Integrate Recurly with Zoho CRM
Send information between Recurly and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Recurly and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Subscription updated
Triggers when the details of an existing subscription are updated
Account updated
Triggers when the details of an existing account are updated
Charge invoice created
Triggers when a new charge invoice is created
Account created
Triggers when a new account is added
Item created
Triggers when a new item is created
Item updated
Triggers when the details of an existing item are updated
Transaction completed
Triggers when a new transaction is successfully completed
Subscription created
Triggers when a new subscription is created
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
Updated deal
Triggers when an existing deal is updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
All Actions - Actions are the automated tasks
Add plan add-on
Adds a new plan add-on
Create item
Creates a new item
Add external payment for manual invoices
Adds an external payment for manual invoices using invoice ID or number
Add coupon code
Adds a new coupon code
Add shipping address
Adds a new shipping address to the specified account
Create subscription
Creates a new subscription
Create plan
Creates a new plan
Create account
Creates a new account
Update account
Updates the details of an existing account
Restore coupon
Restores an expired coupon by coupon ID or code
Update invoice
Updates the details of an existing invoice
Re-open account
Reactivates a closed account by account code or ID
Cancel subscription
Cancels an existing subscription using ID
Fetch invoice
Fetches the details of an existing invoice by invoice number or ID
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 shipping address
Fetches the shipping address of an existing account by account code or ID
Fetch account
Fetches the details of an existing account by account code or ID
Fetch subscription
Fetches the details of an existing subscription by UUID or ID
Fetch plan
Fetches the details of an existing plan by plan code or ID
Fetch billing information
Fetches the billing information of an existing account by account ID or code
Enroll cadence
Enrolls an existing record to a cadence
Update related module entry
Relates an entry in this module with an entry in another module
Update module entry
Updates the specified module entry
Raise signal
Raises a signal to Zoho CRM
Send email template
Sends an email to the specified users
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Add note
Adds a note to the selected module
Un-enroll cadence
Un-enrolles a record from the cadence
Convert lead to contact
Converts a lead to a contact
Draft email
Drafts an email for the selected record
Send mail merge
Sends a mail merge with details of the selected record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Remove tags
Removes tags from the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Add tags
Adds tags to the specified record
Add user
Adds a new user
Update user
Updates the details of an existing user based on user ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch event
Fetches an event by its title or unique ID
Fetch email template
Fetches an email template by name
Fetch inventory template
Fetches an inventory template using ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch user
Fetches the details of an existing user by name or email address
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
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.
Similar apps
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
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Technical Engineer, Master Liveaboards
