Give agents the order and subscription details they need, and reach buyers the moment a payment fails.
Get more done with Tidio and Recurly integration
See the Recurly subscription, invoice and dunning state before you answer in Tidio.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
Compare plans
Category
Finance
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Recurly
Handle a failed payment
The Recurly dunning state lets the agent fix the cause instead of apologizing for the emails.
Answer when the next charge lands
Term and renewal date turn a worried question into a date.
Process a cancellation properly
A cancellation agreed in chat is written to Recurly with the right effective date.
Explain an invoice
Line items and proration from Recurly answer why the amount changed.
Overview
Recurly runs the subscription: the plan, the invoices, the failed payments and the dunning that follows. Almost every billing conversation is about one of those, and most of them are urgent from the customer's side. Reading Recurly into Tidio means the agent knows whether a card failed, when the next charge lands and what the plan includes. Cancellations, refunds and plan changes are written back through Recurly.
Key features
- Subscription in the chat Plan, term and next charge date from Recurly.
- Dunning state visible A failed card explains most billing complaints.
- Invoice history Answer what was charged and when it was charged.
- Changes through Recurly Cancellations and refunds are recorded properly.
Recurly
Finance
Tags
Workflow Automation
Contact Sync
How it works
Connect Recurly in minutes
1
Connect Recurly and Tidio
Zapier, Integrately or Make links the two, or the Tidio API and a Recurly webhook do it directly.
2
Match the account
Lookups key on the Recurly account code, so store it on the contact when you have it.
3
Decide what agents can change
Cancellations and pauses, perhaps. Refunds and plan pricing behind an approval.
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Give agents the Braintree transaction behind every billing question, and act on disputes sooner.
Use the conversation as dispute evidence, and reach the customer before a case is decided.
Looking for customer service automation that fits your business?
We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the Recurly integration
Should agents cancel subscriptions from a chat?
Usually yes, with the effective date made explicit. A customer who has decided to leave and cannot do it easily writes a worse review than one who cancels in two messages. Recurly records it properly, and the retention conversation can still happen first.
What about refunds?
Put a limit on them. An amount cap and an eligibility window let an agent settle a small dispute immediately, which is often cheaper than the alternative. Anything larger goes to finance, and every refund is recorded in Recurly either way.
Is the Recurly integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Recurly integration.