Finance & accounting
Recurly for your Agent
Flow can read invoices, payments and accounts in Recurly and use the figures in your bids.
It asks for your approval before it changes anything in Recurly. Connect with an API key from your Recurly account.
Connect Recurly in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Recurly.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for Recurly.
What Flow can do depends on what Recurly offers through its API and on the access you choose.
Things to ask
Type these to Flow once Recurly is connected.
- Recurly
Pull our turnover for the last three years from Recurly for the financial standing section.
- Recurly
List unpaid Recurly invoices from public buyers.
About Recurly
Recurly is a subscription management and recurring billing platform for managing customers, plans, subscriptions, invoices, and payments. It helps businesses automate billing, revenue operations, and subscription lifecycle management.
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