Integrate Upsales with Recurly

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

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Create its counterpart in Recurly for new products added in your Upsales

Achieve seamless inventory management by synchronizing product details between your subscription management platform and sales and marketing platform. This flow will create a new product in Recurly for every new product created in Upsales.

How it works
  1. The flow triggers when a new product is created in Upsales.
  2. Zoho Flow creates a new item in Recurly.
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Create its counterpart in Recurly for new products added in your Upsales

Upsales + Recurly

Build your own integrations between Upsales and Recurly

Connect Upsales and Recurly with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Upsales and Recurly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created

Triggers when a new company is created

User created

Triggers when a new user is created

Opportunity created

Triggers when a new opportunity is created

Appointment created

Triggers when a new appointment is created

Order placed

Triggers when a new order is placed

Event created

Triggers when a new event is created

Contact created

Triggers when a new contact is created

Activity created

Triggers when a new activity is created

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 company

Creates a new company

Create product

Creates a new product

Create order

Creates a new order

Create activity

Creates a new activity

Create contact

Creates a new contact

Create appointment

Creates a new appointment

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 Upsales?

Upsales is a sales and marketing platform. You can target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports to be sent to your team.

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

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

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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