Integration
Automate with Recurly
Recurly handles your subscription revenue. NVS connects every billing event to downstream action — dunning sequences, CRM updates, and team alerts — so no subscription event goes unmanaged.
Use Cases
When a Recurly payment fails, a 3-step dunning sequence starts: an immediate email, a 3-day follow-up, and a final warning at day 7 before the subscription is suspended.
Trigger
Invoice Failed
recurly.trigger
Fires when a recurring invoice payment attempt fails.
Send First Dunning Email
sendgrid.email
Immediate payment failure notification with update payment link sent.
Wait 3 Days
nvs.set
3-day delay before second dunning attempt.
Send Follow-up Email
sendgrid.email
Second dunning email with urgency messaging and payment link.
Output
Schedule Final Warning
nvs.set
7-day final warning email scheduled. Suspension flag set in CRM.
Every new Recurly subscription creates a HubSpot deal, enrolls the customer in an onboarding email sequence, and sends a Slack celebration to the sales team.
Trigger
New Subscription
recurly.trigger
Fires when a new paid subscription is activated.
Create HubSpot Deal
hubspot.deal
New deal created at Closed Won with plan, MRR, and start date.
Enroll in Onboarding
activecampaign.automation
Customer enrolled in the plan-specific onboarding email sequence.
Output
Celebrate in #sales
slack.message
Sales team notified: new subscriber, plan, MRR, and HubSpot deal link.
Every week, Recurly subscription data is analyzed: subscribers with declining usage, failed payments, or low engagement scores receive a proactive CSM outreach.
Trigger
Weekly Monday
schedule.cron
Weekly churn risk review runs every Monday morning.
Fetch At-Risk Subscriptions
recurly.subscriptions
Subscriptions with payment failures or low recent activity fetched.
Score Churn Risk
openai.gpt-4o
GPT-4o scores each subscriber's churn risk 1-10 based on signals.
IF
Risk Score >= 7?
nvs.condition
High-risk subscribers trigger immediate CSM outreach.
NO
Output
Log to Tracker
google.sheets
Risk score logged for trend monitoring. No immediate action.
YES
Output
Create CSM Task + Alert
slack.message
Asana task created. CSM alerted in Slack with risk score and signals.