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CRM ⇄ Accounting and finance

Chorusai to Recurly integration — real-time, two-way sync

Keep Chorusai and Recurly in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Chorusai and Recurly

Sync customers, invoices, and payment status between Recurly and Chorusai in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Chorusai knows the relationship: who the contacts are and what is in motion with the account. Recurly knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Subscriptions, Plans, Invoices, Transactions in Recurly to Moments, Playlists, Engagements, Recordings (Conversations) in Chorusai with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • 01 Post usage records to Measured Units on metered Subscriptions from a metering database before each bill run.
  • 02 Sync Accounts and Subscriptions bi-directionally with Postgres so product and provisioning systems read live entitlement state and write plan or seat changes back to Recurly.
  • 03 Export Scorecards and their scores to a database to power rep-coaching and QA dashboards across sales teams.
  • 04 Read the Deals associated with each conversation to attribute call activity to open opportunities in a BI model.

Common sync patterns

Collections with context

Finance sees the account owner and relationship history from Chorusai when chasing a balance, and sales sees that the chase is happening.

Where Chorusai tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Recurly with the right billing details, so invoicing starts without re-keying.

Payment status on the account

Invoice and payment status from Recurly appears on the account in Chorusai, so reps see overdue balances before they promise the next order.

What you can sync between Chorusai and Recurly

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Chorusai objects Recurly objects How this pairing syncs
Trackers AI keyword and topic trackers (pricing, competitors, next steps) surfaced within a conversation; read out as coaching and deal-risk signals. Subscriptions Recurring subscription records tied to an Account and a Plan, with state, term, and next-bill date. Core object, synced two-way to drive provisioning and reporting. Trackers is specific to Chorusai and Subscriptions to Recurly — each maps to any object or custom field on the other side.
Deals CRM opportunity context attached to a conversation (account, deal, owner); read to attribute call activity to open pipeline. Plans The product and pricing catalog (plan codes, intervals, add-ons); usually mastered in Recurly and read out, or mirrored from a product database. Deals is specific to Chorusai and Plans to Recurly — each maps to any object or custom field on the other side.
Scorecards Call QA and coaching assessments with reviewer, recipient, and scores; read and exported for rep-performance reporting. Invoices Charge and credit billing documents; read-heavy for revenue reporting, and creatable through Purchases for one-off charges. Scorecards is specific to Chorusai and Invoices to Recurly — each maps to any object or custom field on the other side.
Moments Timestamped highlight clips from a conversation; created via the API to capture key call snippets. Transactions Individual payment attempts — captures, refunds, and voids; typically read into a warehouse for reconciliation and dunning analysis. Moments is specific to Chorusai and Transactions to Recurly — each maps to any object or custom field on the other side.
Playlists Curated collections of Moments and Recordings; created and managed to share coaching examples across teams. Line Items One-time charges and credits on an account outside a subscription; synced for accurate revenue and adjustment reporting. Playlists is specific to Chorusai and Line Items to Recurly — each maps to any object or custom field on the other side.
Engagements Meetings and dialer calls, the core record; filterable by date_time, participants, and processing_state, and polled incrementally to read conversation activity out. Coupons and Redemptions Discount definitions and their application to accounts and subscriptions; read for discount and promotion analysis. Engagements is specific to Chorusai and Coupons and Redemptions to Recurly — each maps to any object or custom field on the other side.

How changes propagate between Chorusai and Recurly

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Chorusai Recurly Interval-based propagation

DetectionStacksync polls Chorusai for changes on an incremental schedule, reading only records changed since the previous pass. Polling the engagements endpoint on date_time and processing_state.

DeliveryEach detected change is written to Recurly through its API, with automatic retries and rate-limit backoff.

Recurly Chorusai Sub-second propagation

DetectionRecurly notifies Stacksync of record changes through webhook events. Webhooks (JSON or XML, one format per endpoint) for account, subscription, payment, and invoice events, plus incremental polling of list endpoints.

DeliveryEach detected change is written to Chorusai through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Chorusai: Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes.
  • Recurly: Production sites default to 1,000 requests/min with only GET requests counting toward the limit; sandbox sites 400/min with all requests counting; the limit is a sliding 5-minute window, X-RateLimit headers report the quota, and breaches return HTTP 429.
What ships with Chorusai ⇄ Recurly

Connect Chorusai and Recurly for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Chorusai–Recurly connection.

Real-time

Two-way sync

Changes in Chorusai or Recurly instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Chorusai or Recurly data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Chorusai or Recurly record.

Observability

Monitoring

Track your Chorusai ⇄ Recurly sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Chorusai and Recurly.

How the Chorusai and Recurly connectors work

Chorusai

Integration surface
REST API (api-docs.chorus.ai)
Authentication
Per-user API token generated in Chorus Personal Settings, sent in the Authorization request header
Change detection
Polling the engagements endpoint on date_time and processing_state; no public change webhooks or CDC
Capabilities
read · write
Rate limits
Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes
Chorusai setup guide

Recurly

Integration surface
REST API (V3, date-versioned; legacy V2 XML API also exists)
Authentication
API key via HTTP Basic auth (key as username, blank password); keys are per-site, with separate sandbox and production keys
Change detection
Webhooks (JSON or XML, one format per endpoint) for account, subscription, payment, and invoice events, plus incremental polling of list endpoints sorted by updated_at with begin_time/end_time filters
Capabilities
read · write · webhooks
Rate limits
Production sites default to 1,000 requests/min with only GET requests counting toward the limit; sandbox sites 400/min with all requests counting; the limit is a sliding 5-minute window, X-RateLimit headers report the quota, and breaches return HTTP 429.
How it works

How to connect Chorusai to Recurly — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Chorusai and Recurly with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Chorusai connected
    Recurly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Chorusai and Recurly objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Chorusai ⇄ Recurly
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Chorusai Recurly
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Chorusai and Recurly integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
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DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 522 integrations available for Chorusai and Recurly.

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