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

Available on all Recurly Engage subscription plans

1Definition 2Key benefits 3Key details

Prerequisites

You must have Company or App Administrator permissions in Recurly Engage.
You must have a valid Chargify account with API access.

Limitations

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, so you can 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.

Uninterrupted user flow 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 (for example, your-site.chargify.com).

Data integration

Products and coupons are synchronized on a scheduled basis, so they're available 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.