Connect Recurly and salesoptima to Build Intelligent Automations
Choose a Trigger
When this happens...
New Account
Choose an Action
Automatically do this!
- Request a new Action for salesoptima
Enable Integrations or automations with these events of Recurly and salesoptima
Enable Integrations or automations with these events of Recurly and salesoptima
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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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
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Frequently Asked Questions
To start, connect both your Recurly and salesoptima accounts to viaSocket. Once connected, you can set up a workflow where an event in Recurly triggers actions in salesoptima (or vice versa).
Absolutely. You can customize how Recurly data is recorded in salesoptima. This includes choosing which data fields go into which fields of salesoptima, setting up custom formats, and filtering out unwanted information.
The data sync between Recurly and salesoptima 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 salesoptima. 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 salesoptima
SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
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