Recurly + Trello + Insightly integration

Use Autopilot to create journeys that use the Recurly, Trello and Insightly integrations.

Upcoming

Marketing Automation ideas to integrate Recurly, Trello and Insightly.

Recurly Subscription to Assign Insightly Task to Add Trello Card

Try this free

Recurly Subscription to Add Trello Card to Create Insightly Project

Try this free

Recurly Subscription to Add Trello Card to Assign Insightly Task

Try this free

Recurly Subscription to Assign Insightly Owner to Add Trello Card

Try this free

Recurly Subscription to Update Insightly Contact Field to Add Trello Card

Try this free

Recurly Subscription to Add Trello Card to Assign Insightly Owner

Try this free

Recurly Subscription to Add Trello Card to Update Insightly Contact Field

Try this free

Recurly Subscription to Create Insightly Project to Add Trello Card

Try this free

Showing 8 journey ideas for Recurly, Trello and Insightly

About the Recurly integration

From start-ups to global enterprises, today's fastest-growing businesses are harnessing the power of the subscription model to deliver predictable revenue, reveal critical customer insights, and automate revenue-optimizing decisions. These businesses demand a sophisticated, secure subscription management platform with the flexibility to support constantly evolving billing models with consistently superior customer experiences. Recurly meets that challenge with an enterprise-class subscription management platform that cuts through the complexity of subscription management to optimize and automate revenue growth.

About the Trello integration

Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.

About the Insightly integration

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Recurly integration, Trello integration and the Insightly integration.

Journey Triggers

Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.

Journey Actions

Add Trello Card
Adds a Trello card to a board.
Create Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Recurly, Trello and Insightly.