Agile CRM and Stripe integration + automation

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

Agile CRM and Stripe Connector Details

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Agile CRM

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Create helpdesk ticketCreate deal noteList notes by dealUpdate taskCreate taskUpdate dealGet companyList dealsList tracksUpdate contactUpdate companyCreate companyand 4 more...
UsesFinance and Accounting
CategoryFinance and Accounting
Triggers
List events DDLWebhook
Connector TypeTray Connector
Operations
Get upcoming invoiceList subscription schedulesList subscriptionsList tax IDs by customerPay invoiceRaw HTTP request (advanced)Create chargeGet cardGet chargeGet customerGet subscriptionCreate card (Advanced)and 18 more...
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The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
Udemy

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