Integrate Salesforce with Recurly
Send information between Salesforce and Recurly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create its counterpart in Recurly for new products added in your Salesforce
Ensure systematic record-keeping of products across your CRM software and subscription management platform to enhance operational efficiency. This flow will create a product in Recurly when a new product is created in Salesforce.
How it works
- The flow triggers when a new product is added in Salesforce.
- Zoho Flow creates a new item in Recurly.
Create its counterpart in Recurly for new products added in your Salesforce
Salesforce + Recurly
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Supported triggers and actions
Integrate Salesforce and Recurly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Case created
Triggers when a new case is created
Contact updated
Triggers when a contact is updated
Lead created
Triggers when a new lead is created
Product added
Triggers when a new product is added
Product updated
Triggers when an product is updated
Opportunity added
Triggers when a new opportunity is added
Task updated
Triggers when a task is updated
Solution updated
Triggers when an solution is updated
Opportunity updated
Triggers when an opportunity is updated
Solution added
Triggers when a new solution is added
Lead updated
Triggers when a lead is updated
Order updated
Triggers when an order is updated
Module entry added
Triggers when a new entry is added to the selected module
Task created
Triggers when a new task is created
Module entry updated
Triggers when a record is updated in the selected module
Campaign updated
Triggers when a new campaign is updated
Order created
Triggers when a new order is created
Event created
Triggers when a new event is created
Note created
Triggers when a new note is created
Note updated
Triggers when a note is updated
Account created
Triggers when a new account is created
Case updated
Triggers when a case is updated
Contact created
Triggers when a new contact is created
Campaign added
Triggers when a new campaign is added
Account updated
Triggers when an account is updated
Event updated
Triggers when an event is updated
Account created
Triggers when a new account is added
Item created
Triggers when a new item is created
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
Subscription created
Triggers when a new subscription is created
Item updated
Triggers when the details of an existing item are updated
Transaction completed
Triggers when a new transaction is successfully completed
All Actions - Actions are the automated tasks
Create note
Creates a new note
Create account
Creates a new account
Create campaign
Creates a new campaign
Create case
Creates a new case
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Create custom module entry
Creates a new entry in the selected module
Create solution
Creates a new solution
Create contact
Creates a new contact
Create lead
Creates a new lead
Create order
Creates a new order
Create task
Creates a new task
Create product
Creates a new product
Update order
Updates the details of an existing order
Update solution
Updates the details of an existing solution
Update note
Updates the details of an existing note
Update lead
Updates the details of an existing lead
Update custom module entry
Updates the details of entry in the selected module
Update product
Updates the details of an existing product
Update opportunity
Updates the details of an existing opportunity
Update case
Updates the details of an existing case
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Update account
Updates the details of an existing account
Update event
Updates the details of an existing event
Update campaign
Updates the details of an existing campaign
Fetch product
Fetches the details of an existing product by name or ID
Fetch lead
Fetches the details of an existing lead by name or ID
Fetch group
Fetches the details of an existing group by name or ID
Fetch order
Fetches the details of an existing order by number or ID
Fetch contact
Fetches the details of an existing contact by name or email address or ID
Fetch user
Fetches the details of an existing user by email, name or ID
Fetch event
Fetches the details of an existing event by subject or ID
Fetch contract
Fetches the details of an existing contract by number or ID
Fetch case
Fetches the details of an existing case by subject or ID
Fetch campaign
Fetches the details of an existing campaign by name or ID
Fetch asset
Fetches the details of an existing asset by name or ID
Fetch note
Fetches the details of an existing note by title or ID
Fetch company
Fetches the details of an existing D&B company by name or ID
Fetch module entry
Fetches the details of a module record entry based on the specified value
Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID
Fetch solution
Fetches the details of an existing solution by name or ID
Fetch opportunity
Fetches the details of an existing opportunity by name or ID
Fetch account
Fetches the details of an existing account by name or ID
Create account
Creates a new account
Add shipping address
Adds a new shipping address to the specified account
Create subscription
Creates a new subscription
Create plan
Creates a new plan
Add coupon code
Adds a new coupon code
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
Update account
Updates the details of an existing account
Update invoice
Updates the details of an existing invoice
Re-open account
Reactivates a closed account by account code or ID
Restore coupon
Restores an expired coupon by coupon ID or code
Cancel subscription
Cancels an existing subscription using ID
Fetch coupon
Fetches the details of an existing coupon by coupon code or 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 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
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
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.
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