ProfitWell connector icon

ProfitWell Integrations

Outcome-centered products that reduce churn, optimize pricing, and grow your subscription business end-to-end.

01

Low-code orchestration

Connect, compose and ship AI features faster.

02

Multi-tenant deployment

Isolate customer credentials and configurations at scale.

03

Governed access

Apply policies, field controls and audit trails across usage.

04

Embedded experience

Deliver workflows natively inside your product.

CONNECTOR OVERVIEW

Create automations with our ProfitWell connector

Cyclr enables SaaS platforms to integrate their application with hundreds of other platforms. Use Cyclr’s low-code integration builder to integrate your application with ProfitWell, so you can provide in-app ProfitWell integrations for your end users.

PRODUCT USE CASES

Top Use Cases for ProfitWell Integrations

Quickly create integrations between your SaaS application and ProfitWell with Cyclr's low code integration builder. Publish your ProfitWell integration into your application using Cyclr's white label embedded integration marketplace.

Customer Experience

  • When a sales lead reaches a certain point in the pipeline generate a customer experience invitation

ORCHESTRATION

How ProfitWell works with Cyclr

Cyclr sits between your SaaS product and ProfitWell to handle authentication, govern access and orchestrate every API call per customer, at scale.

  1. 1

    Your SaaS product

    Your app requests an action for a specific customer.

  2. 2

    Cyclr orchestration

    Cyclr authenticates, applies policies and routes the request.

  3. 3

    ProfitWell

    ProfitWell processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore ProfitWell methods you can orchestrate through Cyclr.

Metrics4

Exclude Customer from Metrics

Action

Exclude user's data from the calculation of all metrics.

Get Daily Metrics

Action

Retrieve financial metrics broken down by day for either the current month or the last. Optionally scope to an individual metric and/or plan. See https://profitwellapiv2.docs.apiary.io/#reference/metrics/daily-metrics/get-daily-metrics for metrics to filter by.

List Plan IDs

Action

Retrieve your company's active plan IDs, sorted by MRR. Will only return plan IDs for which there are currently active customers, and will return at most 150.

Get Monthly Metrics

Action

Retrieve all monthly financial metrics for your company. Optionally scope to an individual metric and/or plan. See https://profitwellapiv2.docs.apiary.io/#reference/metrics/monthly-metrics/get-monthly-metrics for metrics to filter by.

Company1

Get Company Account Settings

Action

Get your company's ProfitWell account settings. These include your company ID, name, timezone, and the currency in which your metrics are displayed.

Customers1

Search for Customers

Action

Search for Customer by Email/Name or filter by Updated Date

Plans4

Create Plan

Action

Create a new, manually-added plan. You may create a new plan using this endpoint. Alternatively, if you create a manually-added subscription and place that subscription on a plan that has never been referenced before, that plan will automatically be created. If you try to create a plan that already exists, this endpoint will return an error.

Get Plan

Action

Retrieve a single manually-added plan by ID

List Plans

Action

List all manually-added plans.

Update Plan

Action

Retrieve a single manually-added plan by ID

Subscriptions4

Un-churn Subscription

Action

Remove the churn event associated with a subscription. This rewrites history for the subscription, making it appear as thought the subscription never churned to begin with. You may do this for a subscription that has already churned, or that is set to churn in the future.

Create Subscription

Action

Create a new subscription. Can be for a new user, or a user who already has another subscription.

Churn Subscription

Action

Churn a subscription.

Update Subscription

Action

Upgrade/downgrade an existing subscription.

Users3

Update User

Action

Update a User's email address.

Delete User

Action

Completely delete a user and his subscription history.

Get User's Subscription History

Action

Get the history of subscription updates you've made to a user.

Maintenance1

Get API Status

Action

This endpoint returns a status code of 200 if the API is operational and if you've properly authenticated. If you haven't authenticated properly, the endpoint returns a status code of 401.

TECHNICAL DETAILS

ProfitWell integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing ProfitWell integrations in Cyclr.

API and authentication

API host
Not specified
Authentication
See Connector in Console
Credentials

Review the connector installation fields in Cyclr Console.

Method categories

See available methods

Pagination and rate limits

Pagination

Method-specific behavior should be confirmed before implementation.

Rate limits

Refer to the vendor API documentation for current limits.

IMPLEMENTATION

Authentication at a glance

Authentication requirements and any available connection options are shown when installing this connector in Cyclr Console.

Authentication method
See Connector in Console
Credential required

Review the connector installation fields in Cyclr Console.