Integrate Teamleader with Recurly

Send information between Teamleader and Recurly automatically, without writing any code, using Zoho Flow.

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Create a product in the Recurly for every product created in the Teamleader

Automate product detail syncing between your project management software and subscription management platform for hands-free management. This flow will create a product in Recurly when a new product is created in Teamleader.

How it works
  1. The flow triggers when a new product is created in Teamleader.
  2. Zoho Flow creates a new item in Recurly.
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Create a product in the Recurly for every product created in the Teamleader

Teamleader + Recurly

Build your own integrations between Teamleader and Recurly

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Supported triggers and actions

Integrate Teamleader and Recurly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Time tracking updated

Triggers when the details of an existing time tracking are updated

Deal created

Triggers when a new deal is created

Time tracking created

Triggers when a new time tracking is created

Company created

Triggers when a new company is added

Invoice paid

Triggers when an invoice is paid

Project created

Triggers when a new project is created

Deal accepted

Triggers when a deal is accepted

Invoice booked

Triggers when an invoice is booked

Contact added

Triggers when a new contact is added

Product created

Triggers when a new product is created

Item updated

Triggers when the details of an existing item are updated

Item created

Triggers when a new item is created

Transaction completed

Triggers when a new transaction is successfully completed

Charge invoice created

Triggers when a new charge invoice is created

Subscription created

Triggers when a new subscription is created

Account updated

Triggers when the details of an existing account are updated

Account created

Triggers when a new account is added

Subscription updated

Triggers when the details of an existing subscription are updated

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create project

Creates a new project

Create company

Creates a new company

Create contact

Creates a new contact

Link contact to company

Links a contact to the specified company

Create task

Creates a new task

Update task

Updates the details of an existing task

Fetch contact

Fetches a contact by ID

Fetch company

Fetches a company by ID

Create account

Creates a new account

Create subscription

Creates a new subscription

Create plan

Creates a new plan

Add shipping address

Adds a new shipping address to the specified account

Create item

Creates a new item

Add coupon code

Adds a new coupon code

Add external payment for manual invoices

Adds an external payment for manual invoices using invoice ID or number

Add plan add-on

Adds a new plan add-on

Update invoice

Updates the details of an existing invoice

Cancel subscription

Cancels an existing subscription using ID

Re-open account

Reactivates a closed account by account code or ID

Restore coupon

Restores an expired coupon by coupon ID or code

Update account

Updates the details of an existing account

Fetch transaction

Fetches the details of an existing transaction by UUID or ID

Fetch coupon

Fetches the details of an existing coupon by coupon code or ID

Fetch account

Fetches the details of an existing account by account code or ID

Fetch billing information

Fetches the billing information of an existing account by account ID or code

Fetch subscription

Fetches the details of an existing subscription by UUID or ID

Fetch shipping address

Fetches the shipping address of an existing account by account code or ID

Fetch invoice

Fetches the details of an existing invoice by invoice number or ID

Fetch plan

Fetches the details of an existing plan by plan code or ID

What is Teamleader?

Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.

What is Recurly?

Recurly is a subscription management platform that lets you keep track of subscribers, create customer subscriptions, collect payment details, bill customers based on their subscription plan type and more.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

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Director, Perth Security Services

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Technical Engineer, Master Liveaboards

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