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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".
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Use when managing user sessions, configuring route protection,
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Trigger with phrases like "clerk session", "clerk middleware",
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Use when implementing SSO integration, configuring role-based permissions,
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Trigger with phrases like "clerk SSO", "clerk RBAC",
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jeremylongshore
jeremylongshore/claude-code-plugins-plus-skills
GitHub リポジトリを開く name instantly-multi-env-setup description 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".
allowed-tools Read, Write, Edit, Bash(npm:*), Grep version 1.12.0 license MIT author Jeremy Longshore <jeremy@intentsolutions.io> tags ["saas","instantly","multi-environment","configuration"] compatibility Designed for Claude Code, also compatible with Codex and OpenClaw
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
Environment Instantly Backend API Keys Webhooks Purpose Development Mock server mock-keylocalhost:3000 Code iteration Staging Separate workspace Staging key staging.yourapp.com Integration testing Production Production workspace Prod key prod.yourapp.com Live outreach
Instructions
Step 1: Environment Configuration
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
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
env
INSTANTLY_API_KEY_STAGING
""
baseUrl
"https://api.instantly.ai/api/v2"
webhookSecret
env
INSTANTLY_WEBHOOK_SECRET_STAGING
""
useMock
false
dailyLimitCap
10
enableRealSending
true
production
env
"production"
apiKey
env
INSTANTLY_API_KEY_PROD
""
baseUrl
"https://api.instantly.ai/api/v2"
webhookSecret
env
INSTANTLY_WEBHOOK_SECRET_PROD
""
useMock
false
dailyLimitCap
100
enableRealSending
true
const
if
useMock
apiKey
throw
new
Error
`INSTANTLY_API_KEY_${env.toUpperCase()} is required for ${env} `
return
Step 2: Environment-Specific .env Files
NODE_ENV=development
INSTANTLY_API_KEY_DEV=mock-key
INSTANTLY_BASE_URL=https://developer.instantly.ai/_mock/api/v2
INSTANTLY_WEBHOOK_SECRET=dev-secret-123
NODE_ENV=staging
INSTANTLY_API_KEY_STAGING=your-staging-workspace-key
INSTANTLY_BASE_URL=https://api.instantly.ai/api/v2
INSTANTLY_WEBHOOK_SECRET_STAGING=staging-secret-456
NODE_ENV=production
INSTANTLY_API_KEY_PROD=your-production-workspace-key
INSTANTLY_BASE_URL=https://api.instantly.ai/api/v2
INSTANTLY_WEBHOOK_SECRET_PROD=prod-secret-789
Step 3: Safe Campaign Creation with Environment Guards import { getConfig } from "./config" ;
import { InstantlyClient } from "./instantly/client" ;
const config = getConfig ();
const client = new InstantlyClient (config.apiKey , config.baseUrl );
async function createCampaignSafe (name : string , sequences : any []const envPrefix = config.env === "production" ? "" : `[${config.env.toUpperCase()} ] ` ;
const safeName = `${envPrefix} ${name} ` ;
const campaign = await client.campaigns .create ({
name : safeName,
daily_limit : Math .min (50 , config.dailyLimitCap ),
sequences,
campaign_schedule : {
start_date : new Date ().toISOString ().split ("T" )[0 ],
schedules : [{
name : "Business Hours" ,
timing : { from : "09:00" , to : "17:00" },
days : { "1" : true , "2" : true , "3" : true , "4" : true , "5" : true , "0" : false , "6" : false },
timezone : "America/New_York" ,
}],
},
stop_on_reply : true ,
});
console .log (`[${config.env} ] Campaign created: ${campaign.name} (${campaign.id} )` );
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 ();
const workspace = await client.request <{
id : string ; name : string ;
}>("/workspaces/current" );
console .log (`Environment: ${config.env} ` );
console .log (`Workspace: ${workspace.name} (${workspace.id} )` );
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" );
}
const accounts = await client.accounts .list (5 );
console .log (`Accounts in workspace: ${accounts.length} ` );
}
Step 5: Webhook Registration Per Environment async function setupWebhooksForEnv (const config = getConfig ();
const webhookBaseUrls : Record <string , string > = {
development : "http://localhost:3000" ,
staging : "https://staging-webhooks.yourapp.com" ,
production : "https://webhooks.yourapp.com" ,
};
const baseUrl = webhookBaseUrls[config.env ];
const existing = await client.webhooks .list ();
for (const w of existing) {
if (w.name .startsWith (`[${config.env} ]` )) {
await client.webhooks .delete (w.id );
}
}
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 Error Cause Solution Wrong workspace API key mismatch Run verifyWorkspaceIsolation() Prod campaign auto-launched Missing environment guard Add if (env !== "production") check Webhook pointing to wrong env Stale webhook registration Re-run setupWebhooksForEnv() Staging data in production Cross-env contamination Use separate workspaces with separate API keys
Resources
Next Steps For observability and monitoring, see instantly-observability.
