ConnectWise and ChartMogul integration + automation

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

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ConnectWise and ChartMogul Connector Details

ConnectWise

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UsesSales, Marketing

CategoryCustomer Relationship Management (CRM)

Connector TypeTray Connector

Operations

Raw HTTP request (advanced)List invoicesCreate companyCreate company typeCreate company type associationCreate contactList communication typesList company types

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ChartMogul

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UsesFinance and Accounting, Marketing, Product

CategorySubscription Management

Connector TypeTray Connector

Operations

Create invoicesCancel subscriptionCreate planCreate customerCreate customer attributesCreate customer attributes with emailCreate customer tags with emailCreate transactionDelete customerDelete invoiceGet MMRGet customerand 6 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