If your team is planning to optimize activation and retention funnels within your accounting product, your team will certainly be interested in the lifecycle events tracked within the Hurdlr ecosystem, by way of Data Lakes, webhooks, and native analytics integrations including Mixpanel.
Irrespective of what mechanism you're using to consume the lifecycle events, the following data is available to you on each event:
| Field | Description | Format |
|---|
| id | The unique id of this lifecycle event | Numeric |
| userId | The id in your DB of the client who triggered this event, as passed in when initially registering a user in the Hurdlr API | String |
| date | The timestamp, in seconds since the Unix epoch, of this event | Numeric |
| event | The name of this lifecycle event | String |
Additionally, event-specific metadata attributes are also provided as documented below:
invoiceDashShown
invoiceCreationStarted
invoiceCreationCanceled
invoiceSetupStarted
invoiceSetupCompleted
invoiceDrafted
▼
| Field |
Description |
Format |
| entityId |
Id of the invoice drafted |
Numeric |
invoiceEdited
▼
| Field |
Description |
Format |
| entityId |
Id of the invoice edited |
Numeric |
| type |
The type of the invoice edited |
One of the following: "DRAFT", "OPEN", "RECURRING" |
invoiceSent
▼
| Field |
Description |
Format |
| entityId |
Id of the invoice sent |
Numeric |
| frequency |
The recurrence frequency of the invoice |
One of the following: "ONE_TIME", "WEEKLY", "BI_WEEKLY", "MONTHLY", "YEARLY",
"AFTER_TWO_MINS"
Note that "AFTER_TWO_MINS" is solely for dev/testing purposes |
| sendMethod |
How the invoice was sent |
One of the following: "CREATE_LINK", "SEND_EMAIL", "SEND_QUOTE" |
| acceptCash |
Whether the invoice can be paid with cash |
Boolean |
| acceptCredit |
Whether the invoice can be paid with a credit card |
Boolean |
| acceptACH |
Whether the invoice can be paid with an ACH payment |
Boolean |
| autoCharge |
Whether the invoice will automatically charge a stored payment method |
Boolean |
invoiceScheduled
▼
| Field |
Description |
Format |
| entityId |
Id of the scheduled invoice |
Numeric |
| scheduledDate |
Date the invoice is scheduled to send |
YYYY-MM-DD, ex: "2025-03-24" |
invoicePaid
▼
| Field |
Description |
Format |
| entityId |
Id of the paid invoice |
Numeric |
| dueDate |
Due date of the invoice |
YYYY-MM-DD, ex: "2025-03-24" |
| paymentMethod |
Payment method used to pay the invoice |
One of the following: "CASH", "CREDIT", "ACH" |
| autoCharge |
Whether this invoice was automatically charged to a stored payment method |
Boolean |
invoiceSetupBusinessInfoStepCompleted
▼
| Field |
Description |
Format |
| firstNameAdded |
Whether the user added their first name to their invoices |
Boolean |
| lastNameAdded |
Whether the user added their last name to their invoices |
Boolean |
| address1Added |
Whether the user added a first line to their business address |
Boolean |
| address2Added |
Whether the user added a second line to their business address |
Boolean |
| cityAdded |
Whether the user added a city to their business address |
Boolean |
| stateAdded |
Whether the user added a state to their business address |
Boolean |
| zipAdded |
Whether the user added a zip code to their business address |
Boolean |
| phoneAdded |
Whether the user added a business phone number to their invoices |
Boolean |
invoiceSetupCustomizationStepCompleted
▼
| Field |
Description |
Format |
| logoAdded |
Whether the user added a custom logo to their invoices |
Boolean |
| colorAdded |
Whether the user added a custom brand color to their invoices |
Boolean |
| skipped |
Whether the user skipped this step of invoice setup |
Boolean |
invoicePaymentProcessingSetupStarted
▼
| Field |
Description |
Format |
| paymentProcessor |
Which
payment processor
the user is starting to set up
|
One of the following: "STRIPE", "MAAST", "MOOV" |
| source |
Where the user entered payment processing setup from |
One of the following: "INVOICE_DASH", "INVOICE_SETTINGS", "INVOICE_SETUP", "INVOICE_FORM"
|
invoicePaymentProcessingSetupCompleted
▼
| Field |
Description |
Format |
| paymentProcessor |
Which
payment processor
the user set up
|
One of the following: "STRIPE", "MAAST", "MOOV" |
invoiceSetupCanceled
▼
| Field |
Description |
Format |
| step |
Which step of invoice setup the user canceled from |
One of the following: "BUSINESS_INFO", "CUSTOMIZATION", "PAYMENT_PROCESSING" |
invoiceSettingsEdited
▼
| Field |
Description |
Format |
| brandColorEdited |
Whether the user edited their custom brand color |
Boolean |
| logoEdited |
Whether the user edited their custom logo |
Boolean |
| defaultNoteEdited |
Whether the user edited their default invoice note |
Boolean |
| defaultTermEdited |
Whether the user edited their default invoice term |
Boolean |
| defaultMarkupPercentEdited |
Whether the user edited their default expense markup percent |
Boolean |
| defaultHourlyRateEdited |
Whether the user edited their default hourly rate |
Boolean |
| hasDueDateReminder |
Whether the user automatically sends a reminder to pay on the invoice's due date |
Boolean |
| hasThreeDayReminder |
Whether the user automatically sends a reminder to pay three days before the invoice's due
date |
Boolean |
| hasWeeklyReminder |
Whether the user automatically sends a weekly reminder pay an invoice |
Boolean |
invoiceViewedByUser
▼
| Field |
Description |
Format |
| entityId |
Id of the invoice viewed |
Numeric |
invoiceViewedByClient
▼
| Field |
Description |
Format |
| entityId |
Id of the invoice viewed |
Numeric |
