Overview

Required plan

This feature is only available to customers on the Professional and/or Elite subscription plan. To request to upgrade to this plan, please reach out to your Recurly account manager or [email protected] for more details.

Prerequisites

• An active Recurly account.
• A Zapier account (free or paid).
• Recurly API Key for Zapier.
• Webhooks setup to be received by Zapier.

Limitations

• Billing information, due to PCI compliance, cannot be created or updated within Recurly by Zapier.
• The integration's efficiency is subject to the limitations of the user's Zapier account type (free or paid).

Definition

Zapier, a renowned integration platform, offers a simple way to connect SaaS applications using "Zaps". These Zaps are instrumental in enhancing business efficiency by automating data transfer without the need for software development expertise. With Recurly's connector in Zapier (Recurly Zap), you can effortlessly send customer and transaction data from Recurly to a myriad of other systems.

Key benefits

• Automated workflows: Establish Zaps to automate repetitive tasks seamlessly, eliminating the need for coding.
• Versatile integration: Link Recurly with a wide range of applications such as Slack, Shipstation, Klaviyo, and more for enhanced functionality.
• Real-time notifications: Get instant notifications in other platforms for events unfolding in Recurly, keeping you updated on-the-go.
• Data consistency: Maintain data integrity and uniformity across platforms with automated data transfers, ensuring reliable information flow.
• Enhanced business processes: Optimize and streamline business operations by incorporating Recurly data into other business systems, promoting efficiency.

Zapier setup

Setting up a Zapier account

To begin, you'll need to set up an account with Zapier. You can set up an account for free at zapier.com. There are also paid accounts for Zapier, but the Recurly Zap is made available to Recurly merchants for free.

Enabling the Recurly zap

Before beginning, you'll need to set up an API Key for Zapier, and set up Webhooks to be received by Zapier. Also you will need to select a Region that matches the region of our site.

Setting up webhooks

In order to set up webhooks, follow this path in Recurly: Integrations > Webhooks > Add New Endpoint. Add the URL given to you by Zapier as a webhooks endpoint.

Which Recurly Data is available in Zapier

There are two types of Triggers in Zapier: webhooks sent from Recurly and API calls to Recurly.

Webhooks

Webhooks are useful for sending notifications from Recurly to other systems after an a specific event occurs in Recurly (i.e. New Subscription created).

All Recurly webhooks will be sent to Zapier. A complete list of webhook types is available here.

API calls (Zapier Triggers)

Zapier can call the Recurly API to:

1. Create customer accounts in Recurly
2. Update customer account information in Recurly

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Billing Information Not Supported

Note that because billing information is protected in PCI compliance, Zapier is not able to create or update customer billing information (including billing address details) within Recurly.

Common use cases

• Connect Recurly with Slack to notify channels whenever you have a new subscriber
• Connect Recurly with Shipstation to send orders to customers after an invoice has been paid
• Connect Recurly with Klaviyo to enable powerful email marketing programs
• Connect Hubspot with Recurly to enrich billing data with customer acquisition data
• Connect Recurly with Pipedrive to keep customer relationship data in sync
• Connect Recurly with Twilio to send SMS Dunning messages to customers

FAQs

Q: If Zapier is not functioning properly, who should I contact?
A: For issues related to Zapier's platform, it's best to directly reach out to Zapier support. They are equipped to handle platform-specific concerns.

Q: I have a question about the data returned in a webhook. Where can I get answers?
A: For queries related to data from webhooks, Recurly support is your go-to resource. They can provide insights into data specifics.

Q: I'm interested in integrating with a system that Zapier doesn't currently support. How can I make a request?
A: Zapier is always keen on expanding its integration capabilities. To request a new system integration, simply submit a feature request to the Zapier team. They'll be happy to consider your suggestion.