1.Detect successful transactions
Integrate Recurly and payment metadata to capture the successful transaction payload and dedupe by transaction ID.
Create renewal task for monthly on-prem leases from payments
Automatically monitor successful on-prem monthly lease payments across Recurly and CRM-like tracking. Create and update renewal issues and due dates when payments post, invoices confirm, or leases expire—so you can link licenses, assign owners, and schedule follow-up without manual reporting.
How this automation accelerates renewal follow-up
When successful on-prem monthly lease payments go untracked, renewal follow-up starts late and license owners miss scheduling. This automation captures transaction payloads, filters qualifying payments, looks up license ownership in Sheets, calculates due dates, and creates Linear issues—so your team can follow up fast.
Recurlyor swap with your favorite app
2.Filter for qualifying on-prem payments
Integrate Filter by Zapier to continue only for paid transactions that match configured on-prem monthly product criteria.
Filter by Zapieror swap with your favorite app
3.Lookup license owner and link
Integrate Google Sheets and license trackers to map license reference and return the owner identifier and license link.
Google Sheetsor swap with your favorite app
4.Calculate due and expiration dates
Integrate Formatter by Zapier and date rules to calculate due dates from end dates and format to MM/DD/YYYY.
Formatter by Zapieror swap with your favorite app
5.Create renewal issue in Linear
Integrate Linear and project tracking to create an issue with license link, assignee, expiration, and calculated due date.
Linearor swap with your favorite app
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Add member records from new subscriptions for billing ops
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Explore all subscription renewal workflows automations
Retain more recurring revenue with automated renewal reminders, payment failure follow-ups, and CRM updates
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