Thanks for the info (and sorry for all the noob questions below).
I’ve never connected anything using Zapier before…can you give any advice around what plan you require with Zapier to get this working and also how do you make the transition between the two work seamlessly…do you embed the Zoho Subs interface within Tadabase somehow to manage sign ups or drive users from one to the other, or do you have to setup a Tadabase data model to mirror the functionality in Zoho and then use that as the front end with Zapier essentially syncing the actions (and if so how would you handle failed payment details), how do users manage their subscriptions, etc?
I like the idea of it but am also concerned it starts layering on additional costs (Zapier, Zoho, as well as Stripe of course).
Can the same be achieved using Pipes @moe which I believe I read was like an internal Zapier?
The key thing that attracted me to Tadabase was the subscriprion capability (without which I don’t have a viable app) so is a bit frustrating to be advised is in Alpha, is unsupported and shouldn’t be used in live.
Hey Rich - you can embed your ZOHO subs into a tadabase page to make it seamless. Zoho also provides a customer portal that allows clients to manage their subs. You might get by with the FREE zapier account depending how complex your setup is - you get 5 zaps and 100 takes per month on the free plan. Your other option is to setup your sub packages in Stripe and then connect to tadabase so you would build the packages on tadabase and connect to stripe which would handle the payment processing for the packages. We originally used stripe for managing our subscriptions and its a decent FREE solution but we like ZOHOs flexibility in creating and managing subscriptions plus they provide good reporting tools. ZOHO provides a free trial so you could check it out and test it. You may have to use Zoho or Stripe in the interim until TB SUBS gets out of alpha.
I can see you can embed the sign up pages - how do you handle the ‘review my subscriptions’, ‘review my charge history’, ‘cancel my subscriptions’, and ‘change my payment details’ scenarios from within Tadabase? As far as I can see that is all through the Customer Portal which isn’t an embed…have you been able to get Single Sign on working between Zoho and Tadabase (so managing subscriptions doesn’t involve a separate login)?
Also when I try embedding the code for the subscription plan using an HTML component most of it is stripped out…do you do this? @moe can anything be done about this?
Logged in user clicks to subscribe and the logged in user details get passed along the request.
Zapier updates the user record in Tadabase
Use Pipes to check subsscription status or pull values from Zoho to show it when the user logs in. For example, their current subscription status, payment methods etc… This way you can bypass having to use Zapier for anything but the creation of the account.
If you’re not sure how to do this with Pipes, let me know and I’ll write up something quick and post it here.
@moe If you could that would be amazing. Ive been trying to read up about Pipes but still struggling to get my head around them (I usually define integrations rather than create them as a Business Analyst ).
Finally, let’s map the response:
If your run a test you can see all the values:
But essentially you’d just put in the key and give it a name:
For example, to get the display name, we’d do: customer.display_name
We have a whole bunch of users using our native subscription functionality in production. It certainly works, but its got some bugs and we’ve decided to postpone working on it until we fix some bigger impact items.
As far as Mobile friendliness of the Zoho Subscription, you can actually just use their button instead of the full embed. Meaning you can design it however you wish if you use the button which is really just a link.
I’ll try and gather our Jira’s and see how serious they are, but for now they’re all in the backlog. One of the reasons we’ve pushed those features to the back of the line is ultimately you’ll be able to do far more with Pipes and “Plugins” (coming in early 2021) which will far exceed the capability of the native subscription feature. We have many users in the UAE which doesn’t support Stripe for example. We’re hoping to address everything by decoupling our platform from those types of features and restrictions.
Thanks Moe. I’ve got the Customer Portal working, so that’s great, thanks!
Is there anyway to use the regular TB subscriptions component to undertake the initial subscribe action (I like the simplicity of this with the credit card popup etc and the general subscribe component itself) and for the completion of this to update the logged in with the Stripe Customer ID (so that can then be utilised within the Pipe that lets me send the customer to the subscription management portal)?
I also like the fact that I don’t have to capture and store Credit Card info within Tadabase itself with the standard component.
Trying to use the PIPE to pull in Invoices based on the logged in user ZOHO ID and keep getting a “FALSE” on the app side for all Invoice fields - the TEST on the pipe works with no problems. I see the table has the pipe option feature and this would work better since there would be a large number of invoices and an HTML field would not work. Any ideas? Thanks.