Recurly Integrations

Notice your accounting falling out of date with the events on Recurly a little too often? Insert this Zap into your workflow and never run into that problem again. Once you do, a new sales receipt will automatically be added to QuickBooks Online for every new transaction that happens on Recurly, making sure your data is organized and present everywhere you need it.

How It Works

1. A new transaction is recorded on Recurly
2. Zapier automatically adds a sales receipt to QuickBooks Online

What You Need

• Recurly account
• QuickBooks Online account

Trying to bring your new Recurly accounts into Intercom like everything else? This Recurly Intercom integration offers an easy way to do that. Just go through a few simple configuration steps and it'll start working for you immediately: every new account created on Recurly from then on will automatically create or update the matching user on Intercom, making sure that your CRM is always up to date with your new business.

How It Works

1. A new account is created on Recurly
2. Zapier automatically creates or updates a user on Intercom

What You Need

• Recurly account
• Intercom account

If you've got Recurly handling your subscriptions but need the data in QuickBooks Online for your accounting, there's no sense in introducing the potential for errors with manual entry. Just automate the connection with this Recurly QuickBooks Online integration and do it all at once! After it's active, we'll watch Recurly for you, creating new customers on QuickBooks Online for every new account that's created on the subscription platform, keeping everything organized, accurate, and up to date from then on.

How It Works

1. A new account is created on Recurly
2. Zapier automatically adds a new customer on QuickBooks Online

What You Need

• Recurly account
• QuickBooks Online account

With Zapier, SaaS provider LeadChat automates billing to save a large amount of manual work. Automatically creating invoices from transactions allows them to focus less on operations and more on other aspects of their software business.

"What a cracker of a connector - saves countless hours and only creates an invoice in Xero once there is a successful transaction from Recurly - saves HOURS & HOURS"

- Michael Jankie, LeadChat

How it works

1. A brand new transaction occurs via Recurly.
   
2. Zapier takes the transaction data and automatically creates an invoice in Xero.

What You Need

1. A Recurly account
2. A Xero account

As your Recurly accounts evolve, so will their data. Setting up this automation will help ensure that all your customer information is always up to date through an integration with Infusionsoft. Every new transaction added to Recurly will automatically trigger this Zap once you set it up, either creating new contacts on Infusionsoft or updating them if a match already exists. From then on you can count on up-to-the-minute information for each of your customers so your marketing and sales efforts can proceed with confidence.

How It Works

1. A new transaction is recorded on Recurly
2. Zapier automatically creates or updates a contact on Infusionsoft

What You Need

• Recurly account
• Infusionsoft account

Losing track of all those commissions? Don't slow yourself down or lose visibility by adding every detail to Ambassador manually. Instead, setting up this Zap will help you track all your Ambassador's successes without even breaking a sweat. While it's active, the automation will trigger for any new Recurly transaction, automatically recording the event on Ambassador so all your commission and referral activity is effortlessly kept up to date.

How It Works

1. A new transaction is recorded on Recurly
2. Zapier automatically creates an event record on Ambassador

What You Need

• Recurly account
• Ambassador account

Noticing that your CRM doesn't quite reflect all the data on Recurly? Take the pain out of contact list upkeep with this automation. Once you have it set up, every new transaction recorded on Recurly will automatically create a HubSpot contact, or update an existing match. As long as it remains active, this Zap will relentlessly ensure the accuracy of your customer data at all times.

How It Works

1. A new transaction is recorded on Recurly
2. Zapier automation creates or updates a contact on HubSpot

What You Need

• Recurly account
• HubSpot account

Need to react the minute something something happens on Recurly? Then you probably already set up some push notifications. Why not use the event to ensure your contacts remain up to date with any changes? When you set up this Zap, every new Recurly notification you receive will also trigger the addition or update of a matching contact on Infusionsoft, ensuring your information is accurate at all times.

How It Works

1. A new push notification is triggered on Recurly
2. Zapier automatically adds or updates a contact on Infusionsoft

What You Need

• Recurly account
• Infusionsoft account

Finding it too much trouble to keep a manual record of all those Recurly transactions? Let this Zap take care of it for you. It'll be ready to go after a few configuration steps, watching Recurly for new transactions from then on. When one is found, a new row will be added to your Google Sheet with all the details, keeping pace with all your billing events to you have an updated record, at your disposal, at all times.

How It Works

1. A new transaction is recorded on Recurly
2. Zapier automatically adds a new row on Google Sheets

What You Need

• Recurly account
• Google Sheets account

You manage your books with Xero and automate subscription billing with Recurly. Use this Recurly Xero integration to make two systems work in harmony - each time a new Recurly transaction is made, an invoice is automatically created in Xero.

Note: This Zapier integration doesn't create invoices from previous transactions, only new ones after you've set it up.

How It Works

1. A new transaction is made in Recurly
2. Zapier creates a new Xero invoice from this transaction

What You Need

• Recurly account
• Xero account with rights to read/write invoices

Getting push notifications for Recurly events is extremely useful, but how are you putting the required actions into motion? If the answer is 'manually', we have a more efficient proposal—Recurly Zendesk integration. Set this one up, and a new ticket will be created on Zendesk for each push notification triggered on Recurly, containing all the details you and your team need to address each and every issue as soon as it comes up.

How It Works

1. A new push notification is triggered on Recurly
2. Zapier automatically creates a ticket on Zendesk

What You Need

• Recurly account
• Zendesk account

If a new account on Recurly is just the beginning for your engagement with your customers, keep your processes agile by automatically creating leads for them on Base. Once this Recurly Base integration is active, any new account on Recurly will trigger it, and the lead created on Base as a result will contain all the information you indicate during setup, giving you all the customer data you need to continue developing that valuable relationship.

How It Works

1. A new account is created on Recurly
2. Zapier automatically adds a lead on Base

What You Need

• Recurly account
• Base account

Spending too much time notifying others of the new accounts being created on Recurly? Automating the whole thing is as easy as setting up this Zap. Once you do, any new account added to Recurly will automatically and consistently send out an email from your Gmail account to the recipient(s) you want to alert, containing all the information to celebrate the new business or take action, as the case may be.

How It Works

1. A new account is created on Recurly
2. Zapier automatically sends an email through Gmail

What You Need

• Recurly account
• Gmail account

Trying to keep the team on HipChat aware of all your new Recurly accounts without spending all your time sending messages? Just hand the task to this Recurly HipChat integration and forget about it. From the moment you set it up, any new account on Recurly will trigger the Zap, automatically sending a message on HipChat with all the data you indicate during setup so everyone can be notified to your liking without taking any further effort on your part.

How It Works

1. A new account is created on Recurly
2. Zapier automatically sends a message on HipChat

What You Need

• Recurly account
• HipChat account

If all those update emails are driving you crazy, why not optimize the process with a little Zapier automation? After you activate this Zap, any new account on Recurly will also automatically send out an email to the addresses you choose, containing all the information they need to stay on top of the activity and respond accordingly. The best part? You don't have to do a thing, we'll handle it all.

Note: this integration uses Zapier's native email service. If you want to use your existing email account to send emails, try Zaps with email apps such as Gmail, Mailgun, SMTP or Mandrill.

How It Works

1. A new account is created on Recurly
2. Zapier automatically sends an email

What You Need

• Recurly account

If all the follow-up tasks relating to new Recurly accounts keep falling through the cracks, perhaps this Recurly Trello integration can help with some actionable items Trello. Set it up, and every new account added to Recurly will also create a new card on Trello, giving you an automatic and reliable mechanism to ensure each and every account gets processed when and how it needs to.

How It Works

1. A new account is created on Recurly
2. Zapier automatically creates a card on Trello

What You Need

• Recurly account
• Trello account

If you need to take action in your SugarCRM for events in Recurly, don't leave logging them up to error-prone manual entry—use this Recurly SugarCRM integration instead! Once you set it up, every new transaction on Recurly will reliably and automatically create a new task on SugarCRM every time, guaranteeing actionable items to match your latest billing data so that nothing ever gets forgotten.

How It Works

1. A new transaction is recorded on Recurly
2. Zapier automatically adds a task on SugarCRM

What You Need

• Recurly account
• SugarCRM account

If your manual notification methods for Recurly transactions just aren't cutting it any more, consider adding this Zap to your pipeline. After being configured, it will trigger for every new transaction added to the system, automatically sending an email in response. This email can be customized to your liking with all the relevant transaction data, so whether you need to notify your customers or others internally, you'll be able to tailor it to your needs.

Note: this integration uses Zapier's native email service. If you want to use your existing email account to send emails, try Zaps with email apps such as Gmail, Mailgun, SMTP or Mandrill.

How It Works

1. A new transaction is recorded on Recurly
2. Zapier automatically sends an email

What You Need

• Recurly account

Looking to store all those Recurly transactions in a form on HubSpot? No need to keep passing them over manually—just set up this Zap and leave the rest to use. Once you do, a new submission will be added to your form for every new transaction on Recurly, taking care of that organization automatically so you can focus on more important work.

How It Works

1. A new transaction is recorded on Recurly
2. Zapier automatically submits an entry to a HubSpot form

What You Need

• Recurly account
• HubSpot account

Want to let the HipChat team know when something happens on Recurly, but too busy to stop and message them every time? We can do that for you if you set up this Recurly HipChat integration. When you do, every new transaction logged on Recurly will automatically result in a new message sent to your HipChat room, containing all the necessary details to keep everyone in the know about your customer charges.

How It Works

1. A new transaction is recorded on Recurly
2. Zapier automatically sends a message on HipChat

What You Need

• Recurly account
• HipChat account