Connect Expiration Reminder and Recurly to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Account
Triggered when you add a new account.
Do thisActions
Action is the task that follows automatically within your Expiration Reminder integrations.
Create Contact
Adds a new contact to your account.
Create Account
Create a new account
Update an Account
Update an existiing account by account code.
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Frequently Asked Questions
To start, connect both your Expiration Reminder and Recurly accounts to viaSocket. Once connected, you can set up a workflow where an event in Expiration Reminder triggers actions in Recurly (or vice versa).
Absolutely. You can customize how Expiration Reminder data is recorded in Recurly. This includes choosing which data fields go into which fields of Recurly, setting up custom formats, and filtering out unwanted information.
The data sync between Expiration Reminder and Recurly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Expiration Reminder and Recurly. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Expiration Reminder
Automatically track and manage expiration dates for various items such as contracts, licenses, insurances, and more to ensure timely renewals and compliance.
Learn MoreAbout Recurly
Recurly provides a flexible and scalable subscription platform to manage the entire subscription lifecycle, including recurring billing, invoicing, and payment processing.
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