Commerce
ProfitWell
15 min
profitwell provides subscription analytics, revenue recognition, and retention tools for saas businesses integrating profitwell with make com lets users automate subscription metric tracking, churn management, and revenue reporting across their financial and customer management workflows this is ai generated content based on official profitwell documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www paddle com/help/profitwell metrics/export data/hubspot/how to set up profit well contact properties within hub spot directly requirements to use the profitwell app in make, you must have an active profitwell account and an api key, https //www profitwell com/ for subscription, refer to the https //www profitwell com/ connect profitwell and {{product name}} to get started, you must first create a connection between profitwell and {{product name}} , allowing the two services to communicate obtain your api key in your profitwell account create the connection in make obtain your api key in your profitwell account before you create the connection in {{product name}} , you should first obtain your api key in your profitwell account to obtain your api key navigate to account settings click the integrations tab click the profitwell api data connection card copy the api token labeled as private token you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //profitwellapiv2 docs apiary io/#/reference/authentication create the connection in {{product name}} https //www make com/en/register , add the profitwell module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your profitwell account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page profitwell modules after connecting to the profitwell app, you can choose from a list of available modules to build your {{scenario plural lowercase}} churn a subscription deletes an existing subscription from your account create a new plan creates a new project plan with specified details create a subscription creates a new subscription for a user or customer in your selected service delete a user permanently removes a specified user account from the system get a customer retrieves detailed information about a specific customer get a plan retrieves detailed information about a specific plan list customers retrieves a complete list of all customer records from your account list plans retrieves a complete list of all available plans in your account list subscriptions retrieves a complete list of all existing subscriptions in your account make an api call executes a custom api request to the connected service using your authorized credentials un churn subscription reactivates a previously canceled subscription update a plan updates the details of an existing plan update a subscription updates the details or settings of an existing subscription update a user updates the details or information of an existing user templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} profitwell resources you can have access to more resources related to this app on the following links https //www profitwell com/ https //profitwellapiv2 docs apiary io/# https //www make com/en/integrations/profitwell