Connect Recurly and Zoho Docs to Build Intelligent Automations
Choose a Trigger
When this happens...
New Account
Choose an Action
Automatically do this!
- Request a new Action for Zoho Docs
Enable Integrations or automations with these events of Recurly and Zoho Docs
Enable Integrations or automations with these events of Recurly and Zoho Docs
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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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Recurly and Zoho Docs accounts to viaSocket. Once connected, you can set up a workflow where an event in Recurly triggers actions in Zoho Docs (or vice versa).
Absolutely. You can customize how Recurly data is recorded in Zoho Docs. This includes choosing which data fields go into which fields of Zoho Docs, setting up custom formats, and filtering out unwanted information.
The data sync between Recurly and Zoho Docs 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 Zoho Docs. 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 Zoho Docs
Zoho Docs is a comprehensive online document management system that allows users to create, store, share, and collaborate on documents seamlessly. It offers a suite of tools for word processing, spreadsheets, and presentations, making it ideal for both individual and team productivity. With robust security features and easy integration with other Zoho applications, it is designed to enhance document workflows and improve collaboration efficiency.
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