From 3536ef403b7c9c1192b839c187b55ea4d5a7153e Mon Sep 17 00:00:00 2001 From: Ben Fortuna Date: Wed, 18 Sep 2024 16:32:15 +1000 Subject: [PATCH] Update workflow.md --- docs/streams/workflow.md | 49 ++++++++++++++++++++++++++++------------ 1 file changed, 34 insertions(+), 15 deletions(-) diff --git a/docs/streams/workflow.md b/docs/streams/workflow.md index 057ee3f9..f09dc3b2 100644 --- a/docs/streams/workflow.md +++ b/docs/streams/workflow.md @@ -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