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Recurly Recurly

Build AI agents that automate your subscription billing. Sync invoices, handle failed payments, and keep revenue data flowing to the right systems.

  • Sync subscription data to accounting systems automatically.
  • Get instant alerts on failed payments and dunning events.
  • Generate MRR/ARR reports without manual exports.
Talk to an automation expert See example workflows
Sync to AccountingAlert on ChurnFailed Payment RecoveryGenerate MRR ReportUpdate Customer StatusRevenue Recognition Sync to AccountingAlert on ChurnFailed Payment RecoveryGenerate MRR ReportUpdate Customer StatusRevenue Recognition

What Triform can do with Recurly

Triform agents can read and write any field your API access allows, meaning you can move from "manual updates" to "codified workflows" that always run the same way.

Billing Automation

  • Sync new invoices to Xero/QuickBooks.
  • Handle subscription upgrades and downgrades.
  • Process refunds and credits automatically.

Revenue Operations

  • Calculate and track MRR/ARR in real-time.
  • Monitor churn and expansion revenue.
  • Generate revenue recognition reports.

Payment Recovery

  • Alert team on failed payments instantly.
  • Trigger proactive customer outreach.
  • Track dunning campaign effectiveness.

What Triform can do with Recurly

Real-world examples of how teams use Triform + Recurly

Workflow 1

Subscription to Accounting Sync

Trigger New or Updated Subscription
Steps
  • Detect subscription change in Recurly.
  • Map to appropriate invoice format.
  • Create or update invoice in accounting system.
  • Log sync activity for audit trail.
Related
Subscription Billing Sync Xero
Workflow 2

Failed Payment Alert

Trigger Payment Failed
Steps
  • Detect failed payment in Recurly.
  • Look up customer context in CRM.
  • Alert success team with account details.
  • Track recovery outcome.
Related
Churn Risk Alerts Slack
Workflow 3

MRR Dashboard Update

Trigger Daily Schedule
Steps
  • Pull subscription data from Recurly.
  • Calculate MRR, ARR, and churn metrics.
  • Update dashboard or spreadsheet.
  • Send summary to leadership.
Related
Report Generation

How Triform connects

1

Connect Recurly

Authenticate using your Recurly API key from the admin dashboard.

2

Configure Workflows

Define which subscription events should trigger automations.

3

Deploy

Run your agents in production with full logging.

Who uses Triform with Recurly

Perfect for subscription businesses using Recurly for billing.

Roles

CFO / Finance Leader RevOps Manager Billing Operations

Teams

Finance Revenue Operations Customer Success

Why Triform for Recurly?

Beyond Webhooks

Process subscription events with business logic, not just data forwarding.

Multi-System Sync

Connect Recurly to accounting, CRM, and analytics in one flow.

Revenue Intelligence

Calculate metrics and surface insights automatically.

FAQ

What Recurly events can you respond to?

We can respond to all Recurly webhook events including subscriptions, invoices, payments, and dunning events.

Can you handle complex pricing models?

Yes. Triform works with tiered pricing, usage-based billing, add-ons, and custom contract terms.

Is the integration real-time?

Yes, we process Recurly webhooks in real-time for immediate action on subscription changes.

Tell us what you want to automate

Book a call with our team to discuss your process, or describe what you're looking to automate and we'll reach out with next steps.

Talk to an automation expert