Exact Online + Recurly Integration

Integrate Exact Online to Recurly in one click, or tell Integrately AI how you want each account handled. Create contacts, log billing events, update customer records, and sync your financial data automatically.

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Contact is created or updated in Exact Online Instant
Account is created or updated in Exact Online Instant
Item is created or updated in Exact Online Instant
Subscription is created in Recurly Instant
Invoice is created in Recurly Instant
Transaction is made in Recurly
Account is created in Recurly
Subscription is expired in Recurly Instant
Subscription is canceled in Recurly Instant

Create document in Exact Online
Create item in Exact Online
Search account by name in Exact Online
Search address by contact name in Exact Online
Search bank account by account name in Exact Online
Search contact by first name in Exact Online
Search cost centre by code in Exact Online
Search cost unit by code in Exact Online
Search item by code in Exact Online
Create project in Exact Online
Delete account in Exact Online
Delete contact in Exact Online
Update account in Exact Online
Update contact in Exact Online
Update address in Exact Online
Update cost center in Exact Online
Update cost unit in Exact Online
Search document by accountName in Exact Online
Create cost unit in Exact Online
Create contact in Exact Online
Create account in Exact Online
Create address in Exact Online
Create bank account in Exact Online
Create cost centre in Exact Online
Create contact in Recurly
Update contact in Recurly

Trusted by experts at...

Ready Workflows for Exact Online + Recurly Integration

Capture customer accounts, record new subscriptions, keep billing logs updated, alert your finance team, and trigger follow-ups, all in just one click.

Create Exact Online contact for new Recurly account

When you create a account in Recurly, it's important to also create that contact in Exact Online. That way, all your communications and transactions related to that customer are in one place.

It also helps keep your contacts synced between the two platforms.

Activate

Create Recurly account for new Exact Online contact

Exact Online + Recurly Integration

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1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Exact Online + Recurly flow

Sync customer records with your CRM, trigger team notifications, log invoices in spreadsheets, and automate post-payment follow-ups seamlessly. Pick a combination and activate it in one click.

Stripe (4)

HubSpot (4)

QuickBooks Online (3)

Slack (3)

Mailchimp (3)

Google Sheets (3)

Create a Stripe customer for every new account in Exact Online, and create a contact in Recurly

New Exact Online accounts instantly register as customers in Stripe and contacts in Recurly without manual data entry.

When a subscription is created in Recurly, create a charge in Stripe and create a project in Exact Online

Recurly subscriptions trigger an immediate Stripe charge and open a new project in Exact Online for service delivery.

When a Recurly invoice is created, update the payment status in Stripe and update the account in Exact Online

Invoice events in Recurly update your Stripe records and refresh account details in Exact Online automatically.

Use ChatGPT to analyze Recurly transaction failures, log the summary in Stripe, and update the account in Exact Online

ChatGPT analyzes failed Recurly transactions, logs insights in Stripe, and updates account notes in Exact Online.

Create a HubSpot contact for every new account in Exact Online, and update the contact in Recurly

Exact Online accounts sync directly into HubSpot as new contacts and update existing records in Recurly.

When a Recurly subscription is created, update the deal stage in HubSpot and create a document in Exact Online

New Recurly subscriptions move HubSpot deals to closed-won and generate official documentation in Exact Online.

When a Recurly subscription is canceled, update the contact in HubSpot and update the account in Exact Online

Canceled subscriptions in Recurly update contact statuses in HubSpot and flag account records in Exact Online.

Use Claude to summarize Recurly invoice notes, update the contact in HubSpot, and create a project in Exact Online

Claude summarizes billing notes from Recurly invoices, updates HubSpot contacts, and opens Exact Online projects.

Create a customer in QuickBooks Online when an account is created in Exact Online, and create a contact in Recurly

New Exact Online accounts automatically generate customer records in QuickBooks Online and contacts in Recurly.

When a Recurly invoice is created, record an invoice in QuickBooks Online and create a document in Exact Online

Recurly invoices automatically log sales receipts in QuickBooks Online and store records in Exact Online.

When a Recurly transaction is made, record the payment in QuickBooks Online and update the account in Exact Online

Successful Recurly transactions post payments to QuickBooks Online and update account records in Exact Online.

Notify your finance channel in Slack when an account is created in Exact Online, and create a contact in Recurly

New Exact Online accounts trigger instant Slack channel alerts and create corresponding contacts in Recurly.

When a Recurly subscription is created, post an alert in Slack and create a project in Exact Online

New subscription signups trigger Slack celebration alerts and spin up new projects in Exact Online.

When a Recurly subscription is canceled, alert your retention channel in Slack and update the account in Exact Online

Canceled subscriptions post urgent alerts to Slack and update account notes in Exact Online.

Add new Exact Online accounts to your Mailchimp audience, and create a contact in Recurly

Exact Online accounts automatically sync to Mailchimp subscriber lists and create billing records in Recurly.

When a Recurly subscription is created, add the subscriber to a Mailchimp list and create a project in Exact Online

New Recurly subscribers are added to Mailchimp onboarding segments and trigger Exact Online projects.

When a Recurly subscription is canceled, update the subscriber in Mailchimp and update the account in Exact Online

Canceled subscriptions remove customers from active Mailchimp segments and update Exact Online accounts.

Log every new Exact Online account in Google Sheets, and create a contact in Recurly

Exact Online accounts append to Google Sheets tracking logs and create corresponding contacts in Recurly.

When a Recurly subscription is created, log the order in Google Sheets and create a project in Exact Online

Recurly subscription events record details in Google Sheets and initialize Exact Online projects.

When a Recurly transaction is made, record the payment in Google Sheets and update the account in Exact Online

Successful Recurly transactions record financial entries in Google Sheets and update Exact Online accounts.

Supported triggers and actions for Exact Online and Recurly

Mix and match to build the exact automation you need

Exact Online Triggers & Actions

Instant

Contact is created or updated in Exact Online

Triggers the automation when a contact is created or updated

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Instant

Account is created or updated in Exact Online

Triggers the automation when an account is created or updated

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Instant

Item is created or updated in Exact Online

Triggers the automation when an item is created or updated

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Recurly Triggers & Actions

Instant

Subscription is created in Recurly

Triggers the automation when a new subscription is created

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Instant

Invoice is created in Recurly

Triggers the automation when any invoice is added or modified

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Transaction is made in Recurly

Triggers the automation when a new transaction occurs

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Account is created in Recurly

Triggers the automation when a new account is created

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Instant

Subscription is expired in Recurly

Triggers the automation when a subscription is expired

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Instant

Subscription is canceled in Recurly

Triggers the automation when a subscription is canceled

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What can you automate with Exact Online + Recurly?

Streamline your billing and accounting operations by connecting every customer event and subscription update.

Get Started For Free

🔄

Sync customer accounts between platforms instantly

Automatically create contacts in Recurly whenever a new account is established in Exact Online. Eliminate manual data entry and keep your customer records perfectly aligned.

📋

Capture comprehensive subscription and billing data

Map every invoice detail, transaction amount, and account field across your systems. Ensure your accounting platform receives complete information for every customer.

🔔

Notify your team the moment events occur

Send instant alerts to your finance or sales channels whenever a subscription is created, renewed, or canceled. Keep every department informed in real time.

🔀

Route workflows based on transaction values

Trigger different follow-up actions depending on subscription amounts or account tiers. Send high-value renewals to specialized account managers automatically.

✏️

Keep account records updated as details change

Modify existing customer profiles and billing statuses automatically when updates happen in either Exact Online or Recurly. Prevent outdated information from causing errors.

🔍

Prevent duplicate records with smart matching

Search existing accounts and contacts before creating new entries. Ensure your databases remain clean and organized without manual deduplication.

⚡

Handle subscription cancellations and expirations

Trigger automated status updates across your CRM and accounting ledgers when subscriptions expire or cancel. Initiate churn recovery workflows immediately.

🌐

Extend your workflow to external team apps

Connect your core billing and accounting flow with tools like Slack, Google Sheets, or Mailchimp to notify teams and log external reporting data effortlessly.

And much more...

Who is Exact Online + Recurly integration for?

Connecting Exact Online and Recurly helps finance, sales, and operations teams eliminate manual data entry and maintain accurate financial records.

Finance Managers

Customer Success Leads

Operations Directors

Billing Specialists

Account Executives

Accounting Teams

📈

Finance Managers

You're reconciling subscription revenue against accounting ledgers, but manual exports leave your financial reports outdated — this integration means every transaction updates your accounts instantly and your ledger stays accurate.

⚡

Customer Success Leads

You need to act fast when subscriptions are canceled, but delayed notifications cause you to miss retention windows — with this integration, canceled subscriptions trigger instant alerts and your account records update automatically.

📋

Operations Directors

You answer to executive stakeholders who demand precise billing data, but disconnected tools create discrepancies — automating both apps means every invoice and account syncs seamlessly without manual reconciliation.

🔄

Billing Specialists

The volume of new customer accounts is too high to keep up with by hand, leading to costly data entry errors — connecting these apps means new accounts create contacts and billing profiles instantly.

🤝

Account Executives

You depend on finance teams to hand over new account details before onboarding clients, causing frustrating delays — this integration means account creation triggers project setups and notifications immediately.

🗂️

Accounting Teams

You need a reliable history of every payment and transaction, but manual data entry leaves frequent gaps in your records — automating both apps means every transaction and invoice logs reliably.

Try This Integration – No Code Needed

Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Exact Online + Recurly

Build and manage your Exact Online + Recurly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Exact Online + Recurly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

20M+ Ready Automations

Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

AI that builds your automations

Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.

24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

Secure by design

SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

How Integrately Works?

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Frequently Asked Questions

How do I connect Exact Online to Recurly?

You can connect Exact Online to Recurly in one click using ready-made templates on Integrately. You can also use Integrately AI to set up your workflow and map billing fields across apps like Slack and Google Sheets effortlessly.

Can I automatically create a Recurly contact when an Exact Online account is created?

Can I connect Exact Online, Recurly, and Slack?

What is a good Zapier alternative for Exact Online and Recurly?

How does Exact Online handle account creation triggers?

Can Recurly subscription events update Exact Online records?

Do I need coding skills to automate Exact Online and Recurly?

Is the Exact Online and Recurly integration free?

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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Exact Online or Recurly With 1500+ Other Apps

Popular Exact Online Integrations

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Popular Recurly Integrations

Sync Recurly with payment gateways, email marketing, and analytics tools to optimize subscription management.

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Recurly Integrations

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Exact Online + Recurly Integration

Integrate Exact Online to Recurly in one click, or tell Integrately AI how you want each account handled. Create contacts, log billing events, update customer records, and sync your financial data automatically.

Trusted by experts at...

Ready Workflows for Exact Online + Recurly Integration

Capture customer accounts, record new subscriptions, keep billing logs updated, alert your finance team, and trigger follow-ups, all in just one click.

Create Exact Online contact for new Recurly account

Create Recurly account for new Exact Online contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Exact Online + Recurly flow

Sync customer records with your CRM, trigger team notifications, log invoices in spreadsheets, and automate post-payment follow-ups seamlessly. Pick a combination and activate it in one click.

Supported triggers and actions for Exact Online and Recurly

Mix and match to build the exact automation you need

What can you automate with Exact Online + Recurly?

Streamline your billing and accounting operations by connecting every customer event and subscription update.

Who is Exact Online + Recurly integration for?

Connecting Exact Online and Recurly helps finance, sales, and operations teams eliminate manual data entry and maintain accurate financial records.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Exact Online + Recurly

Build and manage your Exact Online + Recurly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Exact Online or Recurly With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Exact Online + Recurly Integration

Integrate Exact Online to Recurly in one click, or tell Integrately AI how you want each account handled. Create contacts, log billing events, update customer records, and sync your financial data automatically.

Trusted by experts at...

Ready Workflows for Exact Online + Recurly Integration

Capture customer accounts, record new subscriptions, keep billing logs updated, alert your finance team, and trigger follow-ups, all in just one click.

Create Exact Online contact for new Recurly account

Create Recurly account for new Exact Online contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Exact Online + Recurly flow

Sync customer records with your CRM, trigger team notifications, log invoices in spreadsheets, and automate post-payment follow-ups seamlessly. Pick a combination and activate it in one click.

Supported triggers and actions for Exact Online and Recurly

Mix and match to build the exact automation you need

What can you automate with Exact Online + Recurly?

Streamline your billing and accounting operations by connecting every customer event and subscription update.

Who is Exact Online + Recurly integration for?

Connecting Exact Online and Recurly helps finance, sales, and operations teams eliminate manual data entry and maintain accurate financial records.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Exact Online + Recurly

Build and manage your Exact Online + Recurly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Exact Online or Recurly With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click