Konnectify

Recurly + Konnectify

Recurly Integration with Konnectify

Automate your billing operations, subscription lifecycles, and customer accounts by securely connecting Recurly to your business applications.

Accounts Subscriptions Invoices Transactions Items Coupons Gift Cards 12 Triggers 48 Actions

What is Recurly?

Recurly is a subscription management and billing platform designed to handle complex recurring revenue models. Connecting Recurly to Konnectify lets you automate subscription lifecycles, align customer billing profiles with your CRM, and coordinate financial transactions across your support and accounting systems.

New to Recurly?

Set up your recurring billing site to manage plans, coupons, and customer profiles.

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New to Konnectify?

Create your free Konnectify account to start building automated workflow pipelines.

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What you can automate with Recurly & Konnectify:
Sync new customer billing profiles directly to your sales CRM.
Automatically update account databases when plans or cycles change.
Send instant team channel alerts whenever an invoice is created or paid.
Sync invoice refunds with your financial and bookkeeping tools.
Automatically deactivate customer portals based on billing states.
Generate and deliver gift cards to customers upon milestone completions.

API & Authentication

Authentication Method: Private API Key

Recurly secures your account connections using Private API Keys. When authorizing Konnectify, you will generate a private API key from your Recurly Admin Console. This key grants Konnectify permission to safely interact with your subscription, invoice, and customer records without ever accessing your primary account login credentials.

Konnectify utilizes Recurly's secure endpoints to manage billing data across your sites. This integration allows read-and-write capabilities for accounts, subscriptions, invoices, coupons, item catalogs, and gift cards.

API Permissions Note

Ensure that the Private API Key you generate has the necessary read/write permissions for the resources you intend to automate. If you are configuring a sandbox or staging environment, generate your API key within your Recurly Sandbox site to prevent live production billing updates.

How to Connect

Prerequisites:

A Recurly account with Administrator permissions is required to generate Private API Keys from the admin panel.

1

Add Recurly to a Workflow

Inside the Konnectify workflow builder, add a new step and search for "Recurly [Beta]" to set it as either your trigger or action application.

2

Authorize via Private API Key

Log in to your Recurly Admin Console, navigate to Integrations > API Keys, and generate a new Private API Key. Copy this key, return to the Konnectify authentication panel, and paste it into the "API Key" credential field.

3

Configure the Trigger or Action

Select the specific Recurly event or operation you want to run. Map your dynamic billing data fields to your connected applications.

Important: Ensure that when creating subscriptions or invoices, you provide valid, pre-configured codes (such as Plan Codes or Item Codes) that match your Recurly catalog.

4

Test the Workflow

Run a test execution inside Konnectify to verify that billing payloads are mapping correctly and that your test triggers execute successfully without errors.

5

Activate the Workflow

Publish your workflow. Konnectify will now automatically process and monitor your Recurly billing activities in the background.

Triggers 12 triggers

Recurly triggers monitor your site for specific billing events. Because these triggers operate on a polling cycle, Konnectify checks your Recurly site periodically for new data and advances your workflow once matching updates are detected.

 Accounts 2 triggers  
Account Created

Fires whenever a new customer account profile is created in Recurly.

Account Updated

Fires whenever an existing customer account is modified in Recurly.

 Subscriptions 2 triggers  
Subscription Created

Fires whenever a brand new subscription is provisioned in Recurly.

Subscription Updated

Fires whenever an existing subscription is modified (such as plan changes or state changes) in Recurly.

 Invoices 2 triggers  
Invoice Created

Fires whenever a new invoice, charge, or credit document is created in Recurly.

Invoice Updated

Fires whenever an existing invoice is modified (e.g., marked as paid, failed, or notes updated).

 Transactions 2 triggers  
Transaction Created

Fires whenever a new payment transaction (purchase, refund, verification, etc.) is created in Recurly.

Transaction Updated

Fires whenever an existing transaction is updated (e.g., status changes to success or failed).

 Items 2 triggers  
Item Created

Fires whenever a new item is created in the Recurly item catalog.

Item Updated

Fires whenever an existing item in your Recurly catalog is modified.

 Coupons 2 triggers  
Coupon Created

Fires whenever a new discount coupon is provisioned in Recurly.

Coupon Updated

Fires whenever an existing coupon is modified or its constraints are updated.

Actions 48 actions

Actions represent operations Konnectify can execute in Recurly. These allow you to create, modify, fetch, or deactivate billing records dynamically within your automated pipelines.

 Accounts 10 actions  
List Accounts

Returns a list of customer accounts for the authenticated site.

Create Account

Creates an account with transaction parameters, billing configuration and shipping addresses.

Update Account

Updates an existing profile. Only fields included in your execution call will be updated.

Get Account

Retrieves complete system status metadata for a specific user token or code identifier.

Deactivate Account

Cancels active subscriptions and clears financial billing info links.

Reactivate Account

Restores a previously closed or deactivated account profile.

List Account Notes

Returns a list of notes associated with a specific account.

Create Account Note

Creates a new internal note on a specific customer account.

Get Account Note

Retrieves details of a specific account note.

Delete Account Note

Permanently deletes a specific note from a customer account.

 Subscriptions 11 actions  
List Site Subscriptions

Returns a paginated list of all subscriptions on your Recurly site.

List Account Subscriptions

Returns a list of subscriptions scoped to a specific customer account.

Get Subscription

Retrieves complete system status metadata for a specific subscription identifier.

Create Subscription

Creates a new subscription optionally provisioning a new account or linking an existing one.

Update Subscription

Modifies parameters that do not impact billing amounts (e.g. term cycles, collection methods).

Terminate Subscription

Terminates an active or future subscription immediately without issuing a refund.

Cancel Subscription

Cancels an active subscription at the defined timeframe (bill_date or term_end).

Reactivate Subscription

Brings a canceled subscription back to an active state prior to expiration.

Pause Subscription

Suspends the subscription for the defined amount of billing cycles at the next renewal date.

Resume Subscription

Immediately resumes a paused subscription and moves it into the active state.

Convert Trial Subscription

Immediately converts a trial subscription into an active paid subscription.

 Invoices 7 actions  
List Site Invoices

Returns a paginated list of all invoices on your Recurly site.

List Account Invoices

Returns a list of invoices scoped to a specific customer account.

Get Invoice

Retrieves complete details for a single invoice.

Create Invoice

Creates an invoice for pending line items on the account.

Preview Invoice

Previews what an invoice would look like for pending line items without committing it.

Refund Invoice

Issues a refund for a previously paid invoice.

Get Invoice PDF

Fetches an invoice document as a downloadable PDF format returned as a Base64 string.

 Transactions 3 actions  
List Site Transactions

Returns a paginated list of all transactions on your Recurly site.

List Account Transactions

Returns a paginated list of transactions scoped to a specific customer account.

Get Transaction

Retrieves complete details for a single transaction using its ID or UUID.

 Items 6 actions  
List Items

Returns a paginated list of items associated with the Recurly site.

Get Item

Retrieves complete details for a specific item using its ID or code.

Create Item

Creates an item providing standard pricing, configuration, and tax metadata.

Update Item

Updates an existing item's pricing, configuration, or custom fields.

Deactivate Item

Deactivates an item making it unavailable for new purchases without affecting existing line items.

Reactivate Item

Reactivates a deactivated item restoring its availability for new purchases.

 Coupons 6 actions  
List Coupons

Returns a paginated list of all coupons configured on the site.

Get Coupon

Retrieves complete details for a specific coupon using its ID or code.

Create Coupon

Generates a new coupon configuration with targeted plan, item, or site-wide discounts.

Update Coupon

Updates naming, descriptions, limits, or expiration parameters of an existing coupon.

Expire Coupon

Deactivates a coupon by marking it as expired, preventing future redemptions.

Restore Coupon

Restores an expired coupon. You may optionally alter editable constraints during this call.

 Gift Cards 5 actions  
List Gift Cards

Returns a paginated list of all gift cards on the site.

Get Gift Card

Retrieves complete details for a single gift card using its ID.

Create Gift Card

Generates a new gift card, charges the gifter, and sets up delivery.

Preview Gift Card

Previews what a gift card purchase would look like without committing the transaction.

Redeem Gift Card

Redeems a gift card using its unique redemption code and applies credit to the recipient account.

Popular Automations

Build robust subscription pipelines using these pre-configured Recurly logic combinations:

Generate Welcome Notes for New Customers

Automatically create internal account notes within Recurly to document onboarding details the moment a customer profile is established.

Account Created Create Account Note

Instant Invoice PDF Archival

Fetch invoice documents as Base64 PDF files immediately upon generation, allowing you to archive them in your digital storage vaults.

Invoice Created Get Invoice PDF

Automated Trial Conversion Management

Trigger paid workflows or convert remaining free trial periods into fully active paid subscriptions as soon as account parameters change.

Subscription Updated Convert Trial Subscription

Reactivate Accounts upon Subscription Restoration

Restore previously deactivated customer profiles in Recurly the moment subscription updates indicate a return to active status.

Subscription Updated Reactivate Account

FAQ

 What authentication method does Recurly use?  
Recurly utilizes Private API Keys for secure connection. You can generate and manage these keys in your Recurly Admin Console under Integrations > API Keys. This ensures Konnectify can perform operations on your behalf without requiring your master login credentials.
 Which Recurly plans are supported by this integration?  
All Recurly plans that include API access are supported. Please consult your Recurly subscription tier details to ensure API access is enabled for your site before attempting authorization.
 How fast do Recurly triggers detect updates?  
These triggers operate on a polling cycle. This means Konnectify checks your Recurly account for new or updated records (such as new invoices or subscriptions) every few minutes, automatically advancing your workflows once updates are detected.
 How does the integration prevent duplicate customer accounts?  
You can use the Get Account or List Accounts actions to verify whether a customer already exists in Recurly (using their unique email or Account Code) before executing a Create Account action.
 What happens if Recurly rate limits are exceeded?  
Konnectify dynamically manages Recurly API rate limits. If a rate limit threshold is met, Konnectify pauses and retries the transaction after a short cooldown period to ensure no billing or customer data is lost.
 Can I connect multiple Recurly sites to Konnectify?  
Yes. You can authorize multiple Recurly connections within Konnectify. We recommend labeling each connection clearly (e.g., "Recurly Sandbox" vs. "Recurly Production") to prevent misrouting active billing data.
 Can I preview an invoice before committing it to a customer's billing record?  
Yes. The Preview Invoice action allows you to calculate pending line items and check the invoice structure without creating a permanent transaction or charging the customer in Recurly.

Ready to automate your Recurly billing workflows?

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