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Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Zendesk Sell

Clubhouse

Zuora - Icon

Zuora

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Postmates

Grafana

ConnectWise - Icon

ConnectWise

Zoho CRM - Icon

Zoho CRM

Copper - Icon

Copper

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Mindbody

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Pipedrive

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SugarCRM

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Streak

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Virtuous CRM

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Pipeliner

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Agile CRM

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Dynamo

Freshsale

Freshsales

PowerSchool

Update an existing party. Any fields not included in the request will remain unchanged. The party type (person or organization) cannot be modified.

Update party

Create opportunity

Creates a new party contact to be stored in Capsule. A party can be either a person or an organization.

Create party

Delete a specific opportunity from Capsule.

Delete opportunity

Retrieve the details of a specific milestone.

Get milestone

Retrieve the details of a specific opportunity associated with the Capsule account.

Get opportunity

Retrieve the details of a specific person or organization associated with the Capsule account.

Get party

List countries

List countries DDL

Retrieve a list of all the custom fields on the Capsule account. An entity must be specified (either parties, opportunities or cases) and will define which custom fields to return.

List custom fields

List custom fields DDL

Retrieve a list of custom titles available on the Capsule account.

List custom titles

Retrieve a list of all the reasons for a lost opportunity on this Capsule account.

List lost reasons

List lost reasons DDL

Retrieve a list of all the milestones on the Capsule account.

List milestones

List milestones DDL

Retrieve a list of the opportunities on the Capsule account.

List opportunities

List opportunities DDL

List organizations DDL

Retrieve a list of the parties on the Capsule account.

List parties

List parties DDL

Retrieve a list of tags on the Capsule account.

List tags

List tags DDL

Retrieve a list of all the teams on this Capsule account.

List teams

List teams DDL

List titles DDL

Retrieve a list of tracks on the Capsule account.

List track definitions

List track definitions DDL

Retrieve a list of all the users on this capsule account.

List users

List users DDL

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Update an existing opportunity. Any fields not included in the request will remain unchanged.

Update opportunity

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How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Sales

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Capsule CRM

Customer Relationship Management (CRM)

Retrieve an organization and its information using its ID

Get organization

List organizations that the current authenticated user is associated with.

List organizations

List users in organization

List audit logs of events

Retrieve a domain and its information using its ID

Get domain

List domains belonging to an organization

List domains in organization

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Make customer insights actionable with product usage data

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Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

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Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

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FullContact offers customer intelligence APIs to enable companies to understand their customers holistically.

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Atlassian

Contact Management

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Experiences

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Foundation - Merlin AI and Enterprise Core

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Cvent migrates 500+ legacy integrations and achieves a 95% customer retention rate

Customer Spotlight

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A strategic platform with solutions for mission critical use cases

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Beyond Finance reduces employee onboarding time from 10 days to 5 minutes

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Your journey to automation excellence starts here

Resources

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Resources Customer Spotlight - Primary

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Udemy streamlines self-service to enterprise sales process and saves 20+ hours per month

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Similar connectors to Capsule CRM and Atlassian

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Salesforce Campaign ID (1:1)

Email

First Name (Clearbit)

Last Name (Clearbit)

Job Title (Clearbit)

Company Name (Clearbit)

Company size (Clearbit)

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Capsule CRM and Atlassian integrations couldn’t be easier with the Tray platform’s robust Capsule CRM and Atlassian connector, which connects any services without the need for separate integration tools.

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

Integrate Capsule CRM and Atlassian with any SaaS application or service using the Tray platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Capsule CRM and Atlassian and any other API, database, webhook, and more.

Capsule CRM and Atlassian integration + automation

Capsule CRM and Atlassian Connector Details

Popular Capsule CRM and Atlassian integrations

Capsule CRM and Atlassian templates