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Update workflow.md
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benfortuna authored Sep 18, 2024
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49 changes: 34 additions & 15 deletions docs/streams/workflow.md
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Expand Up @@ -140,36 +140,55 @@ Used as a linked reference for related activities.

#### Send email notifications

For active subscriptions:
**Trigger:**

* Create a welcome email request (to be sent immediately) for subscriptions without one.
* Create a reminder email to be sent prior to end of trial.
* Create an end of trial email to be sent after the end of the trial period.
Subscription created/updated.

**Description:**

* Send a welcome email.
* Schedule a reminder email to be sent prior to end of trial (linked to subscription).
* Schedule an end of trial email to be sent after the end of the trial period (linked to subscription).

#### Create monthly charge (recurring after 30 days)

For active subscriptions:
**Trigger:**

Subscription created/updated.

* Create a monthly charge (30 days from subscription start date) for active subscriptions without one.
**Description:**

* Schedule a monthly charge, 30 days from subscription start date (linked to subscription).

#### Process recurring charge

For active charge request:
**Trigger:**

Timer

**Description:**

* Process billing
* Create and attach invoice to charge occurrence
* Create invoice linked to charge occurrence

#### Send invoice email

For active invoice:
**Trigger:**

Invoice created/updated.

**Description:**

* Send email notification with invoice attached
* Close invoice as completed
* Send invoice via email

#### Process cancellations

For cancelled subscriptions:
**Trigger:**

Subscription cancelled.

**Description:**

* Create a cancelled subscriptipn email for subscriptions without one
* Cancel linked reminder/end of trial email notifications
* Cancel linked monthly charge
* Send a cancelled subscriptipn email
* Cancel subscription-linked reminder/end of trial email notifications
* Cancel subscription-linked monthly charge

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