, client decide to cancel subscription, later on he got interested again, in normal scenario he will just go to the website and make purchase again.

what will happen in that case, please adice

6

In that scenario, as he already exists on your client list, ‘CLIENT.ADDED‘ event will not be sent. But other events such as ‘ORDER.CREATED’ will be sent.

Does this work for you?

7

But if you delete and re add this client, ‘CLIENT.ADDED‘ will be triggered.

8

That understood, and i believe if older client comes after sometime and make purchase via website and entering the same email, AH wont allow or restrict client to enter the email which is already in portal, isn’t? correct me if i am wrong.
The second thing as you mention, We can use order created alternate from web hook so in n8n how would we check that this client is already exist in portal, any help?

9
  1. No, AgencyHandy won’t restrict clients if he already exists on your CRM. Existing clients can purchase as many services as they want with the same email
  2. You can use our API to achieve that. Create an API key from your Workspace Config and use that to call our API.
10

Please can you help on this, How can i export all the client detail via API, if you guys made any n8n automation for your self?

11

We have not made it yet. I will try this in this weekend and share you the details :slight_smile:

12

Hey @orvi looking forward, thx.

13

Hey @orvi any update on this please?