Integrations / Payment Processing
Recurly on WhatsApp: manage items, accounts and plans with an AI agent
Flann turns Recurly into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in Recurly for you. Cash questions rarely wait for a convenient moment. A supplier calls, a customer queries a bill, a payment looks wrong. With Recurly connected, you message Flann and get the figure from the real record, not from memory.
10 actions in Recurly. All of them only look things up, so nothing in Recurly is ever changed. You connect with your API key.
What you can ask Flann to do in Recurly
You do not need the exact wording. These are the kinds of messages Flann turns into Recurly actions.
“Look up the item in Recurly.”
“Look up the account in Recurly.”
“Show me my invoices in Recurly.”
What Flann can work with in Recurly
Recurly gives Flann 10 actions across 7 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Accounts | look up | 2 |
| Items | look up | 2 |
| Plans | look up | 2 |
How the same item job compares, in Recurly directly and through Flann.
| Compare | Opening RecurlyLog in, find it, do it | Recurly through FlannAsk and get it done |
|---|---|---|
| Getting started on a job | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers about items | Filters and searches you run yourself | 10 look-ups, answered straight away |
| Recurly records | All of them, one screen at a time | 7 kinds, from one chat |
| Getting connected | Nothing new to set up | Your Recurly API key, once |
YesPartlyNo
Step by step: Recurly jobs you can hand to Flann
How a request turns into real Recurly actions, one step at a time.
Get answers about your items
- You message Flann on WhatsApp: “What is the latest on our items in Recurly?”
- Flann runs
List ItemsandGet Itemin Recurly and shows you what it found. - Nothing in Recurly is changed: these are look-ups, so they run straight away.
Check your invoices from WhatsApp
- You message Flann on WhatsApp: “Show me where our invoices in Recurly stand.”
- Flann runs
List Invoicesin Recurly and shows you what it found. - Nothing in Recurly is changed: these are look-ups, so they run straight away.
Get answers about your accounts
- You message Flann on WhatsApp: “What is the latest on our accounts in Recurly?”
- Flann runs
List AccountsandGet Accountin Recurly and shows you what it found. - Nothing in Recurly is changed: these are look-ups, so they run straight away.
Where Flann saves you time in Recurly
Small jobs, repeated often, are where the time goes. Here is how they change once Recurly is connected.
Friday round of overdue reminders
Today
Every Friday you open Recurly, filter the overdue invoices and write a chaser to each customer by hand. The tone drifts with your mood.
With Flann
“Who is overdue in Recurly? Draft reminders, firmer for anyone more than a month late.”
Flann pulls the overdue list from Recurly, sorts it by age and drafts a reminder for each customer, gentle for recent ones and firmer for the long-standing ones. One card per customer.
What you stop doing: You stop writing the same awkward chaser every week.
Knowing which bills to pay
Today
Supplier bills arrive by email, post and WhatsApp, and only some of them make it into Recurly. Due dates slip past and late fees follow.
With Flann
“List the supplier bills due before Friday in Recurly and what we have in the bank.”
Straight from Recurly, Flann lists the bills falling due, with the supplier, the amount and any that are already late, next to your current balance. You decide what to pay.
What you stop doing: Nobody has to keep due dates on a sticky note by the till.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Recurly
- Search for Recurly in Flann’s Connectors.
- Paste your Recurly API key into the secure form Flann opens. You will find the key in your Recurly account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Recurly action and fills in the details.
Of the 10 Recurly actions, 10 only read. The other 0 create, update, send or delete. Disconnect Recurly in Connectors whenever you like.
Ways to use Recurly with Flann
Chase what is owed
Ask Flann who still owes you. It checks Recurly, lists the open items and drafts a reminder for each customer.
Your month in one message
Ask “how did we do this month?” and Flann answers from Recurly in plain words, on your phone, between customers.
Log it while it is fresh
Send Flann a voice note about a payment or an expense. It prepares the entry in Recurly and shows it to you before saving.
Everything Flann can do in Recurly
Every Recurly action Flann can run, split into what it reads and what it changes.
Looks up 10
- Get Account
- Get Item
- Get Plan
- List Accounts
- List Invoices
- List Items
- List Plans
- List Sites
- List Subscriptions
- List Transactions
Changes 0
None.
More Payment Processing apps Flann works with
QuickBooksCommon questions
What can Flann do with accounts in Recurly?
Flann can look up accounts in Recurly, using 2 actions (Get Account, List Accounts). All of them only look things up, so they run straight away.
What can Flann do with items in Recurly?
Flann can look up items in Recurly, using 2 actions (Get Item, List Items). All of them only look things up, so they run straight away.
How does Flann connect to Recurly?
Open Connectors in Flann, choose Recurly and paste your Recurly API key into a secure form. You will find the key in your Recurly account settings. Once it is connected, Flann can use 10 actions in Recurly.
Do I need to open Recurly to use it with Flann?
No. Once Recurly is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Recurly.
Is Recurly included in my Flann plan?
Yes. Every Flann plan includes every app, Recurly included.