Connect Recurly and Process Street to Build Intelligent Automations
Choose a Trigger
When this happens...
New Account
Choose an Action
Automatically do this!
Create Data Set Record
Delete Data Set Record
Update Task
List Workflows
List Users
List Data Sets
Ready to use Recurly and Process Street automations
Explore more automations built by businesses and experts
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- Send for Approval acceptCreate Entry of expensesAdd Step
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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.
New Workflow Run
Triggers when a workflow is run.
Workflow Run Completed
Triggers when a workflow run is completed.
New Task Checked
Triggers when a task is checked off in a workflow.
Task Ready
Triggers when a task is ready to be worked on.
Data Set Record Created
Triggers when a new record is added to a data set.
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 Data Set Record
Creates Data set record for specified id.
Delete Data Set Record
Deletes an existing record in a data set.
Update Task
Update a task in workflow run.
List Workflows
Gets a list of active workflows.
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Frequently Asked Questions
To start, connect both your Recurly and Process Street accounts to viaSocket. Once connected, you can set up a workflow where an event in Recurly triggers actions in Process Street (or vice versa).
Absolutely. You can customize how Recurly data is recorded in Process Street. This includes choosing which data fields go into which fields of Process Street, setting up custom formats, and filtering out unwanted information.
The data sync between Recurly and Process Street 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 Process Street. 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 Process Street
Automate your team's recurring tasks and workflows with Process Street, a powerful process management and checklist tool designed to enhance productivity and collaboration.
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