Reference · built on requestOperator by FibricSales, quotes & revenue

Usage Upsell

Spots accounts whose metered usage is near or over their plan limit and proposes an upgrade task for the account owner.

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About

Usage Upsell reads consumption where it is recorded. That can be a table or view in BigQuery, Snowflake, or PostgreSQL that you name, Stripe meter event summaries per customer and meter, or Chargebee usage records by subscription_id. It reads the plan limit from the subscription's price or item, or from a limits table you point it at.

When an account crosses the threshold you set, it looks up the owner in the CRM and proposes an upgrade task with the usage, the limit, and the trend attached. The owner accepts the task or dismisses it. No plan is changed and no customer is emailed by the operator.

This is a reference listing. It documents what Fibric would read from Usage Upsell and what it could propose, based on the vendor's published interfaces. Fibric builds it under a managed deployment when you request it; selecting it here installs nothing.

Inputs

  • Usage rows from a BigQuery query through jobs.query, a Snowflake statement through POST /api/v2/statements, or a PostgreSQL query, keyed by account id and period
  • Stripe meter event summaries through GET /v1/billing/meters/:id/event_summaries for a customer, start_time, and end_time
  • Chargebee usage records with usage_date, subscription_id, item_price_id, and quantity
  • Plan limits from the Stripe subscription item's price and quantity, Chargebee subscription_items, or a limits table you maintain
  • Account owners in the CRM: HubSpot company hubspot_owner_id, or the Salesforce Account's OwnerId, matched on domain or a stored account id
  • Existing open upgrade deals or tasks, so an account already being worked is not proposed twice

Proposed actions

  • Target capability: propose a HubSpot task through POST /crm/v3/objects/tasks with hs_task_subject, hs_task_body holding usage and limit, hs_timestamp, and hubspot_owner_id
  • Target capability: propose a Salesforce Task with Subject, ActivityDate, WhatId set to the Account, and OwnerId set to the account owner
  • Target capability: propose an upgrade deal in the CRM with amount left blank, associated to the company, for the owner to price
  • Target capability: propose a Slack message to the owner through chat.postMessage naming the account, the meter, and the reading against the limit

Proposed actions are target capabilities. Every action runs propose-first and needs a validated deployment and the appropriate permissions.

What you can build

  • Stripe meters into HubSpot tasks

    Read each customer's meter event summaries for the current period, compare with the price quantity, and open a HubSpot task for the company owner when the threshold is crossed.

    With Stripe, HubSpot

  • Warehouse usage into Salesforce

    Run a BigQuery jobs.query over your usage table, join to the Salesforce Account by stored id, and propose a Task with ActivityDate for the OwnerId.

    With BigQuery, Salesforce Sales Cloud

  • Chargebee usage records

    Read usage by subscription_id and item_price_id, compare with the subscription item quantity, and propose the upgrade deal in HubSpot.

    With Chargebee, HubSpot

  • Snowflake nightly check

    Submit one statement through the SQL API, read the partitions, and post the accounts over threshold to the account team's Slack channel.

    With Snowflake, Slack

Requirements

  • Usage recorded somewhere queryable: a warehouse table, Stripe billing meters, or Chargebee usage
  • A plan limit per account, as a price or item quantity or as a table
  • A CRM with a named owner per account: HubSpot or Salesforce
  • Your threshold, such as a share of the limit, and how often to check
Authentication
Read access to the warehouse or database through a service account or key pair, a billing key with meter or usage read, and a CRM token with task and deal write scopes.

Limits

  • It reads the usage figure your system recorded. It does not meter anything itself.
  • Stripe meter summaries are eventually consistent, so a reading taken minutes after an event can be low.
  • It never changes a plan, a price, or a quantity. Upgrades are sold by the owner.
  • An account it cannot match to a CRM owner is listed as unowned rather than assigned to anyone.

Access and pricing

Reference listing. Fibric builds the operator under a managed deployment when you request it. Your quote covers the build, capabilities, usage, and support.

Request Usage Upsell ↗

Questions and answers

What lands in the account owner's queue?
An upgrade task addressed to them, with the account, the meter, the current reading, the plan limit, and the recent trend. They accept it into their queue or dismiss it with a reason. Dismissed accounts are not proposed again until usage rises further.
Does the customer ever hear from it?
No. It creates tasks and deals for your team. Any message to the customer is written and sent by the owner.
What record is left?
Account id, the source queried, the reading and limit at check time, the threshold applied, the task or deal proposed, who accepted or dismissed it, and when. A created task can be closed from the entry.
Ask about Usage Upsell

Ask about the capabilities and requirements in this listing.

For project-specific requirements, contact Fibric.

This operator is developed, published, and supported by Fibric. Third-party names and logos identify the systems an integration connects to; they are the property of their respective owners, who are not affiliated with Fibric and do not sponsor or endorse this listing. Trademark policy