Add/Update Subscription

The following endpoint can be used to add or update a Subscription within the Hyfin application. When a Subscription is added to Hyfin, a request will be automatically generated and the customer will be notified via text message, email or both based on the notification options set on the customer record. After submitting their payment method, the customer will automatically be charged based on the frequency of the recurring payment.

If the customer is viewing the Subscription on their device and it gets updated, a message will display letting the customer know the Subscription has been updated and the new version of the Subscription will automatically be displayed on the customers device.

Once the customer has accepted the Subscription, the record will become unable to be modified unless it is to close the Subscription.

Endpoint

The following endpoint can be used to add or update a Subscription. You must replace the {base_url} and {site_id} variable with the site id that was provided when the site was created.

POST

{base_url}/api/v4/site/{site_id}/subscription/addUpdate

The same endpoint is used to add or update a subscription. If a subscription already exists with the {external_id} , the subscription will be updated otherwise it will be inserted.

Request

Field

Type

Description

externalId

String

The unique subscription id from the source system/database. If we detect a record with the same `external_id`, it will be updated, otherwise it will be added.

frequency

String

The billing frequency.
One of `Daily`, `Weekly`, `Bi-Weekly`, `Semi-Monthly`, `Monthly`, `Quarterly`, `Semi-Annually`, `Yearly`

frequencyUnits

Number

Number of frequency units between installments. Ex: `frequency = Yearly` and `frequency_units = 2` means every 2 years.

customer

A reference to the customer record.

startDate

Date

The start date of the subscription. If left blank, it will be set when the customer confirms their payment method. Format = YYYY-MM-DD

numberOfPayments

Number

The number of installments to be made. If left blank, the subscription continues indefinitely or until manually closed.

webhookUrl

String

The url to post to when certain actions are performed on the subscription.

attachmentRefs

A list of attachments.

deleted

Boolean

This flag represents whether the record is deleted and no longer available to be used.

Sample Request

			
{
  "external_id": "439772921",
  "description": "Gold+ Plan",
  "amount": 34.99,
  "frequency": "Monthly",
  "frequency_units": 1,
  "customer": {
    "external_id": "39772634",
    "first_name": "John",
    "last_name": "Doe",
    "mobile_phone": "111-222-3333",
    "email": "johndoe@abc.com"
  },
  "webhook_url": "https://yourcompany.com/webhook"
}

Response

Field

Type

Description

success

Boolean

Whether the record was added or updated successfully.

action

String

Informs whether the record was added or updated. Will only be returned if `success` is `true`.
One of `added`, `updated`

_id

String

The auto generated id assigned to the record.

errors

String [ ]

A list of errors. Will only be returned if `success` is `false`.

Sample Response (Successful)

			
{
  "success": true,
  "action": "added",
  "_id": "60f720d248f143332af022e0"
}

Sample Response (Failed)

			
{
  "success": false,
  "errors": [
    "invalid field2",
    "missing field_name"
  ]
}