Docupilot + Recurly Integrations
How to connect Docupilot + Recurly
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DocumentRequired
Provide Download URL Link?
If 'yes', a Download URL with a one hour expiration period will be provided in the response for you to use in a proceeding Action step.
New Invoice
Triggered when a new Invoice is created.
Try ItNew Subscription
Triggered when a new Subscription is created.
Try ItAccount CodeRequired
Must be unique every time.
Username
Email
First Name
Last Name
Company Name
New Account
Triggered when you add a new account.
Try Ittype
Try ItAccount Code
State
Type
Try ItAccount CodeRequired
Username
A secondary value for the account.
E-mail
The email address used for communicating with this customer. The customer will also use this email address to log into your hosted account management pages. This value does not need to be unique.
CC emails
Additional email address that should receive account correspondence. These should be separated only by commas. These CC emails will receive all emails that the email field also receives.
First name
Last name
Company
VAT number
The VAT number of the account (to avoid having the VAT applied). This is only used for manually collected invoices.
Tax exempt
The tax status of the account. "Yes" exempts tax on the account, "No" applies tax on the account.
Phone number
Street 1
Street 2
City
State/Province
State or province
Zip/Postal code
Zip or postal code
Country
Country, 2-letter ISO code
How Docupilot + Recurly Integrations Work
- Step 1: Authenticate Docupilot and Recurly.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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