Recurly + Refersion Integration

Integrate Recurly to Refersion in one click, or tell Integrately AI how you want each subscriber handled. Track subscriptions, create affiliates automatically, sync conversions, and manage rewards without manual data entry.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Recurly
    Subscription is created in Recurly Instant
  • Recurly
    Invoice is created in Recurly Instant
  • Recurly
    Transaction is made in Recurly
  • Recurly
    Account is created in Recurly
  • Recurly
    Subscription is expired in Recurly Instant
  • Recurly
    Subscription is canceled in Recurly Instant
  • Refersion
    Affiliate is created in Refersion Instant
  • Refersion
    Conversion is created in Refersion Instant
  • Refersion
    Affiliate status is changed in Refersion Instant
  • Refersion
    Affiliate details are changed in Refersion Instant
  • Refersion
    Conversion is approved in Refersion Instant
  • Refersion
    Conversion is denied in Refersion Instant
  • Refersion
    Conversion trigger is created in Refersion Instant
  • Refersion
    Payment is created in Refersion Instant
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2.

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Ready Workflows Ready Workflows for Recurly + Refersion Integration

Track new Recurly subscriptions, create matching affiliates in Refersion, update customer records, and monitor payouts, all in just one click.

Most popular automationsmost-popular-automations
Recurly + Refersion Integration

Create Refersion affiliate for new Recurly order

If you're using Recurly to process payments on your website, you'll want to keep in mind that when a customer's order is created, a corresponding affiliate should also be created in Refersion.

This will ensure that all future correspondence with the customer is tracked and attributed to that affiliate, making it easy to keep track of communications and transactions. In addition, automating this process will help ensure accuracy and efficiency.
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Recurly + Refersion Integration

Create Refersion affiliate for new Recurly account

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able to reach a wider audience. For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Thus, integration of your new Refersion affiliate and Recurly account can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Refersion + Recurly Integration

Create Recurly account for new Refersion affiliate

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able to reach a wider audience. For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Thus, integration of your new Recurly account and Refersion affiliate can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Connect more apps to your Recurly + Refersion flow

Send affiliate updates to your team, sync invoice data to your accounting tools, and trigger follow-up emails instantly. Pick a combination and activate it in one click.

Recurly
Refersion
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ShopifyShopify (4)
+
SlackSlack (4)
+
StripeStripe (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
MailchimpMailchimp (4)
+
Google SheetsGoogle Sheets (4)
R
R
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When a subscription is created in Recurly, create an affiliate in Refersion and create a customer in Shopify.
New Recurly subscriptions instantly register an affiliate in Refersion and create a customer profile in Shopify without manual entry.
R
R
S
When an invoice is created in Recurly, create an affiliate in Refersion and update customer details in Shopify.
Invoice events in Recurly trigger affiliate creation in Refersion and update existing customer records in Shopify.
R
R
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When a transaction is made in Recurly, add a conversion in Refersion and log the order in Shopify.
Every successful Recurly transaction generates a Refersion conversion and records the order data in Shopify.
R
R
S
When a subscription is canceled in Recurly, add conversion cancellation in Refersion and notify Shopify.
Canceled Recurly subscriptions automatically trigger cancellation handling in Refersion and update Shopify records.

Supported triggers and actions for Recurly and Refersion

Mix and match to build the exact automation you need

Recurly
Recurly Triggers & Actions
Instant
Subscription is created in Recurly
Triggers the automation when a new subscription is created
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Instant
Invoice is created in Recurly
Triggers the automation when any invoice is added or modified
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Transaction is made in Recurly
Triggers the automation when a new transaction occurs
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Account is created in Recurly
Triggers the automation when a new account is created
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Instant
Subscription is expired in Recurly
Triggers the automation when a subscription is expired
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Instant
Subscription is canceled in Recurly
Triggers the automation when a subscription is canceled
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Create contact in Recurly
Adds a new contact to the database
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Update contact in Recurly
Updates contact information with new details
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Refersion
Refersion Triggers & Actions
Instant
Affiliate is created in Refersion
Triggers the automation when a new affiliate is added
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Instant
Conversion is created in Refersion
Triggers the automation when a conversion occurs
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Instant
Affiliate status is changed in Refersion
Triggers the automation when affiliate status changes
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Instant
Affiliate details are changed in Refersion
Triggers the automation when affiliate details are updated
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Instant
Conversion is approved in Refersion
Triggers the automation when a conversion is successful
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Instant
Conversion is denied in Refersion
Triggers the automation when a conversion fails
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Instant
Conversion trigger is created in Refersion
Triggers the automation when a conversion occurs
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Instant
Payment is created in Refersion
Triggers the automation when a new payment is created
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Create affiliate in Refersion
Generates unique referral links for affiliate partners
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Search affiliate in Refersion
Searches for a particular affiliate partner
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Get affiliate in Refersion
Retrieves details of an affiliate partner
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Add conversion cancellation in Refersion
Cancel conversions in progress to prevent incorrect data tracking
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What can you automate with Recurly + Refersion?

Streamline subscription management and affiliate network administration with powerful, automated workflows.

What you can automate?
๐Ÿ”„
Sync new subscriptions to affiliate accounts
Automatically generate a Refersion affiliate whenever a new subscription is created in Recurly, ensuring partner programs grow in sync with your subscriber base.
๐Ÿงพ
Capture complete billing and invoice data
Map every invoice and transaction detail from Recurly directly into your affiliate network management workflows without manual copy-pasting.
๐Ÿ””
Alert your team instantly on new events
Notify sales, finance, or customer success channels the moment a subscription starts, renews, or cancels across your connected workspace.
๐Ÿ”€
Route records based on subscription tiers
Apply conditional logic to handle enterprise subscribers differently from standard accounts, ensuring tailored routing for every customer.
๐Ÿ“
Keep customer profile records up to date
Update customer details and account statuses automatically across platforms whenever billing information or subscription tiers change.
๐Ÿ”
Search and update existing affiliate profiles
Perform intelligent lookups to update existing Refersion affiliate records rather than creating accidental duplicates during high-volume periods.
โŒ
Manage subscription cancellations and refunds
Trigger automatic conversion cancellations in Refersion the moment a Recurly subscription is canceled or refunded, keeping commissions accurate.
โšก
Extend your workflow to team messaging tools
Connect Recurly and Refersion to Slack to keep internal stakeholders informed of revenue milestones and affiliate activities in real time.
And much more...

Who is Recurly + Refersion integration for?

Finance, marketing, and operations teams rely on Recurly and Refersion automation to maintain accurate subscription records, affiliate tracking, and revenue reporting.

Finance analysts
Finance analysts
Affiliate managers
Affiliate managers
Agency account directors
Agency account directors
Operations leads
Operations leads
Customer success managers
Customer success managers
Data administrators
Data administrators
๐Ÿ“ˆ
Finance analysts
You review subscription metrics and affiliate payouts every week, but your revenue reports are always delayed because payment data and affiliate conversions live in separate systems โ€” this integration means every Recurly transaction updates your Refersion ledgers instantly and your financial reporting stays accurate.
โšก
Affiliate managers
You need to onboard new partners the moment customers subscribe, but manual partner setup leaves affiliates waiting days for their accounts โ€” automating both apps means every new Recurly subscription instantly provisions a Refersion affiliate and partner onboarding happens immediately.
๐Ÿค
Agency account directors
You answer to clients who want real-time visibility into subscription growth and campaign attribution, but manual exports cause constant reporting gaps โ€” connecting these apps means client dashboards update automatically and campaign performance reviews run seamlessly.
๐Ÿ“Š
Operations leads
Your subscription volume is growing too fast for your team to manually keep customer records and partner statuses aligned, resulting in tracking errors โ€” with this integration, every subscription event flows between Recurly and Refersion without manual intervention.
๐ŸŽฏ
Customer success managers
You manage customer accounts and depend on billing notifications to trigger onboarding touchpoints, but delayed invoice updates cause missed outreach โ€” this integration means every Recurly invoice event triggers immediate downstream actions.
๐Ÿ“‹
Data administrators
You need a reliable historical record of subscriber activity and partner referrals, but manual data entry leaves frequent gaps in your database โ€” automating both apps means every subscription, invoice, and cancellation is captured reliably.
Our team

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Why choose Integrately to automate Recurly + Refersion

Build and manage your Recurly + Refersion automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Recurly + Refersion with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
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
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?

How Integrately Works?

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2
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Frequently Asked Questions

How do I connect Recurly to Refersion?
Frequently Asked Questions
You can connect Recurly to Refersion instantly using 1-click workflows on Integrately. Choose from ready automation templates or ask Integrately AI to build your custom setup connecting Recurly, Refersion, and tools like Slack or Google Sheets.
Can I automatically create a Refersion affiliate when a new Recurly subscription is created?
Frequently Asked Questions
Can I connect Recurly, Refersion, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Recurly and Refersion?
Frequently Asked Questions
How are Recurly invoices handled in automated workflows?
Frequently Asked Questions
Can Refersion conversion cancellations be automated when Recurly subscriptions are canceled?
Frequently Asked Questions
Do I need coding skills to automate Recurly and Refersion?
Frequently Asked Questions
Is the Recurly and Refersion integration free?
Frequently Asked Questions
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You Can Also Connect Recurly or Refersion With 1500+ Other Apps

Recurly
Popular Recurly Integrations
Connect Recurly with billing, CRM, and analytics platforms to manage subscriber growth and revenue operations.
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Refersion
Popular Refersion Integrations
Sync Refersion with marketing, reporting, and communication tools to scale affiliate network performance.
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Refersion Integrations arrow right
No popular apps found