PortaBilling and Agile CRM integration + automation

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

PortaBilling and Agile CRM Connector Details

PortaBilling

PortaBilling

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Create recordCustom operationDelete recordGet recordList recordsUpdate record
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AgileCRM logo

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...

Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly

Tray.io is the leader in low-code automation

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