2Checkout and Agile CRM integration + automation

2Checkout and Agile CRM integrations couldn’t be easier with the Tray Platform’s robust 2Checkout and Agile CRM connectors, which can connect to any service without the need for separate integration tools.

2Checkout and Agile CRM Connector Details



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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Raw HTTP request (advanced)
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AgileCRM logo

Agile CRM

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Create helpdesk ticketCreate deal noteList notes by dealList milestones DDLUpdate taskCreate taskUpdate dealGet companyList dealsList tracksList tracks DDLUpdate contactand 9 more...

Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Jonathan Tartell, CPA VP of Operations and Finance

Tray.io is the leader in low-code automation

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