Universal Connector

Capsule CRM and DrChrono integration + automation

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

Capsule CRM and DrChrono 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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DrChrono

DrChrono

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UsesVertical
CategoryVertical
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use DrChrono connector available at the moment.

To get data in and out of DrChrono, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

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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