Younium is a subscription management and billing platform built for B2B SaaS companies to handle complex subscription models, invoicing, and revenue recognition. Finance and operations teams use Younium to manage the full subscription lifecycle, from activation through renewal and cancellation. The Custify integration pulls your Younium billing and subscription data directly into customer profiles, so your CS team can act on revenue signals without waiting for manual reports.
What can I do with Custify and Younium?
- Segment customers based on subscription data such as MRR, billing frequency, or subscription status, and build targeted success plays for each tier.
- Define lifecycle stages based on revenue signals and create tasks or alerts when changes like downgrades, cancellations, or failed payments are detected.
- Build customer success playbooks triggered by billing events: for example, automate outreach when a subscription is about to expire or when an invoice becomes overdue.
- Include subscription and revenue data in Custify health scores to get a more complete picture of account risk, not just product usage.
- Get real-time notifications when subscriptions change, so your team can respond immediately to downgrades or cancellations instead of finding out at renewal.
- Identify customers with overdue invoices using Custify segmentation, and trigger collections or outreach workflows automatically.
How does Younium work with Custify?
Custify connects to your Younium account using your Client ID and Secret Key, then imports subscription and billing data for each of your clients. Each Younium account is matched to the corresponding Custify company using a configurable matching strategy: by default, it matches on the Younium Account ID, but you can configure it to match on Account Number, Account Name, or any other company attribute.
From a connected Younium account, Custify syncs:
- Monthly Recurring Revenue (MRR)
- Subscription status (active, cancelled, expired, and more)
- Next billing date and amount
- Billing frequency
- Count of due invoices and total amount due
- Total income from paid invoices
- Customer since date (first paid invoice)
- Last subscription start and cancellation dates
Custify supports real-time updates via Younium webhooks. When a subscription changes in Younium: an upgrade, downgrade, cancellation, or renewal: Custify reflects it immediately.
FAQ
Can I get notifications in Custify when subscriptions change in Younium?
Yes. Younium sends real-time webhooks for subscription changes including activations, upgrades, downgrades, cancellations, and renewals. You can use these signals to trigger playbooks, alerts, and tasks in Custify.
Can I get notified when invoices are overdue?
Yes. Use Custify segmentation and playbooks to create these notifications. For example, trigger an alert when the count of due invoices exceeds a threshold or when the total amount due is above a certain value.
How are Younium accounts matched with Custify companies?
By default, the integration matches using the Younium Account ID against the `externalIds.younium` field on each Custify company. You can configure this to match on Account Number, Account Name, or any other company attribute.
Does this integration support multiple Younium environments?
Yes. You can connect to Younium Production (EU or US) or Sandbox environments. Select the appropriate environment in the integration settings.
What about multi-entity Younium tenants?
If your Younium account has multiple legal entities, you can specify the Legal Entity ID or Name in the advanced settings to ensure data is read from the correct entity.
How Do I Activate This Integration?
- In Younium, go to User Profile > Privacy & Security > Personal Tokens and generate a Client ID and Secret Key.
- In Custify, go to Settings > Integrations and find Younium in the list.
- Enter your Younium Client ID and Secret Key.
- Select your Younium environment (Production EU, Production US, or Sandbox).
- If applicable, enter your Legal Entity ID or Name.
- Configure the matching settings to determine how Younium accounts are matched with companies in Custify.
- Click “Save settings” to activate the integration.
- Optionally, set up webhooks in Younium under Settings > Webhooks, pointing to your Custify webhook URL for real-time subscription and invoice updates.
