CtrlK
BlogDocsLog inGet started
Tessl Logo

instantly-multi-env-setup

Configure Instantly.ai across development, staging, and production environments. Use when setting up multi-workspace deployments, isolating test from production, or managing per-environment API keys and webhook endpoints. Trigger with phrases like "instantly environments", "instantly staging", "instantly dev prod", "instantly multi-env", "instantly workspace isolation".

64

Quality

77%

Does it follow best practices?

Impact

No eval scenarios have been run

SecuritybySnyk

Passed

No known issues

Optimize this skill with Tessl

npx tessl skill review --optimize ./plugins/saas-packs/instantly-pack/skills/instantly-multi-env-setup/SKILL.md
SKILL.md
Quality
Evals
Security

Instantly Multi-Environment Setup

Overview

Configure Instantly API v2 integrations across development, staging, and production environments. Instantly uses workspace-level isolation — each workspace has its own accounts, campaigns, leads, and API keys. This skill covers workspace separation, environment-specific configuration, mock server for dev, and safe promotion workflows.

Environment Strategy

EnvironmentInstantly BackendAPI KeysWebhooksPurpose
DevelopmentMock servermock-keylocalhost:3000Code iteration
StagingSeparate workspaceStaging keystaging.yourapp.comIntegration testing
ProductionProduction workspaceProd keyprod.yourapp.comLive outreach

Instructions

Step 1: Environment Configuration

// src/config.ts
import "dotenv/config";

type Env = "development" | "staging" | "production";

interface InstantlyConfig {
  env: Env;
  apiKey: string;
  baseUrl: string;
  webhookSecret: string;
  useMock: boolean;
  dailyLimitCap: number;
  enableRealSending: boolean;
}

export function getConfig(): InstantlyConfig {
  const env = (process.env.NODE_ENV || "development") as Env;

  const configs: Record<Env, InstantlyConfig> = {
    development: {
      env: "development",
      apiKey: process.env.INSTANTLY_API_KEY_DEV || "mock-key",
      baseUrl: "https://developer.instantly.ai/_mock/api/v2",
      webhookSecret: "dev-secret",
      useMock: true,
      dailyLimitCap: 5,
      enableRealSending: false,
    },
    staging: {
      env: "staging",
      apiKey: process.env.INSTANTLY_API_KEY_STAGING || "",
      baseUrl: "https://api.instantly.ai/api/v2",
      webhookSecret: process.env.INSTANTLY_WEBHOOK_SECRET_STAGING || "",
      useMock: false,
      dailyLimitCap: 10,
      enableRealSending: true,
    },
    production: {
      env: "production",
      apiKey: process.env.INSTANTLY_API_KEY_PROD || "",
      baseUrl: "https://api.instantly.ai/api/v2",
      webhookSecret: process.env.INSTANTLY_WEBHOOK_SECRET_PROD || "",
      useMock: false,
      dailyLimitCap: 100,
      enableRealSending: true,
    },
  };

  const config = configs[env];
  if (!config.useMock && !config.apiKey) {
    throw new Error(`INSTANTLY_API_KEY_${env.toUpperCase()} is required for ${env}`);
  }

  return config;
}

Step 2: Environment-Specific .env Files

# .env.development
NODE_ENV=development
INSTANTLY_API_KEY_DEV=mock-key
INSTANTLY_BASE_URL=https://developer.instantly.ai/_mock/api/v2
INSTANTLY_WEBHOOK_SECRET=dev-secret-123

# .env.staging
NODE_ENV=staging
INSTANTLY_API_KEY_STAGING=your-staging-workspace-key
INSTANTLY_BASE_URL=https://api.instantly.ai/api/v2
INSTANTLY_WEBHOOK_SECRET_STAGING=staging-secret-456

# .env.production
NODE_ENV=production
INSTANTLY_API_KEY_PROD=your-production-workspace-key
INSTANTLY_BASE_URL=https://api.instantly.ai/api/v2
INSTANTLY_WEBHOOK_SECRET_PROD=prod-secret-789

Step 3: Safe Campaign Creation with Environment Guards

import { getConfig } from "./config";
import { InstantlyClient } from "./instantly/client";

const config = getConfig();
const client = new InstantlyClient(config.apiKey, config.baseUrl);

async function createCampaignSafe(name: string, sequences: any[]) {
  // Guard: add environment prefix to campaign names
  const envPrefix = config.env === "production" ? "" : `[${config.env.toUpperCase()}] `;
  const safeName = `${envPrefix}${name}`;

  // Guard: cap daily limit per environment
  const campaign = await client.campaigns.create({
    name: safeName,
    daily_limit: Math.min(50, config.dailyLimitCap),
    sequences,
    campaign_schedule: {
      start_date: new Date().toISOString().split("T")[0],
      schedules: [{
        name: "Business Hours",
        timing: { from: "09:00", to: "17:00" },
        days: { "1": true, "2": true, "3": true, "4": true, "5": true, "0": false, "6": false },
        timezone: "America/New_York",
      }],
    },
    stop_on_reply: true,
  });

  console.log(`[${config.env}] Campaign created: ${campaign.name} (${campaign.id})`);

  // Guard: never auto-activate in production
  if (config.env !== "production") {
    await client.campaigns.activate(campaign.id);
    console.log(`[${config.env}] Campaign auto-activated (non-prod)`);
  } else {
    console.log(`[production] Campaign created in DRAFT — manual activation required`);
  }

  return campaign;
}

Step 4: Workspace Isolation Verification

async function verifyWorkspaceIsolation() {
  const config = getConfig();

  // Get current workspace info
  const workspace = await client.request<{
    id: string; name: string;
  }>("/workspaces/current");

  console.log(`Environment: ${config.env}`);
  console.log(`Workspace: ${workspace.name} (${workspace.id})`);

  // Safety check: verify workspace matches expected environment
  const expectedWorkspaceNames: Record<string, string[]> = {
    development: ["dev", "test", "mock"],
    staging: ["staging", "stage", "qa"],
    production: ["prod", "production", "live"],
  };

  const expected = expectedWorkspaceNames[config.env] || [];
  const nameMatch = expected.some((n) =>
    workspace.name.toLowerCase().includes(n)
  );

  if (!nameMatch && config.env !== "development") {
    console.warn(`WARNING: Workspace name "${workspace.name}" doesn't match expected ${config.env} pattern`);
    console.warn("Verify you're using the correct API key for this environment");
  }

  // List accounts to verify correct workspace
  const accounts = await client.accounts.list(5);
  console.log(`Accounts in workspace: ${accounts.length}`);
}

Step 5: Webhook Registration Per Environment

async function setupWebhooksForEnv() {
  const config = getConfig();

  const webhookBaseUrls: Record<string, string> = {
    development: "http://localhost:3000",
    staging: "https://staging-webhooks.yourapp.com",
    production: "https://webhooks.yourapp.com",
  };

  const baseUrl = webhookBaseUrls[config.env];

  // Clean up existing webhooks
  const existing = await client.webhooks.list();
  for (const w of existing) {
    if (w.name.startsWith(`[${config.env}]`)) {
      await client.webhooks.delete(w.id);
    }
  }

  // Register environment-specific webhooks
  const events = ["reply_received", "email_bounced", "lead_interested", "lead_meeting_booked"];

  for (const event of events) {
    await client.webhooks.create({
      name: `[${config.env}] ${event}`,
      target_hook_url: `${baseUrl}/webhooks/instantly`,
      event_type: event,
      headers: { "X-Webhook-Secret": config.webhookSecret },
    });
  }

  console.log(`[${config.env}] Registered ${events.length} webhooks -> ${baseUrl}`);
}

Promotion Workflow

Development (mock)  →  Staging (real API, test data)  →  Production (live)
    |                        |                               |
    |  Code changes          |  Integration test             |  Manual activation
    |  Unit tests            |  Small lead list (10)         |  Full lead list
    |  Mock server           |  Staging workspace            |  Production workspace
    |                        |  Webhook verification         |  Monitoring + alerts

Error Handling

ErrorCauseSolution
Wrong workspaceAPI key mismatchRun verifyWorkspaceIsolation()
Prod campaign auto-launchedMissing environment guardAdd if (env !== "production") check
Webhook pointing to wrong envStale webhook registrationRe-run setupWebhooksForEnv()
Staging data in productionCross-env contaminationUse separate workspaces with separate API keys

Resources

  • Instantly Workspaces
  • Instantly API v2 Docs
  • Instantly Mock Server

Next Steps

For observability and monitoring, see instantly-observability.

Repository
jeremylongshore/claude-code-plugins-plus-skills
Last updated
Created

Is this your skill?

If you maintain this skill, you can claim it as your own. Once claimed, you can manage eval scenarios, bundle related skills, attach documentation or rules, and ensure cross-agent compatibility.