Capsule CRM and Chargeback integration + automation

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

Capsule CRM and Chargeback Connector Details

Capsule CRM

Capsule CRM

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UsesSales
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Update partyCreate opportunityCreate partyDelete opportunityGet milestoneGet opportunityGet partyList countriesList custom fieldsList custom titlesList lost reasonsList milestones
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Chargeback

Chargeback

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UsesFinance and Accounting
CategorySecurity
Connector TypeTray Connector

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
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Tray.io is the leader in low-code automation

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