Connect Recurly and caretree to Build Intelligent Automations
Choose a Trigger
When this happens...
New Account
Choose an Action
Automatically do this!
- Request a new Action for caretree
Enable Integrations or automations with these events of Recurly and caretree
Enable Integrations or automations with these events of Recurly and caretree
Triggers
New Account
Triggered when you add a new account.
Actions
Create Account
Create a new account
Update an Account
Update an existiing account by account code.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your Recurly and caretree accounts to viaSocket. Once connected, you can set up a workflow where an event in Recurly triggers actions in caretree (or vice versa).
Absolutely. You can customize how Recurly data is recorded in caretree. This includes choosing which data fields go into which fields of caretree, setting up custom formats, and filtering out unwanted information.
The data sync between Recurly and caretree 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 caretree. 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 caretree
CareTree is used by both professionals and families to create a central healthcare record for a patient and have one place for everyone to communicate about that patient’s care needs.
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