Connect Recurly and Callingly to Build Intelligent Automations
Choose a Trigger
When this happens...
New Account
Choose an Action
Automatically do this!
Create Client
Call Lead
Create Team
Use the Built-in Integrations
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 Recurly integrations.
Create Account
Create a new account
Update an Account
Update an existiing account by account code.
Create Client
Creates a new client.
Call Lead
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
Create Team
Create a team.
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Frequently Asked Questions
To start, connect both your Recurly and Callingly accounts to viaSocket. Once connected, you can set up a workflow where an event in Recurly triggers actions in Callingly (or vice versa).
Absolutely. You can customize how Recurly data is recorded in Callingly. This includes choosing which data fields go into which fields of Callingly, setting up custom formats, and filtering out unwanted information.
The data sync between Recurly and Callingly 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 Recurly and Callingly. 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 Recurly
Recurly provides a flexible and scalable subscription platform to manage the entire subscription lifecycle, including recurring billing, invoicing, and payment processing.
Learn MoreAbout Callingly
Callingly is a powerful tool designed to help businesses connect with leads instantly by automating the process of making phone calls. It ensures that sales teams can respond to inquiries quickly, improving conversion rates and customer satisfaction.
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