Recurly + SugarCRM

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 Transaction
Triggered when a transaction is added.
TriggerPolling
automatically do this!
ActionWrite

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Supported triggers and actions

New Account
Triggered when you add a new account.
Trigger
Polling
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- type
Trigger
Instant
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- Account Code
- State
- Type
Trigger
Polling
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- 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
- ModuleRequired
Trigger
Polling
Try It

- ModuleRequired
Action
Write
- ModuleRequired
- Search Field #1Required
- Value for Search Field #1Required
- Search Field #2
- Value for Search Field #2
Action
Search or write

New Invoice
Triggered when a new Invoice is created.
Trigger
Instant
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New Subscription
Triggered when a new Subscription is created.
Trigger
Instant
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- Account CodeRequired
- Username
- Email
- First Name
- Last Name
- Company Name
Action
Write
- ModuleRequired
Trigger
Polling
Try It
- ModuleRequired
Action
Write
- ModuleRequired
- Search Field #1Required
- Value for Search Field #1Required
- Search Field #2
- Value for Search Field #2
Action
Search

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