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Recurly Make integrationAutomate Recurly with Make.
New subscribers and payments in Recurly can start work in your other tools on their own. The Recurly Make integration offers 4 modules: 2 triggers and 2 actions. This guide covers the connection, a first scenario and every module, for billing and ops teams.
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What does the Recurly Make integration let you automate?
The Recurly Make integration links your Recurly subscription account to Make, a visual tool where you chain apps together without writing code. Make can spot new customer accounts and new transactions in Recurly, create accounts for you, and reach any other part of the Recurly API through one generic module.
Welcome every new subscriber. Watch Accounts picks up each customer account created in Recurly, so the next module can add that person to your mailing tool or post a note for the sales team. Nobody has to copy the contact by hand anymore.
Keep finance in the loop. Watch Transactions reports each new transaction. Send it to a spreadsheet or a shared channel and your accountant sees payments without logging in to Recurly.
Open the account where the deal closes. When a customer signs up somewhere else, a form or a CRM, Create an Account builds the matching customer account in Recurly, ready for billing.
Know the edges before you start. Both triggers are scheduled: Make checks Recurly on the scenario's schedule, so a change shows up at the next check, not the second it happens. The list holds no search, update or delete module, so anything beyond account creation goes through Make an API Call. The Make documentation for Recurly also warns that it is AI-generated and may contain mistakes, so verify important details with Recurly directly.
Recurly may have an n8n node as well; the n8n vs Make page sets the two tools side by side. To get comfortable with the editor first, see the Make training, and check Make pricing before you plan several scenarios.
How do you connect Recurly to Make?
- 01
Create a private API key in Recurly
In Recurly, open Integrations > API Credentials and click Add Private API Key at the bottom of the page. Give the key a name and a purpose, say it is for Make, click Save Changes, then copy the key shown on screen.
- 02
Add a Recurly module in Make
In your scenario, add any Recurly module and click Create a connection. A connection is your Recurly account linked to Make once, then reused by every Recurly module. The Connection name field is optional, but a clear name helps later.
- 03
Paste the key and save
Paste the API key you copied from Recurly into the connection window, or follow the instructions Make shows on screen, and confirm. From now on the module can read your Recurly data and list what it needs as you fill it in.
Your first scenario with Recurly
GoalWhen a new customer signs up in another tool, Make creates the matching customer account in Recurly.
- 01
Create the scenario
Open the Scenarios page and create a new scenario. A scenario is the automation you build: a chain of modules. Click the large + to place the first module.
- 02
Pick where sign-ups come from
Choose the trigger of the app where new customers first appear, such as your form tool or CRM, and connect it. Every new sign-up will travel through the scenario as one bundle, meaning one item passed from module to module.
- 03
Add Create an Account
Click the + on the right of the first module, search for Recurly and pick Create an Account. Select the Recurly connection you made earlier, or click Create a connection if this is your first Recurly module.
- 04
Map the customer details
Fill the fields of Create an Account by clicking into each one and choosing the matching value from the first module. Make shows what the previous module returned, so there is nothing to type from memory.
- 05
Test with Run once
Click Run once, then create a test sign-up in your source app. Open the bubble above each module to read the bundles it received, and check in Recurly that the new customer account is there.
- 06
Schedule and switch on
Click the clock on the first module to set the schedule, which is every 15 minutes by default for a new scenario. Then switch the scenario on. Each module run counts as one operation on your Make plan.
What can start a Recurly scenario?
2 modules start a scenario when something happens in Recurly. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Recurly as soon as it happens.
Watch Accounts
Scheduled triggerIn Make“Triggers when a new customer account is created.”
Get a heads-up for every new customer account in Recurly, delivered as one bundle per account to the rest of your scenario. It is the natural starting point for onboarding work that follows a sign-up.
Watch Transactions
Scheduled triggerIn Make“Triggers when a new transaction is created.”
Receive each new Recurly transaction as a bundle and send it wherever money gets tracked. Finance sees fresh activity in the tools it already uses, without a Recurly login.
What can Make do in Recurly?
Recurly gives you 2 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Create an Account
ActionIn Make“Creates a new customer account.”
Open a new customer account in Recurly straight from another app, with the details mapped from the earlier modules. The customer is ready to bill the moment the scenario runs, without a manual entry in Recurly.
Make an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
Reach any endpoint of the Recurly API from your scenario, reusing the connection you already set up. This is how you cover everything the other three modules leave out, such as reading or changing existing records.
Need help automating Recurly with Make?
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