Capsule CRM + Recurly

Create Recurly accounts for new or updated Capsule CRM contacts

Effortlessly manage your customer records by connecting Capsule CRM with Recurly. With this seamless workflow, every time a contact is added or updated in Capsule CRM, a corresponding account is created in Recurly. This way, you can easily keep your contacts and billing information up-to-date, saving time and eliminating manual data entry.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Account
Triggered when you add a new account.
ActionWrite

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Supported triggers and actions

What does this mean?

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
New Invoice
Triggered when a new Invoice is created.
Trigger
Instant
Try It
New Subscription
Triggered when a new Subscription is created.
Trigger
Instant
Try It
- Account CodeRequired
- Username
- Email
- First Name
- Last Name
- Company Name
Action
Write

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
New Account
Triggered when you add a new account.
Trigger
Scheduled
Try It
- type
Trigger
Instant
Try It
- Account Code
- State
- Type
Trigger
Scheduled
Try It
- Account CodeRequired
- Username
- E-mail
- CC emails
- First name
- Last name
- Company
- VAT number
- Tax exempt
- Phone number
- Street 1
- Street 2
- City
- State/Province
- Zip/Postal code
- Country
Action
Write

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Streak

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CRM (Customer Relationship Management)

About Recurly

Recurly is a subscription management platform delivering a competitive advantage for leading brands worldwide. Trusted by Sling TV, BarkBox, Asana, and thousands more to drive recurring revenue.

Learn more Help

Related categories

Payment Processing

Similar apps

Stripe (Legacy)

Payment Processing

Chargify

Payment Processing

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Payment Processing

PRODUCTS

CAPABILITIES

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Capsule CRM + Recurly

Create Recurly accounts for new or updated Capsule CRM contacts

New or Updated Project

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Entity TypeRequired

Create Contact

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

PipelineRequired

NameRequired

Find Contact

Search usingRequired

Find or Create Project

Search usingRequired

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

Search usingRequired

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

New Invoice

New Subscription

Create Account

Account CodeRequired

Username

Email

First Name

Last Name

Company Name

New or Updated Opportunity

ActionRequired