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Integration with Recurly

Armintas Griežė avatar
Written by Armintas Griežė
Updated over a week ago

Recurly is a subscription management & recurring billing platform. It helps businesses manage subscription plans, automate invoicing, handle trials, billing failures, subscription lifecycle and more. Integrating Recurly with Omnisend lets you bring subscription and billing events into your marketing workflows. You’ll be able to segment your audience by subscription status, send emails when subscriptions are created, updated, canceled, or when payments succeed/fail, and more.


Key Benefits

  • Real‑time triggers of events;

  • Segmentation based on subscription attributes to tailor content (upsell, cross‑sell, reactivation);

  • Better customer experience by automatically notifying subscribers of changes through automation.

  • Data consistency: customer info in Recurly synced to Omnisend ensures marketing messages only go to active/subscribed users.

Setup Process

Step 1. In Omnisend, go to Apps → Search for “Recurly” → Click “Connect Now”.

Step 2. Select scenarios you want to use and turn them on.

Step 3. Grant access to your Recurly account. Enter the API key in your Recurly settings and Domain into the required fields.

Step 4. We'll generate the webhook's URL. Copy that URL and paste it in Recurly here. After it's pasted, make sure to select XML format and all notifications.

⬇️

And that's it! Your Recurly account and Omnisend are now connected!

What Data is Passed

Contact Fields:

  • Email address;

  • Phone Number

  • First Name;

  • Last Name;

  • City;

  • Country;

  • Postal Code.

Supported Custom Events:

Custom Event Name

Description

Subscription Active

Triggered when a new subscription's state is active

Subscription Canceled

Triggered when a new subscription's state is canceled.

Subscription Expired

Triggered when a new subscription's state has expired.

Subscription Failed

Triggered when a new subscription's state fails.

Subscription In Future

Triggered when a new subscription's state is the future.

Subscription Paused

Triggered when a new subscription's state is paused.

Open Invoice

Triggered when an invoice's status is open

Paid Invoice

Triggered when an invoice's status is paid

Processing Invoice

Triggered when an invoice's status is processing

Pending Invoice

Triggered when an invoice's status is pending

Past Due Invoice

Triggered when an invoice's status is past due

Closed Invoice

Triggered when an invoice's status is closed

Failed Invoice

Triggered when an invoice's status is failed

Voided Invoice

Triggered when an invoice's status is voided

Use in Automations

Here are some automations you can build once the data is flowing:

  • Welcome series: when subscription is created, send welcome & onboarding messages.

  • Renewal confirmation: after payment succeeds, confirm renewal and thank them.

  • Failed payment/dunning: after payment fails, send reminders to update payment info or retry, then possibly reactivate.

  • Re‑engagement for canceled or expired subscriptions: when a subscription is canceled or expires, send re‑join offers or discounts.

If you didn’t find the answer to your question, reach out to our support team through the in‑app chat or at [email protected] – our team is available 24/7.

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