Overview

The Chargify integration enables you to manage subscriptions and coupons directly from your prompts, leveraging your Chargify billing system to automate user plan changes and coupon applications.

Required plan

This feature or setting is available to all customers on any Recurly Engage subscription plan.

Prerequisites & limitations

• You must have Company or App Administrator permissions in Recurly Engage.
• A valid Chargify account with API access.
• User records in Recurly Engage must include the chargify_id trait for action targeting.

Definition

The Chargify connector synchronizes products, coupons, and subscription data from Chargify into Recurly Engage, allowing you to trigger billing-related actions from within prompts.

Key benefits

• Automated billing workflows: Create or cancel subscriptions directly from prompts.
• Coupon management: Apply coupon codes in real time as users interact.
• Seamless user experience: Keep users in the flow without manual backend steps.

Key details

Required settings

Configure your Chargify connector under Settings > Connectors:

• API Key: Your Chargify API key.
• Domain: Your Chargify site domain (e.g., your-site.chargify.com).

Data integration

• Products and coupons are synchronized on a scheduled basis to ensure availability in prompt configurations.
• Chargify ID must be mapped to the user’s chargify_id trait in Recurly Engage for action execution.

Supported actions

Use these actions within your prompt configurations to perform billing operations: