
When this happens...
New Account

Automatically do this!
Enable Integrations or automations with these events of Recurly and smarttouch-nexgen-crm
Triggered when you add a new account.
Create a new account
Update an existiing account by account code.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Recurly and smarttouch-nexgen-crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Recurly triggers actions in smarttouch-nexgen-crm (or vice versa).
Absolutely. You can customize how Recurly data is recorded in smarttouch-nexgen-crm. This includes choosing which data fields go into which fields of smarttouch-nexgen-crm, setting up custom formats, and filtering out unwanted information.
The data sync between Recurly and smarttouch-nexgen-crm 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 smarttouch-nexgen-crm. 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 provides a flexible and scalable subscription platform to manage the entire subscription lifecycle, including recurring billing, invoicing, and payment processing.
Learn MoreSmartTouch® NexGen is a CRM that allows for management of home buyer and broker engagement to sell more homes faster.
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