Connect Recurly and Club Planner to Build Intelligent Automations

Choose a Trigger

Recurly

When this happens...

Choose an Action

Club Planner

Automatically do this!

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 Prospect

Create Prospect

Add a new prospect to ClubPlanner.

Request a new Action for Recurly

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Frequently Asked Questions

How do I start an integration between Recurly and Club Planner?

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

Can we customize how data from Recurly is recorded in Club Planner?

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

How often does the data sync between Recurly and Club Planner?

The data sync between Recurly and Club Planner 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 Club Planner?

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 Club Planner?

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

About Club Planner

ClubPlanner let's you manage your new sales and retention better!

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