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Salesforce

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Microsoft Dynamics 365

Zendesk Sell

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ConnectWise

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Zoho CRM

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Copper

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Pipedrive

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Mindbody

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Streak

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SugarCRM

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Agile CRM

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Virtuous CRM

Freshsale

Freshsales

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Pipeliner

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Dynamo

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PayPal

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Rev.io

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Aircall

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Insightly

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SalesforceIQ

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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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)

Get an account's billing information from Recurly, using the account's unique ID.

Get account billing information

Get an account from Recurly, using it's unique ID.

Get account

Get acquisition data for an account from Recurly, using the account's unique ID.

Get account acquisition data

Get an coupon from Recurly, using it's unique ID.

Get coupon

Get an invoice from Recurly, using it's unique ID.

Get invoice

Get a plan from Recurly, using it's unique ID.

Get plan

Get a plan add on from Recurly, using it's the plan ID and the add on ID.

Get plan addon

Get an subscription from Recurly, using it's unique ID.

Get subscription

Get a transaction from Recurly, using it's unique ID.

Get transaction

Get a list of the coupons an account has redeemed.

List account coupon redemptions

Get a list of the invoices for an account.

List account invoices

Get a list of an account's transactions, including purchases and refunds.

List account transactions

Get a list of the accounts in a Recurly site.

List accounts

List coupons

Get a list of the coupon redemptions applied to an invoice.

List invoice coupon redemptions

Get a list of line items for a invoice by its ID in a Recurly site.

List invoice line items

Get a list of the invoices in a Recurly site.

List invoices

Get a list of the line items in a Recurly site.

List line items

Get a list of the addons in a Recurly plan.

List plan addons

Get a list of the plans in a Recurly site.

List plans

Get a list of all the sites you have access to.

List sites

List sites DDL

Get a list of the subscriptions in a Recurly site.

List subscriptions

Updates an account's acquisition data, setting details on how a customer was found.

Update account acquisition data

Get a list of the transactions that have occurred in a Recurly site.

List transactions

Recurly provides enterprise-class subscription billing management for thousands of businesses worldwide.

Receive a webhooks from Recurly, which are triggered for all events in your Recurly account. TIP: you'll need to set the webhook up manually in Recurly to trigger workflows.

On webhook

Recurly

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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Subscription Management

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

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

Integrate Capsule CRM and Recurly 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 Recurly and any other API, database, webhook, and more.

Capsule CRM and Recurly integration + automation

Popular Capsule CRM and Recurly integrations

Capsule CRM and Recurly Connector Details

Capsule CRM

Recurly

Tray is the leading AI ready integration and automation platform

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