Integrate Bigin by Zoho CRM with Recurly
Send information between Bigin by Zoho CRM and Recurly automatically, without writing any code, using Zoho Flow.
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Create a product in Recurly for each product entry made in Bigin by Zoho CRM
Sync product details in real-time from your crm app to subscription management platform for increased productivity and system efficiency. This flow will create a matching product in Recurly for new products created in Bigin by Zoho CRM.
How it works
- The flow triggers when a new product is created in Bigin by Zoho CRM.
- Zoho Flow creates a new item in Recurly.
Create a product in Recurly for each product entry made in Bigin by Zoho CRM
Bigin by Zoho CRM + Recurly
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Supported triggers and actions
Integrate Bigin by Zoho CRM and Recurly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Note added
Triggers when a new note is added
Company updated
Triggers when any detail of an existing company is updated
Event updated
Triggers when any detail of an existing event is updated
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
Event created
Triggers when a new event is created
Call created
Triggers when a new call is created
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Company created
Triggers when a new company is created
Product created
Triggers when a new product is created
Contact created or updated
Triggers when a new contact is created or updated
Contact created
Triggers when a new contact is created
User added
Triggers when a new user is added
Contact updated
Triggers when any detail of an existing contact is updated
Task updated
Triggers when any detail of an existing task is updated
Pipeline record created
Triggers when a new pipeline record is created
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Product updated
Triggers when any detail of an existing product is updated
Task created
Triggers when a new task is created
Call updated
Triggers when any detail of an existing call is updated
Item updated
Triggers when the details of an existing item are updated
Subscription updated
Triggers when the details of an existing subscription are updated
Account created
Triggers when a new account is added
Transaction completed
Triggers when a new transaction is successfully completed
Subscription created
Triggers when a new subscription is created
Account updated
Triggers when the details of an existing account are updated
Charge invoice created
Triggers when a new charge invoice is created
Item created
Triggers when a new item is created
All Actions - Actions are the automated tasks
Create or update product
Creates a new product or updates the details of an existing product
Add tag to record
Adds a tag to the specified record
Create call
Creates a new call
Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
Create or update contact
Creates a new contact or updates the details of an existing contact
Add note
Adds a note to the selected module
Create event
Creates a new event
Remove tag from record
Removes an existing tag from the specified record
Create or update company
Creates a new company or updates the details of the company if it already exists
Send email
Sends an email to the specified contact
Create tag
Creates a new tag in the selected module
Create user
Creates a new user
Create task
Creates a new task
Update product
Updates the details of an existing product
Update company
Updates the details of an existing company
Update user
Updates the existing user
Add product to pipeline record
Adds a product to the selected pipeline record
Update event
Updates the details of an existing event
Update pipeline record
Updates the details of an existing pipeline record
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Update call
Updates the details of an existing call
Fetch call
Fetches the details of an existing call by its ID or the contact ID
Fetch product
Fetches the details of an existing product by ID, name, or code
Fetch task
Fetches the details of an existing task by name or ID
Fetch event
Fetches the details of an existing event by title or ID
Fetch company
Fetches the details of an existing company by name or ID
Fetch contact
Fetches the details of an existing contact by email address, name, or ID.
Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID
Fetch user
Fetches the details of an existing user by email address or ID
Create item
Creates a new item
Add plan add-on
Adds a new plan add-on
Create subscription
Creates a new subscription
Add shipping address
Adds a new shipping address to the specified account
Create account
Creates a new account
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
Create plan
Creates a new plan
Cancel subscription
Cancels an existing subscription using ID
Re-open account
Reactivates a closed account by account code or ID
Update invoice
Updates the details of an existing invoice
Update account
Updates the details of an existing account
Restore coupon
Restores an expired coupon by coupon ID or code
Fetch coupon
Fetches the details of an existing coupon by coupon code 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 invoice
Fetches the details of an existing invoice by invoice number or ID
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 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
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.
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 >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
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
