Integration + Automation

On-demand demo




Finance and Accounting

Business professionals that want to integrate Recurly with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

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    Integrate with any app with our unique Universal Connector

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    Easily use our drag-and-drop workflow builder

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    Partner with our CS team and receive hands-on Recurly support



Connection Type

Tray Connector


On webhook


Get account

Get account acquisition data

Get account billing information

Get coupon

Get invoice


This is the most powerful and flexible process management tool out there. Anytime you have a use case where two systems need to talk to each other; the Tray Platform is ideal.

Brendon, Marketing Operations Lead
tray platform integration for embedded get you up and running fast

Simplify Recurly integrations

Subscription data never lives in a silo. As companies look to optimize ARR/MRR, they need to share data across CRM, ERP, support, and analytics tools. The Tray platform helps you build custom Recurly integrations quickly and easily. Our low-code builder allows business users to set up seamless integrations in minutes between the Recurly API and any other data source, including flat files or any other cloud service, even from custom fields.

Sharing subscription and billing information across Recurly and the rest of your technology stack has never been easier. Using the Tray Platform, you can drag and drop our Recurly connector, along with hundreds of other connectors to popular SaaS applications like Salesforce, Netsuite, Zendesk, Quickbooks, and many more to easily setup powerful API integrations.

With the Tray Platform you can eliminate the errors and manual work associated with passing data between systems. Now, you can automatically sync customer, revenue, subscription, and billing data bi-directionally and keep everything updated across all of your systems.

Automation for any Recurly process

Let our platform optimize your subscription management, payments, and billing details without having to worry about manually passing information between the other tools in your stack. With the Tray Platform, you can use our Recurly connector to ingest payment and customer information into your ERP system, automate quote-to-cash processes, and prioritize support requests to maximize revenue retention—all without writing any code.

The Tray Platform has the flexibility to automate any operation. In addition to app connectors, our platform provides flexible logic operators, data formatting tools, and even file manipulation capabilities to support any financial workflow exactly how you want to. 

We designed the Tray Platform with the ability to connect to any application at the API level, giving business users the power to process data across their sales, marketing, support, and finance systems. Need to update data in multiple applications, read and write from custom fields, load transactional data into a warehouse for analysis, or automate any other process using Recurly or other payment processing tools? Whatever your use case, we’ve got you covered.

Tray Embedded enables teams to scale and increase retention

Automate heavy-duty Recurly use cases

The Tray Platform supports complex workflows and large volumes of data without sacrificing simplicity for business users. You can transfer individual customer details from CRMs such as Salesforce, Microsoft Dynamics, or SugarCRM to Recurly when an opportunity closes, or pull thousands of Recurly transactions into Snowflake, Redshift, Google BigQuery, or any other data warehouse for analysis. Our elastic, serverless architecture can scale to support any data load.

Power users and IT experts love to use the Tray Platform to build automated workflows that manage complex, multi-step subscription processes for Recurly that would otherwise require hours of manual work. Our platform offers enterprise-grade security and data privacy protections that are SOC-2, GDPR, and HIPAA compliant, ensuring that IT and technical teams can feel safe integrating sensitive financial data between their applications.

By automating Recurly subscription and billing processes with the Tray Platform, finance, sales, and marketing teams can ensure that customer and financial data is consistent across all their systems, optimize the customer experience, and eliminate time-consuming manual work.

What would you like to connect?