Connect Recurly and workbooks to Build Intelligent Automations
Choose a Trigger
When this happens...
New Account
Choose an Action
Automatically do this!
- Request a new Action for workbooks
Enable Integrations or automations with these events of Recurly and workbooks
Enable Integrations or automations with these events of Recurly and workbooks
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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- Send for Approval acceptCreate Entry of expensesAdd Step
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Frequently Asked Questions
To start, connect both your Recurly and workbooks accounts to viaSocket. Once connected, you can set up a workflow where an event in Recurly triggers actions in workbooks (or vice versa).
Absolutely. You can customize how Recurly data is recorded in workbooks. This includes choosing which data fields go into which fields of workbooks, setting up custom formats, and filtering out unwanted information.
The data sync between Recurly and workbooks 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 workbooks. 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 workbooks
Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.
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