Create InstaSite Automation Processor

Overview

The Create InstaSite automation generates instant websites (InstaSites) for business contacts associated with deals when they enter a specific pipeline stage. Supports custom templates and email/SMS notifications to share the site.

Source File: queue-manager/queues/deals/automations/instasite.js
Triggered By: queue-manager/services/deals/automations.js
Business Impact: HIGH - Lead engagement & value delivery

Processing Logic

sequenceDiagram
    participant AUTO as Automation Service
    participant QUEUE as InstaSite Queue
    participant DEAL as Deals
    participant CONTACT as Contacts
    participant SITE as InstaSite Utility
    participant NOTIFY as Email/SMS

    AUTO->>QUEUE: Add automation job
    QUEUE->>DEAL: Find eligible deals<br/>(with business contact)

    loop For Each Deal
        QUEUE->>CONTACT: Validate business contact
        QUEUE->>SITE: Create instasite<br/>(template + business)
        SITE-->>QUEUE: Site ID & URL

        opt Notifications Enabled
            QUEUE->>NOTIFY: Send email/SMS with site link
        end

        QUEUE->>DEAL: Mark automation triggered
    end

Key Features

Template Requirement

const templateID =
  automation.data && automation.data.template_id ? automation.data.template_id : null;

if (!templateID) {
  throw new Error('Template not provided!');
}

Business Contact Requirement

// Only processes deals with business contacts
const business = deal.business ? deal.business : null;

if (business) {
  // Create instasite
} else {
  throw new Error('No business contact associated with deal');
}

Notification Configuration

const notifications =
  automation.data && automation.data.notifications ? automation.data.notifications : {};

// Normalize field names
if (notifications.sms?.message) notifications.sms.content = notifications.sms.message;
if (notifications.email?.message) notifications.email.content = notifications.email.message;

InstaSite Creation

const result = await addInstasite(
    accountID,
    userID,
    [business], // Array of business contacts
    notifications,
    templateID
);

// Result format
{
    deal: dealID,
    instasite: result[0], // Site details
    business: businessID
}

Collections Used

Input: deal-automation
Query: deal (with business field)
Validation: contact (business contact)
Create: instasites-* collections (via utility)
Optional: communication (email/SMS records)

Automation Data Structure

{
    template_id: ObjectId("templateId"), // Required
    notifications: {
        email: {
            enabled: true,
            subject: "Your Custom Website is Ready!",
            content: "Hi {{business.company}}, we've created a website for you...",
            sender: "websites@company.com"
        },
        sms: {
            enabled: true,
            content: "Your website is live: {{site.url}}"
        }
    }
}

Use Cases

Example 1: Instant Lead Engagement

// Automation
{
  stage_id: "new_lead",
  action: "create_instasite",
  data: {
    template_id: businessProfileTemplateID,
    notifications: {
      email: {
        enabled: true,
        subject: "We Created a Website for {{business.company}}!",
        content: "As a demonstration of our web design capabilities, we've built a custom website for your business..."
      }
    }
  },
  delay: 0
}

// Result: Instant credibility and value demonstration

Example 2: Proposal Visualization

// Automation
{
  stage_id: "proposal_sent",
  action: "create_instasite",
  data: {
    template_id: mockupTemplateID,
    notifications: {
      email: {
        enabled: true,
        subject: "Preview Your New Website - {{business.company}}",
        content: "To help you visualize our proposal, here's a mockup of your new website..."
      },
      sms: {
        enabled: true,
        content: "Preview your new site design: {{site.url}}"
      }
    }
  },
  delay: 3600 // 1 hour after proposal
}

Example 3: Onboarding Deliverable

// Automation
{
  stage_id: "closed_won",
  action: "create_instasite",
  data: {
    template_id: starterSiteTemplateID,
    notifications: {
      email: {
        enabled: true,
        subject: "Your Website is Live!",
        content: "Welcome! Your starter website is now live and ready to customize..."
      }
    }
  },
  delay: 0
}

InstaSite vs InstaReport

Feature	InstaSite	InstaReport
Output	Live website	PDF/HTML report
Purpose	Engagement, demo, deliverable	Data analysis, insights
Editing	Customer can edit content	Static, read-only
Hosting	DashClicks subdomain	Hosted report URL
Templates	Website designs	Report layouts

Error Handling

Common Errors

1. No Template: template_id not provided
2. Invalid Business: Contact doesn't exist
3. No Business: Deal has no business contact
4. Template Not Found: Invalid template ID
5. Site Generation Failed: Utility error

Error Response

{
    deal: dealID,
    instasite: null,
    business: businessID,
    message: "No business contact associated with deal",
    additional_info: {...}
}

Notification Flow

1. InstaSite Created: Website generated with template
2. Email Sent (if enabled): Email with site link and credentials
3. SMS Sent (if enabled): SMS with shortened site link
4. Activity Logged: Site creation tracked

Merge Fields in Notifications

Available merge fields:

• {{business.company}} - Business name
• {{business.phone}} - Phone number
• {{business.email}} - Email address
• {{site.url}} - InstaSite URL
• {{site.edit_url}} - Edit/admin URL
• {{user.name}} - Creating user name
• {{deal.name}} - Deal name

Performance

Execution Time: 3-8 seconds per site (site generation intensive)
Batch Processing: Sequential (not parallel) due to generation load
Complexity: HIGH
Lines of Code: 179

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Business Value: Lead engagement, value demonstration, fast time-to-delivery