Integration

Connect Recurly to BoldSign

When something happens in Recurly, your agent does the next thing in BoldSign. Describe it in plain language and the automation is built, tested on every branch and kept running.

Recurly1 triggerRecurly80 actionsBoldSign13 actions

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What do you want Recurly and BoldSign to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Recurly and BoldSign

Triggers and actions 1 trigger · 93 actions

Trigger
Prerenewal of subscription
Instant trigger: fires before a Recurly subscription renews (webhook). Stub ported from dev.apiant — not yet implemented.
Action
Add add-on to subscription
Adds an add-on to an existing subscription. An error occurs if the subscription already has the add-on.
Action
Add coupon
Create a new discount coupon.
Action
Add coupon redemption
Apply a coupon to an account or subscription.
Action
Add gift card
Create a new gift card.
Action
Add invoice
Create an invoice for an account's pending line items.
Action
Add item
Create a new catalog item.
Action
Add plan
Create a new subscription plan.
Action
Add plan add-on
Create a new add-on for a subscription plan.
Action
Add shipping address
Create a new shipping address for an account.
Action
Add subscription change
Schedule a pending change to a subscription (e.g. plan or quantity change at renewal).
Action
Adjust add-on quantity
Increases or decreases the quantity of the specified add-on. NOTE: this action assumes the subscription only has a single add-on! Do not use if the subscription has multiple add-ons, otherwise all add-ons other than the specified one will be deleted if the computed quantity is zero!
Action
Cancel subscription
Cancels a subscription so it remains active until the end of the current bill cycle, then expires.
Action
Convert trial subscription
Immediately converts a trial subscription to a fully active paid subscription, creating and collecting an invoice for auto-collecting subscriptions. If the invoice cannot be collected, the subscription will remain in trial. The subscription must be in a trial; active, paused, expired, cancelled, or failed subscriptions cannot be converted.
Action
Create account
Creates a new account. An error occurs if the account code already exists.
Action
Create line item
Creates a one-time charge or credit on the specified account. type is charge or credit.
Action
Create purchase - add subscription
Adds a subscription to the specified purchase. Must be passed a Purchase ID emitted by 'Create purchase - initialize'.
Action
Create purchase - add subscription add-on
Adds an add-on to the specified subscription within a staged purchase. The subscription (by plan code) must have already been added to the purchase.
Action
Create purchase - initialize
Initializes a new purchase. Emits a Purchase ID that must be passed into other create purchase actions to add items to the purchase and finalize.
Action
Create purchase - submit
Submits the assembled purchase to Recurly.
Action
Create subscription
Creates a new subscription for an account on a plan. Pass account_code, plan_code, and currency.
Action
Deactivate account
Deactivates (deletes) the specified account.
Action
Delete account billing info
Remove an account's stored billing information.
Action
Delete coupon
Expire a coupon so it can no longer be redeemed.
Action
Delete coupon redemption
Remove an active coupon redemption from an account or subscription.
Action
Delete item
Deactivate an item so it cannot be bought again. Existing line items are unaffected.
Action
Delete line item
Delete an uninvoiced line item.
Action
Delete plan
Remove a subscription plan.
Action
Delete plan add-on
Remove an add-on from a plan.
Action
Delete shipping address
Remove an account's shipping address.
Action
Delete subscription change
Cancel a subscription's pending scheduled change.
Action
Delete usage record
Deletes a usage record from a subscription add-on.
Action
Get account
Returns all fields for the specified account. The account ID may be a Recurly UUID or a code-prefixed account code.
Action
Get account balance
Fetch an account's current balance and past-due status.
Action
Get account billing info
Returns the billing information for the specified account.
Action
Get add-on
Fetch a single add-on by ID.
Action
Get all subscriptions
Returns all subscriptions for the account.
Action
Get coupon
Fetch a coupon by its code.
Action
Get gift card
Fetch a gift card by ID.
Action
Get invoice
Returns the specified invoice. ID may be a Recurly UUID or the invoice number.
Action
Get item
Fetch a catalog item by ID.
Action
Get line item
Fetch a single line item by ID.
Action
Get plan
Returns the specified plan. The ID may be a Recurly UUID or a code-prefixed plan code.
Action
Get shipping address
Fetch an account's shipping address.
Action
Get subscription
Returns all fields for the specified subscription. The ID may be a Recurly UUID or a uuid-prefixed value.
Action
Get subscription add-ons
Returns all add-ons for the specified subscription.
Action
Get subscription change
Fetch a subscription's pending scheduled change.
Action
Get transaction
Fetch a single payment transaction by ID.
Action
List account invoices
Returns the invoices for the specified account.
Action
List account line items
Returns the line items (charges and credits) for the specified account.
Action
List account notes
List the notes on an account.
Action
List accounts
Returns a list of accounts. Supports limit, order, sort, and state filters.
Action
List account subscriptions
Returns the subscriptions for the specified account.
Action
List active coupon redemptions
Read the coupon currently applied to an account. Fails with a not-found error when the account has no coupon on it.
Action
List a subscription add-on's usage records
Lists all usage records for a subscription add-on for the specified subscription.
Action
List coupons
Returns a list of coupons for the site.
Action
List credit payments
List credit payments issued across the site.
Action
List gift cards
List gift cards issued on the site.
Action
List invoices
Returns a list of all invoices on the site. Supports limit and state filters.
Action
List items
List a site's catalog items.
Action
List plans
Returns a list of plans for the site.
Action
List shipping addresses
List an account's shipping addresses.
Action
List subscriptions
Returns a list of all subscriptions. Supports limit and state filters.
Action
List transactions
List payment transactions across the site.
Action
Log a usage record on subscription add-on
Logs a usage record on the specified subscription add-on.
Action
Pause subscription
Pauses a subscription for the given number of remaining billing cycles.
Action
Reactivate account
Reactivate an inactive Recurly account.
Action
Reactivate subscription
Reactivates a canceled subscription so it renews at the end of the current bill cycle.
Action
Redeem gift card
Redeem a gift card's redemption code onto an account.
Action
Refund invoice
Issue a refund against an invoice.
Action
Remove add-on from subscription
Removes an add-on from a subscription.
Action
Terminate subscription
Immediately terminates a subscription. refund may be none, partial, or full.
Action
Update account
Updates the specified account.
Action
Update account billing info
Set or replace an account's credit card / payment billing information.
Action
Update coupon
Update an active coupon's details.
Action
Update item
Update an existing catalog item.
Action
Update plan
Update an existing subscription plan.
Action
Update plan add-on
Update an existing plan add-on.
Action
Update shipping address
Update an account's shipping address.
Action
Update subscription renewal date
For an active subscription, this will change the next renewal date. For a subscription in a trial period, modifying the renewal date will change when the trial expires.
Action
Void invoice
Void a credit invoice.
Action
Add contact
Adds a contact to BoldSign so it can be picked as a signer when creating documents. Returns the new contact's id and email address.
Action
Delete contact
Deletes a contact from your BoldSign organization by its contact ID.
Action
Delete document
Deletes a BoldSign document. By default the document moves to trash for 30 days; it can be removed permanently instead.
Action
Download document
Downloads the signed PDF of a BoldSign document and returns it as a file you can attach or upload in later steps.
Action
Get contact
Returns the details of a BoldSign contact — name, email, company, job title and phone number.
Action
Get document
Returns the properties of a BoldSign document — its status, title, signers and timestamps.
Action
List contacts
Returns the contacts in your BoldSign organization, optionally filtered by a search keyword.
Action
List documents
Returns the documents in your BoldSign account, with optional filters for status, sender, signer, labels and date range.
Action
List templates
Returns the reusable templates in your BoldSign account, with optional filters for type, creator, labels and brand.
Action
Revoke document
Revokes a BoldSign document that is still in the signing workflow, so signers can no longer open it. The reason you supply is shown to the signers.
Action
Send document
Sends a document out for signature in BoldSign: uploads the file, adds up to three signers with their signature fields, and returns the new document's id.
Action
Send document reminder
Emails a reminder to the signers who have not yet signed a BoldSign document. A manual reminder can be sent once a day.
Action
Update contact
Updates an existing BoldSign contact's name, email, phone number, job title and company.

Each app on its own

The other way round: BoldSign to Recurly