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Recurly - Create PDF, Word, Excel Documents
Recurly connects with Documentero to automatically generate documents whenever new customer accounts or transactions are created. You can use Recurly’s triggers to feed customer and billing data directly into Documentero templates. This makes it easy to produce invoices, receipts, or account summaries in PDF, DOCX, or XLSX formats. The integration works through API, Make, or Zapier, giving you flexible options to set up the workflow.
Recurly
Documentero
Triggers
Watch Accounts — Triggers when a new customer account is created.
Watch Transactions — Triggers when a new transaction is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Recurly using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Recurly using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Recurly transactions
Create customer welcome letters from Recurly account data
Export Recurly billing information into XLSX reports
Generate renewal confirmation documents from Recurly subscription events
Create account summary PDFs from new Recurly accounts
Automatically generate receipts from Recurly payments
Export customer account data from Recurly into formatted DOCX files
Create monthly financial reports from Recurly transactions with Documentero
Generate custom contracts from Recurly subscription details
Automatically produce account statements from Recurly billing history
How you can use Recurly + Documentero
Automatic Invoice Creation
Generate a PDF invoice in Documentero each time a new transaction is recorded in Recurly.
Customer Welcome Pack
Create a DOCX welcome document with account details whenever a new Recurly customer account is added.
Monthly Transaction Report
Compile all Recurly transactions into an XLSX report using Documentero templates on a scheduled basis.
Subscription Renewal Receipt
Produce and email a receipt in PDF format through Documentero when a subscription renews in Recurly.
Account Summary Document
Automatically generate a customer account summary in DOCX format whenever an account is updated in Recurly.
Setup Guides
Zapier Tutorial: Integrate Recurly with Documentero
- Create a new Zap in Zapier.
- Add Recurly to the zap and choose one of the triggers (Watch Accounts, Watch Transactions). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Recurly trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Recurly with Documentero
- Create a new scenario in Make.
- Add Recurly to the scenario and choose one of the triggers (Watch Accounts, Watch Transactions). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Recurly trigger.
- Run or schedule your scenario and verify the output.
