Integrate noCRM.io with Recurly

Send information between noCRM.io and Recurly automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate noCRM.io and Recurly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Updated lead step

Triggers when a lead is updated to the selected step

Updated lead status

Triggers when a lead is updated to the selected status

Lead deleted

Triggers when a lead is deleted

Manual trigger

Triggers according to the conditions set up manually in noCRM.io

New unassigned lead

Triggers when a lead is created and unassigned

Updated lead content

Triggers when the content of a lead is updated

New lead

Triggers when a new lead is created

Subscription updated

Triggers when the details of an existing subscription are updated

Account updated

Triggers when the details of an existing account are updated

Charge invoice created

Triggers when a new charge invoice is created

Account created

Triggers when a new account is added

Item created

Triggers when a new item is created

Item updated

Triggers when the details of an existing item are updated

Transaction completed

Triggers when a new transaction is successfully completed

Subscription created

Triggers when a new subscription is created

All Actions - Actions are the automated tasks

Add comment

Adds a new comment to the specified lead

Add amount and probability

Adds the amount and probability details for a lead

Create row

Create a new row for the specified prospect

Create lead

Creates a new lead

Add tags

Adds tags to the specified lead

Update lead status

Updates the status of the specified lead

Update lead step

Updates the step of the specified lead

Fetch lead

Fetches a lead by email

Fetch prospecting list

Fetches a prospecting list by title

Add plan add-on

Adds a new plan add-on

Create item

Creates a new item

Add external payment for manual invoices

Adds an external payment for manual invoices using invoice ID or number

Add coupon code

Adds a new coupon code

Add shipping address

Adds a new shipping address to the specified account

Create subscription

Creates a new subscription

Create plan

Creates a new plan

Create account

Creates a new account

Update account

Updates the details of an existing account

Restore coupon

Restores an expired coupon by coupon ID or code

Update invoice

Updates the details of an existing invoice

Re-open account

Reactivates a closed account by account code or ID

Cancel subscription

Cancels an existing subscription using ID

Fetch invoice

Fetches the details of an existing invoice by invoice number or ID

Fetch transaction

Fetches the details of an existing transaction by UUID or ID

Fetch coupon

Fetches the details of an existing coupon by coupon code or ID

Fetch shipping address

Fetches the shipping address of an existing account by account code or ID

Fetch account

Fetches the details of an existing account by account code or ID

Fetch subscription

Fetches the details of an existing subscription by UUID or ID

Fetch plan

Fetches the details of an existing plan by plan code or ID

Fetch billing information

Fetches the billing information of an existing account by account ID or code

What is noCRM.io?

noCRM.io is lead management software that lets you record activities, build customized sales pipelines, and improve processes with sales forecasting reports.

CRM

What is Recurly?

Recurly is a subscription management platform that lets you keep track of subscribers, create customer subscriptions, collect payment details, bill customers based on their subscription plan type and more.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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