Actionist·FanBasis
FanBasis

FanBasis

· #208 most-used

Sell, host, and scale your digital business — every transaction automated

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FanBasis is the all-in-one storefront platform built for creators and digital entrepreneurs — combining payments, subscription management, course and community hosting, upsells, BNPL checkout options, and affiliate tracking in a single tool. Connect FanBasis to Actionist and your agents can react to every storefront event: enrol buyers in post-purchase sequences when a sale closes, launch dunning campaigns within about a minute of a failed payment, compile chargeback evidence before a dispute deadline, track affiliate commissions automatically, and maintain revenue and subscription health dashboards across your entire business — without manually exporting a single CSV.

Try FanBasis with ActionistVisit FanBasis
Average time saved
13 hours
per person · per month
≈ 2 workdays back

Eliminates manual work. Agents eliminate the manual cycle of exporting FanBasis transactions, updating CRM records, launching email sequences, monitoring billing failures, and tracking affiliate commissions — all tasks that compound with every sale and cancellation event.

Schedule

What your FanBasis agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Tue–Thu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

FanBasis × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
6Apps spanned
~16 hrsSaved / week
6Personas served
For sales
Featured5 apps

New sale: CRM deal, email sequence, and revenue log in one step

When a FanBasis sale completes, the agent retrieves the offer and buyer details, creates a CRM deal record in HubSpot, enrolls the buyer in the correct post-purchase email sequence in ActiveCampaign, logs the transaction to the revenue sheet, and posts a team celebration in Slack — the entire post-purchase pipeline runs without anyone touching a screen.

~8 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a buyer completes a purchase in FanBasis
Trigger
Step 1
FanBasis
New Sale fires when checkout completes
read
Step 2
FanBasis
Get Sale Details — retrieve offer name, amount, and buyer email
write
Step 3
HubSpot
Create contact and deal record with offer and amount
write
Step 4
ActiveCampaign
Add buyer to post-purchase welcome sequence tagged by offer
write
Step 5
Google Sheets
Append sale row to revenue tracking sheet
write
Step 6
Slack
Post sale celebration message to #wins channel
Result
Create contact and deal record with offer and amountAdd buyer to post-purchase welcome sequence tagged by offerAppend sale row to revenue tracking sheetPost sale celebration message to #wins channel
The win
Saved per run
15 min
Runs / week
~30×
Every buyer is in the CRM and on a follow-up sequence within about a minute of checkout
Driven bySales Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    20 min / week
    Manual post-purchase CRM entry

    Sales teams manually export FanBasis transactions, paste buyer details into the CRM, and individually add buyers to email sequences — a task that compounds with every sale.

    Sales Agent
    0 min
    Agent logs every sale to CRM and launches follow-up automatically

    When a FanBasis sale fires, the agent creates a CRM deal record, enrolls the buyer in the post-purchase sequence, and logs the transaction to the revenue sheet — all within about a minute of checkout.

  • Marketing
    18 min / week
    Manual churn list assembly

    Marketing teams manually check FanBasis for new cancellations, export the list, and upload it to the email tool each week — a process that introduces 3–7 days of delay into the win-back window.

    Marketing Agent
    0 min
    Agent starts win-back sequences within minutes of every cancellation

    When a subscription is cancelled, the agent pulls subscriber context, tags them in the CRM, and launches the correct win-back sequence in the email tool — no manual export needed.

  • Customer Support
    25 min / week
    Manual failed-payment monitoring

    Support teams check FanBasis manually for failed payments, copy subscriber details to the email tool, and alert the team via Slack — often hours after the failure occurred.

    Customer Support Agent
    0 min
    Agent starts dunning sequences within minutes of every failed payment

    When a subscription goes past due, the agent immediately starts the dunning sequence, alerts the billing team in Slack, and logs the subscriber — payment recovery begins within about a minute of the failure.

  • Human Resources
    15 min / week
    Manual affiliate commission tracking

    HR teams manually export FanBasis referral data, match commissions to affiliate records in a spreadsheet, and calculate payout totals at month end — error-prone without an automated log.

    Human Resources Agent
    0 min
    Agent logs every referral commission and updates affiliate records automatically

    When a referral commission fires, the agent logs the amount to the payout tracker, updates the CRM affiliate record, and posts a team shout-out — all within about a minute of the sale completing.

  • Finance
    45 min / week
    Weekly manual revenue export and reconciliation

    Finance teams manually export FanBasis transaction data each week, reconcile refunds and disputes, update the revenue sheet, and recalculate the chargeback reserve — a 30–60 minute process every Monday.

    Finance Agent
    0 min
    Agent maintains a real-time revenue and dispute tracker from FanBasis events

    Every sale, renewal, refund, and dispute updates the revenue and chargeback tracking sheets within about a minute — the finance team always has a current view without waiting for a weekly export.

  • Operations
    35 min / week
    Manual weekly subscriber health report

    Operations teams manually pull subscriber counts, churn figures, and failed payment totals from FanBasis, format them into a report, and distribute it via email each Monday.

    Operations Agent
    0 min
    Agent produces a weekly subscriber health digest automatically

    Every Monday the agent retrieves subscription metrics, calculates churn and recovery rates, and posts a cross-team health digest to #operations before the all-hands — no manual data assembly.

  • Legal
    22 min / week
    Manual dispute monitoring

    Legal teams check FanBasis for new disputes manually, compile transaction evidence by hand, and alert stakeholders via email — often missing optimal evidence-submission windows.

    Legal Agent
    0 min
    Agent alerts the legal team to every new dispute within about a minute

    When a charge is disputed, the agent compiles evidence, alerts the team in Slack with the deadline, and logs the exposure to the reserve tracker — all before anyone has manually checked their billing dashboard.

+ 100s of other FanBasis automations
Average time saved
18 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
16
Hours saved / year
800
Annual ROI
$60,000

Based on FanBasis's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.2 hrs / person / week of admin work automated.

Connect

How to plug FanBasis into Actionist

Pick the connection method that suits your environment.

The fastest path to FanBasis. Actionist opens a FanBasis OAuth window — sign in once and your agents gain access to transactions, subscribers, offers, and webhook events.

1
Open the Apps tab

Find FanBasis in the Apps tab and click Connect. OAuth is selected by default.

2
Authorise in FanBasis

A FanBasis authorisation window opens — sign in with your store credentials and grant Actionist permission to read your transactions, subscribers, and offers.

3
Test the connection

Actionist runs a lightweight read call to confirm the handshake. You're ready to build agent tasks.

Actions

14 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

11 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about FanBasis + Actionist

How does Actionist connect to FanBasis?
Go to the Apps tab in Actionist, find FanBasis, and click Connect. The recommended path is OAuth — Actionist opens a FanBasis authorisation window, you sign in and grant permission, and the agent is wired to your store within seconds. If you prefer a direct API key, go to FanBasis → Settings → Developer → API Keys, generate a key with the required scopes, and paste it into the API key field in Actionist instead. Either way, Actionist runs a lightweight test call to confirm the handshake before any actions run.
What events from FanBasis can trigger Actionist workflows?
FanBasis fires webhook events for every significant storefront moment: new sales, subscription renewals, subscription cancellations, subscription-past-due notices, refunds, charge disputes, dispute outcomes (won or lost), failed payments, referral commissions, manual transactions, and more. Actionist receives those webhooks within about a minute of the event and can immediately trigger downstream actions — tagging a subscriber in your email tool, logging a row in a spreadsheet, or sending a Slack alert to your team.
Can I connect FanBasis to other apps in the same workflow?
Yes — FanBasis is most powerful as a hub connected to the rest of your stack. Common pairings: add a buyer to an email sequence in ActiveCampaign or Kit when a new sale fires; write each transaction to Google Sheets for revenue tracking; post a refund notification to a Slack channel so your support team can respond proactively; sync subscriber data to a CRM like HubSpot when a subscription is created or cancelled; trigger a Notion task when a chargeback dispute is raised. Any of Actionist's 200+ connected apps can send or receive data alongside FanBasis in the same agent task.
What are the most common things agents do with FanBasis?
The four patterns that come up most: (1) post-purchase automation — when a sale fires, the agent enrolls the buyer in a welcome email sequence, tags them in your CRM, and logs the order to a revenue sheet in one step; (2) subscription health monitoring — past-due and failed-payment events trigger dunning sequences or personal outreach before a subscriber churns; (3) dispute management — a charge-disputed event alerts the team immediately so evidence is gathered and submitted before the deadline; (4) referral tracking — every referral commission event is logged against the referring affiliate so payouts can be calculated without manual reconciliation.
How quickly do FanBasis events reach my Actionist agent?
FanBasis triggers fire within about a minute of the underlying event (a payment completing, a subscription status change, a dispute opening). They are webhook-based — FanBasis pushes the event to Actionist's registered endpoint rather than Actionist polling on a schedule. This means the agent's response time is bounded by webhook delivery and Actionist's queue processing, not by a fixed polling interval. For time-sensitive flows like dispute alerts, plan your downstream steps assuming a delay of up to a few minutes rather than truly instant delivery.
Can the agent distinguish between different products or offers in my FanBasis store?
Yes. When you connect FanBasis via OAuth, the agent can read product, subscriber, and transaction data scoped to your store. If you run multiple products or offers inside FanBasis, you can filter agent tasks by product ID or offer type — for example, running a different post-purchase sequence for coaching clients versus digital-download buyers. The API exposes offer identifiers on every sale and subscription event, so routing logic based on what was purchased is straightforward to configure.
Can Actionist write data back into FanBasis — for example, update a subscriber's plan?
Actionist does not write payment or pricing data back to FanBasis — the platform manages all checkout and billing logic internally. What Actionist can do is read FanBasis transaction and subscriber data and act on it in other systems: updating a CRM, triggering email sequences, logging revenue, or alerting your team. If you need to update a subscriber's plan or apply a discount, that is done inside FanBasis itself; the agent handles the downstream coordination once the FanBasis event fires.
How do I set up a failed-payment recovery sequence using FanBasis and Actionist?
Start with the Subscription Past Due trigger. When FanBasis marks a subscription as past due — typically after a payment fails — the agent can immediately send a personalised recovery email via your email tool, post a Slack alert to your support team, and log the subscriber to a dunning tracker in Google Sheets. If the Subscription Recovered event then fires (meaning the subscriber updated their payment method and the charge succeeded), the agent closes the recovery loop: removes the dunning tag, archives the Slack alert thread, and logs the recovery date. This two-trigger pattern handles the full failed-payment cycle without any manual intervention.