Recurly + SugarAI
Recurly + SugarAI
Recurly + SugarAI integrations
Create SugarCRM tasks for new transactions on Recurly
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.
- When this happens...New TransactionTriggered when a transaction is added.
- automatically do this!
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Recurly and SugarAI
Discover other triggers and actions you can use with Recurly and SugarAI
- New Account
Triggered when you add a new account.
Try ItTriggerPolling - Account Code
- State
- Type
Try ItTriggerPolling- 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
ActionWrite
- New Invoice
Triggered when a new Invoice is created.
Try ItTriggerInstant - New Subscription
Triggered when a new Subscription is created.
Try ItTriggerInstant - Account CodeRequired
- Username
- Email
- First Name
- Last Name
- Company Name
ActionWrite- ModuleRequired
Try ItTriggerPolling
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.
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About SugarAI
SugarAI is an online CRM platform that helps you manage your sales, marketing, and customer support better.
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