Connect Recurly and BoldDesk to Build Intelligent Automations

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Recurly

When this happens...

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BoldDesk

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Account

New Account

Triggered when you add a new account.

Request a new Trigger for Recurly

Do thisActions

Action is the task that follows automatically within your Recurly integrations.

Create Account

Create Account

Create a new account

Update an Account

Update an Account

Update an existiing account by account code.

Create Ticket

Create Ticket

Creates a new support ticket in BoldDesk.

Update Ticket

Update Ticket

Updates an existing support ticket with new information.

Create Contact

Create Contact

Create a new contact.

Create Contact Group

Create Contact Group

Create a new contact group.

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Frequently Asked Questions

How do I start an integration between Recurly and BoldDesk?

To start, connect both your Recurly and BoldDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Recurly triggers actions in BoldDesk (or vice versa).

Can we customize how data from Recurly is recorded in BoldDesk?

Absolutely. You can customize how Recurly data is recorded in BoldDesk. This includes choosing which data fields go into which fields of BoldDesk, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Recurly and BoldDesk?

The data sync between Recurly and BoldDesk typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Recurly to BoldDesk?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Recurly and BoldDesk?

Yes, you can set conditional logic to control the flow of data between Recurly and BoldDesk. 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.

Recurly

About 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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BoldDesk

About BoldDesk

BoldDesk is a comprehensive help desk and customer support software designed to streamline and enhance the customer service experience. It offers a range of features including ticket management, automation, and reporting to help businesses efficiently manage customer inquiries and support requests.

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