Add Recurly to your AI agent
Recurly is a subscription management and recurring billing platform for managing customers, plans, subscriptions, invoices, payments, and revenue operations.
- Things your agent can do in Recurly
- 10
Things your AI can do in Recurly
Your FormWise AI can handle any of these in Recurly — on its own, without you needing to click a button.
Get Account
Fetch one Recurly customer account by opaque ID or account code. Prefix an account code with code-, for example code-customer_123; do not prefix an opaque ID.
Get Item
Fetch one Recurly catalog item by opaque ID or item code. Prefix a code with code-, for example code-red; do not prefix an opaque ID.
Get Plan
Fetch one Recurly subscription plan by opaque ID or plan code. Prefix a code with code-, for example code-gold; do not prefix an opaque ID.
List Accounts
Find customer accounts on the Recurly site by email or subscription and past-due status. Returns one page and account identifiers that other tools can consume.
List Invoices
List invoices by state or invoice type to inspect billed amounts, balances, and account or subscription references without changing invoice state.
List Items
List reusable catalog items on the connected Recurly site, including codes, state, tax settings, and currency pricing.
List Plans
List subscription plans and their pricing configuration on the connected Recurly site.
List Sites
List Recurly sites visible to the connected private API key, including each site's ID, subdomain, mode, currencies, and enabled features. Use this first to confirm sandbox versus production context.
List Subscriptions
List subscriptions and filter by lifecycle state without creating, changing, pausing, canceling, or billing a subscription.
List Transactions
List payment transactions by type and success status for read-only payment investigation. This tool never authorizes, captures, purchases, cancels, or refunds funds.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Recurly is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Recurly, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Recurly for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Recurly work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Recurly to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Recurly in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Recurly.
- 3
Hit "Connect"
Click "Connect Recurly" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Recurly
Build a quick AI Agent (it's like writing instructions, not code), and pick the Recurly actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Recurly for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Recurly workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Recurly users had before signing up
Do I need to know how to code?
Not even a little. If you can use Recurly today, you can set this up. You'll connect Recurly, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Recurly login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Recurly or delete everything any time.
What happens when Recurly updates their app?
We handle it. When Recurly adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Recurly takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Recurly — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Recurly on FormWise
Recurly is a subscription management and recurring billing platform for managing customers, plans, subscriptions, invoices, payments, and revenue operations.
Connect Recurly once and your FormWise AI gets 10 things it can do inside it. That means your AI can handle the Recurly work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Recurly? Take a look at recurly.com.
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Stop doing the Recurly work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.