Capsule CRM and Formstack integration + automation

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

Capsule CRM and Formstack 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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Formstack

Formstack

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UsesMarketing, All
CategorySurveys and Forms
Triggers
List forms DDLDelete webhookList webhooksWebhook
Connector TypeTray Connector
Operations
List field typesGet field typeUpdate field typeDelete field typeList foldersCreate folderGet folderUpdate folderDelete folderList submissionsGet submissionUpdate submission
View documentation

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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