Connect Recurly and Salesforce

Both apps 92Recurly 81Salesforce 11

• Trigger
  Prerenewal of subscription

  Instant trigger: fires before a Recurly subscription renews (webhook).

• 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.

• Trigger
  New object record

  Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.

• Trigger
  New or updated object record

  Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.

• Action
  Create object record

  Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.

• Action
  Delete object record

  Deletes an existing SObject record by object type and record ID.

• Action
  Describe object

  Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.

• Action
  Find most recent created or updated record

  Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).

• Action
  Find object records

  Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.

• Action
  Get object record

  Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.

• Action
  List objects

  Lists all available SObject types (standard and custom) on the org.

• Action
  SOQL query

  Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.

• Action
  Update object record

  Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.