Connect Recurly and Saleshandy to Build Intelligent Automations
Choose a Trigger
When this happens...
New Account
Choose an Action
Automatically do this!
Create Prospect/Add Prospect to Sequence
Assign Prospect Tag
Mark Prospect Status
Ready to use Recurly and Saleshandy automations
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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.
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 Prospect/Add Prospect to Sequence
create prospects in saleshandy
Assign Prospect Tag
Assign one or more existing or new tags to a prospect identified by email.
Mark Prospect Status
Update a prospect's sequence status (active, paused, finished, replied, unsubscribed) using the prospect's email and sequence ID or name.
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Frequently Asked Questions
To start, connect both your Recurly and Saleshandy accounts to viaSocket. Once connected, you can set up a workflow where an event in Recurly triggers actions in Saleshandy (or vice versa).
Absolutely. You can customize how Recurly data is recorded in Saleshandy. This includes choosing which data fields go into which fields of Saleshandy, setting up custom formats, and filtering out unwanted information.
The data sync between Recurly and Saleshandy 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 Saleshandy. 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 Saleshandy
With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.
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