Case Studies

autoMate for ReCharge is used to solve merchants pain points with their subscription business. The app uses ReCharge payments API to create automations based on actions, to control delivery dates, manage fulfilment processes and much more. 

The engine behind the app allows us to quickly build custom rules, functions and features on your Shopify store to help solve problems, remove manual intervention and enable growth of your subscription business.

Each project is unique and has been completed to specification of the merchants requirements. Take a look at what we've done in the past and let us know how we can help you!

  1. ReCharge Order Sequence Numbers
  2. Click Funnels ReCharge Integration

ReCharge Order Sequence Numbers

Our app manages the order sequence numbers for ReCharge orders, allowing you to see what number the order is in a recurring subscription. 


The app will attach an order note to the Shopify order to allow you to quickly identify how many orders that customer has had. 

The OS number is constantly updated each time a new order is placed within a customer subscription. As well as seeing it on the Shopify order page, you will also see this on the CSV order export. 

You can also manually edit the OS number of a particular customer, by going to ReCharge customers within the ReCharge app. You can open the Additional Settings & Info box, which is within the customer information area. Here you can change the OS number and our app will continue to increment it by one for subsequent orders.


To enable this functionality, please get in touch with us to discuss your requirements. We will then help you to get setup with the automation.


Click Funnels ReCharge Integration

This merchant sells membership subscriptions via Click Funnels, using 2Checkout payment gateway. The merchant will take payment through 2Checkout payment gateway and manually add the customer details to ReCharge to enroll them on the subscription. While this method is extremely simple for the customer, it was taking up a huge amount of time for the merchant, constantly creating new subscriptions. 

2Checkout uses Stripe, meaning we were able to connect the ReCharge and Stripe API's and automatically grab the customers Stripe token and details, then added them directly to the subscription through the ReCharge API. 

The interface within the app, allows the merchant to create more rules of the same for different trigger products, so when the trigger product is purchased, the customer is automatically added to the specified subscription.


For example if a customer purchases 'product A' automatically add them to a defined subscription.


This automation will only work with payment gateways which have an API and allow us to grab the access token for the customer, which enables us to auto enrol their debit card to the subscription.