Recurly and Google Sheets workflows you can build
Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.
Ready-made template Log every new Recurly subscription in a sheet
Each subscription is added with the account, plan, amount and start date, giving finance a running list of new revenue to total by month.
Subscription Created→Add New Row
View the templateUpdate the subscription's row each time it renews
Find the row by subscription ID and write the new period end and renewal count, so the sheet shows which customers keep paying.
Subscription Renewed→Lookup Row Data→Update Row
Keep a customer register current when accounts change
When a company name, email or address changes in Recurly, the matching row in your register is updated, which keeps mail merges and reports accurate.
Account Updated→Lookup Row Data→Update Row
Record usage for metered plans
Every usage record is added to a usage tab, so you can check metered billing against what customers actually used before invoices go out.
Usage Created→Add New Row
List upcoming renewals for the success team
The bill date reminder adds the account and renewal date to a tab, in a readable date format, so account managers can check in before the charge.
Subscription Renewal Bill Date Reminder→Date/Time Formatter→Add New Row
Flag scheduled plan changes on the subscription row
When a downgrade or upgrade is scheduled for the next period, the Pending change cell of that subscription's row is filled in for the revenue forecast.
Subscription Pending Change Scheduled→Lookup Row Data→Update Cell Data
Keep an audit tab of voided credit payments
Voided credit payments and invoices are written to their own tab, which gives finance a list to reconcile at month end.
Credit Payment Voided→Add New Row