Zapier integration

Use Zapier to connect Recharge with thousands of other apps through automated workflows called Zaps. A Zap uses a trigger (an event in Recharge) to start a workflow and an action (an event in another app) to complete it.

This guide explains how to set up Zapier with Recharge, available triggers and actions, plus considerations.

How it works

Zapier connects different apps through automated workflows known as Zaps. Each Zap has two parts:

• Trigger: An event in one app that starts the workflow.
• Action: An event in another app that Zapier performs automatically after the trigger.

This means that when something happens in Recharge (such as a customer creating a subscription), Zapier can instantly perform a related action in another app (like adding the customer to your CRM).

The Recharge Zapier integration includes key capabilities that help you build flexible and reliable workflows:

Enhanced data support

• Properties and line items: Add custom properties to subscriptions and orders to track extra details, such as internal notes or gift messages.
• External IDs: Map and sync data with your external platform IDs (Shopify or BigCommerce) to maintain consistency across systems.
• Bundle support: Manage product bundles and selections in your workflows to give customers flexible purchasing options.
• Plan-based subscriptions: Create or update subscriptions tied to predefined plans in Recharge, ensuring they follow your store’s plan rules.

Advanced scheduling

• Order day configuration: Choose specific days of the week or month for subscription orders to generate.
• Charge interval flexibility: Separate charge intervals from order intervals so you can bill on one schedule and ship on another.
• Expiration settings: Configure subscriptions to automatically expire after a set number of charges.

Webhooks

• Error handling: Provides clear messages when issues occur
• Scalability: Supports up to 50 webhooks per topic
• Authentication recovery: Automatically recovers from authentication errors
• Retry logic: Retries failed webhook requests automatically

Setup instructions

Build a Zap directly in Zapier to connect Recharge to other apps, and automate your workflows. See Zapier’s quick guide to getting started for additional details.

Prerequisites

• Active Recharge account
• Zapier account

Step 1 - Connect Recharge and Zapier

1. Log in to Zapier and select App Connections.
2. Click Add connection.
3. Search for Recharge in the app search bar and select Add connection. Enter your store name using one of the following formats. Protocol prefixes and domain suffixes are automatically stripped. Use only letters, numbers, hyphens, and underscores.
   • your-store-name
   • your-store-name.myshopify.com
   • your-store-name.bigcommerce.com
4. Select Yes, Continue to Recharge to authorize the following OAuth permissions:
   • read_accounts, write_batches, read_batches
   • write_customers, read_customers
   • write_discounts, read_discounts
   • read_events, write_notifications
   • write_orders, read_orders
   • write_payment_methods, read_payment_methods
   • write_products, read_products
   • write_subscriptions, read_subscriptions
   • read_store, read_credit_accounts, read_credit_adjustments
5. Click Install. This will redirect you back to the App Connections page in Zapier.
6. Click the three vertical dot menu next to Recharge on the App Connections page and select Test connection to confirm that the connection is active.

Step 2 - Configure the trigger option

The trigger is the event that starts a Zap. When you choose Recharge as your trigger app, you can select from 41 available triggers, listed below. These triggers enable you to initiate automated workflows based on events in Recharge, such as customer updates, subscription changes, or order processing.

See Zapier’s article on setting up a trigger for detailed instructions.

Step 3 - Test your trigger

After selecting a trigger, click Test trigger to confirm that the trigger is set up correctly.

Step 4 - Add your actions

Actions are the events a Zap performs after it is triggered. See Zapier’s article on adding an action for detailed setup instructions. Recharge offers 74 different actions, listed below.

Optional - Add a search step

You can use one of the following search steps to find existing data in a Zap:

• Find Subscription - Search for subscriptions by various criteria
• Find Customer - Search for customers by email, name, or ID
• Find Charge - Search for charges by status or customer
• Find Address - Search for addresses by customer or location

Step 5 - Test and publish your action

After configuring your action, select Test step to test the action and ensure it works as intended.

Publish the action after testing.

With your Zap published, Zapier will automatically execute your action step(s) whenever your trigger event occurs.

Use cases

You can use Zapier to automate common subscription workflows in Recharge. By combining triggers and actions, you can seamlessly connect Recharge to your CRM, marketing tools, and fulfillment systems with minimal manual effort.

The following examples demonstrate how merchants utilize Zaps to manage the subscription lifecycle, recover failed payments, automate order fulfillment, and enhance customer retention.

Subscription lifecycle management

When a subscription is created in Recharge, Zapier can automatically create the customer in your CRM, send a welcome email, and add the customer to your email marketing list.

Example setup

1. Trigger: Subscription Created
2. Actions:
   1. Create Customer in CRM
   2. Send Welcome Email
   3. Add to Email Marketing List

Order fulfillment automation

When an order is processed, Zapier can create a shipment in your fulfillment system, update inventory, and send an order confirmation to the customer.

Example setup

1. Trigger: Order Processed
2. Actions:
   1. Create Shipment in Fulfillment System
   2. Update Inventory
   3. Send Order Confirmation

Available triggers

The following triggers are available in Zapier:

• Customer triggers
• Subscription triggers
• Charge triggers
• Order triggers
• Checkout triggers
• Address triggers
• Product triggers
• One-time purchase triggers

Customer triggers

Subscription triggers