Chargify
Configuration and usage guide for the Chargify connector in Recurly Engage.
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:
Action | Description | User Dependencies | Additional Instructions |
---|---|---|---|
Create subscription | Subscribes a user to a specified Chargify product plan | chargify_id | Select the desired plan from the connector dropdown. |
Cancel subscription | Cancels a user’s existing subscription to a product plan | chargify_id | Choose which plan to cancel on the prompt screen. |
Add coupon code | Applies a coupon code to a user’s subscription | chargify_id | Select both the plan and coupon code on the prompt. |
Updated 9 days ago