# ProfitWell

ProfitWell (opens new window) provides real-time subscription financial metrics.

🔑 Credentials

You can find authentication information for this node here.

# Basic Operations


Company
  • Get your companys ProfitWell account settings
Metric
  • Retrieve financial metric broken down by day for either the current month or the last

# Example Usage

This workflow allows you to send financial metrics monthly to a Mattermost channel. You can also find the workflow (opens new window) on n8n.io. This example usage workflow uses the following nodes.

The final workflow should look like the following image.

A workflow with the ProfitWell node

# 1. Cron node

The Cron node will trigger the workflow on the first day of every month at 9 AM.

  1. Click on Add Cron Time.
  2. Select 'Every Month' from the Mode dropdown list.
  3. Set hours to 9 in the Hour field.
  4. Click on Execute Node to run the node.

In the screenshot below, you will notice that the Cron node is configured to trigger the workflow on the first day of every month at 9 AM.

Using the Cron node to trigger the workflow every month

# 2. ProfitWell node (get: metric)

This node will return monthly financial metrics.

  1. First of all, you'll have to enter credentials for the ProfitWell node. You can find out how to do that here.
  2. Select 'Monthly' from the Type dropdown list.
  3. Click on Execute Node to run the node.

In the screenshot below, you will notice that the node returns montly financial metrics.

Using the ProfitWell node to get monthly financial metrics

# 3. Mattermost node (post: message)

This node will send a message with the metrics that we get from the previous node in the 'Monthly Metrics' channel in Mattermost. If you have a different channel, use that instead.

  1. First of all, you'll have to enter credentials for the Mattermost node. You can find out how to do that here.
  1. Select a channel from the Channel ID dropdown list.
  2. Click on the gears icon next to the Message field and click on Add Expression.
  3. Enter the following message in the Expression field:
Active Customers: {{$node["ProfitWell"].json["active_customers"]}}
Trailing Customers: {{$node["ProfitWell"].json["active_trialing_customers"]}}
New Customers: {{$node["ProfitWell"].json["new_customers"]}}
Growth Rate: {{$node["ProfitWell"].json["growth_rate"]}}
Recurring Revenue: {{$node["ProfitWell"].json["recurring_revenue"]}}
  1. Click on Execute Node to run the node.

In the screenshot below, you will notice that the node sends a message with the metrics that we get from the previous node.

Using the Mattermost node to send a message with the metrics

💡 Activate workflow for production

This example workflow uses the Cron node, which is a Trigger node. You'll need to save the workflow and then click on the Activate toggle on the top right of the screen to activate the workflow. Your workflow will then be triggered as specified by the settings in the Cron node.