Float + Recurly Integration
Integrate Float to Recurly in one click, or tell Integrately AI how you want each subscription handled. Track team resources, create projects, update accounts, and sync subscription details automatically.
Free forever.Use premium features free for 14 days.1.
Task is created in Float- Logged time is created in Float
- Logged time is updated in Float
- Person is created in Float
- Project is created in Float
- Client is created in Float
- Time off is created in Float
- Department is created in Float
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
2.
- Create task in Float
- Search task in Float
- Update task in Float
- Create project in Float
- Search project in Float
- Create logged time in Float
- Update logged time in Float
- Search logged time in Float
- Create client in Float
- Create time off in Float
- Create person in Float
- Create milestone in Float
- Create department in Float
- Create contact in Recurly
- Update contact in Recurly
Trusted by experts at...
Ready Workflows for Float + Recurly Integration
Create projects from new subscriptions, update resource allocations, log transactions, and alert your team, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Float + Recurly flow
Send subscription updates to your team, sync billing data with accounting, and log records in storage. Pick a combination and activate it in one click.
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Slack (6)
Slack (6) +
QuickBooks Online (4)
QuickBooks Online (4) +
Google Drive (4)
Google Drive (4) +
Stripe (4)
Stripe (4) +
Gmail (4)
Gmail (4) +
Notion (4)
Notion (4) R
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Create a Float project for every new Recurly subscription, and notify your team instantly on Slack.
New Recurly subscriptions immediately generate a project in Float and alert your Slack channel, so your resource team starts planning without delay.
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When a Recurly invoice is created, update the Float project and post the billing notice in Slack.
Recurly invoices trigger automatic project updates in Float while notifying your finance team on Slack, keeping billing and scheduling in sync.
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When a Recurly subscription is canceled, update the Float project and notify your account team in Slack.
Canceled Recurly subscriptions update your Float project status and alert your account team on Slack, stopping resource allocation immediately.
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If a new Recurly subscription is enterprise tier, create a Float project and alert the sales channel in Slack.
Enterprise Recurly subscriptions trigger high-priority Float projects and notify your sales channel on Slack, ensuring VIP clients receive immediate attention.
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Use Claude to analyse whether new Recurly subscriptions require custom resource planning, create a Float project, and notify your team in Slack.
Claude evaluates new Recurly subscriptions for custom requirements before creating a Float project and posting a brief to Slack.
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When a Recurly subscription expires, update the Float project and announce the renewal check in your support channel on Slack.
Expired Recurly subscriptions update your Float project status and alert your support channel on Slack for timely outreach.
Supported triggers and actions for Float and Recurly
Mix and match to build the exact automation you need
Float Triggers & Actions
Recurly Triggers & Actions
Instant
Subscription is created in Recurly
Triggers the automation when a new subscription is created
Try it → Instant
Invoice is created in Recurly
Triggers the automation when any invoice is added or modified
Try it → Instant
Subscription is expired in Recurly
Triggers the automation when a subscription is expired
Try it → Instant
Subscription is canceled in Recurly
Triggers the automation when a subscription is canceled
Try it → What can you automate with Float + Recurly?
Streamline your subscription management and resource scheduling with automated workflows connecting Recurly and Float.
🔄
Create Float projects from Recurly subscriptions
Automatically set up a new project in Float the moment a customer completes a subscription in Recurly. Eliminate manual project creation and start resource planning immediately.
📋
Capture every submitted subscription field
Map all available Recurly customer and billing answers directly into your Float project records instead of basic names. Your scheduler becomes a complete source of client details.
🔔
Alert your team the moment a subscription starts
Notify your project managers and team channels instantly when a new Recurly subscription is processed. Ensure everyone knows when new client work begins.
🔀
Route projects based on subscription tier
Trigger different project priorities or assignment rules in Float depending on the specific tier selected in Recurly. Handle enterprise and standard accounts accordingly.
🔄
Keep project schedules updated as subscriptions change
Automatically update existing Float projects whenever a Recurly invoice is generated or subscription details are modified. Your timeline stays accurate.
🔍
Find and update existing records automatically
Search for matching records in Float before creating new entries, updating existing project milestones instead of generating duplicates.
⚡
Handle subscription cancellations and expirations
Automatically adjust project statuses in Float when a Recurly subscription is canceled or expires, freeing up team capacity without manual checks.
🔗
Extend your billing and resource flow to Slack
Connect your core Recurly and Float automation with Slack to broadcast real-time billing updates and project kickoffs to your entire team.
And much more...
Who is Float + Recurly integration for?
Operations and finance teams connect Float and Recurly to eliminate manual billing data entry and keep resource schedules perfectly synchronised with customer subscriptions.
Operations Managers
Finance Specialists
Account Managers
Agency Directors
Project Coordinators
Operations Analysts
📊
Operations Managers
You're tracking billing data in Recurly while trying to manage resource availability in Float, but manual data entry leads to misaligned schedules and missed updates — this integration means every new subscription creates a project instantly and your resource data stays accurate.
⚡
Finance Specialists
You need to act fast when invoices or transactions happen, but delays in updating your project management software leave teams understaffed or overbooked — connecting these apps means every transaction triggers immediate project creation so your billing and resources stay in sync.
🤝
Account Managers
You answer to clients who expect project milestones to match their subscription tier, but disconnected tools make it hard to verify commitments quickly — with this integration, subscription updates automatically reflect in your project schedules and client records.
📈
Agency Directors
The volume of new client signups is too high for anyone to keep up by hand, leading to bottlenecks between sales confirmation and team onboarding — automating both apps means every customer signup flows straight into your resource scheduler without manual copying.
💻
Project Coordinators
You own the resource allocation step and depend on billing confirmation to assign team members, but delayed handoffs stall project kickoff — this integration means project creation happens the second a subscription is confirmed so your team starts right away.
🗂️
Operations Analysts
You need a reliable history of subscription-to-resource alignment, but manual data transfers keep leaving gaps in your project audit trails — automating both apps means every record is captured cleanly across systems.
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 Float + Recurly
Build and manage your Float + Recurly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Float + 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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Float + Recurly Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Float to Recurly?
You can connect Float to Recurly in one click using pre-built templates or ask Integrately AI to build the automation for your exact requirements. Additional apps like Slack, QuickBooks Online, or Google Drive can also be added easily.
How can I automatically create a Float project from a Recurly subscription?
Can I connect Float, Recurly, and Slack?
What is a good Zapier alternative for Float and Recurly?
How does Float handle project and task updates in this integration?
How are Recurly subscriptions and invoices synced?
Can I build custom workflows between Float and Recurly without coding?
Is the Float and Recurly integration free?
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