Freshsales Suite + Trolley

Request payment information in Trolley for new Freshsales Suite contacts

Easily manage the payment information of your new Freshsales Suite contacts with this efficient workflow. When a new contact is added in Freshsales Suite, this automation will prompt them to provide their payment information through Trolley. Stay organized and save time by streamlining your payment processes with this seamless integration.

When this happens...
New Contact
Triggers when a new contact is created and retrieves 1,000 records in a single polling.
TriggerScheduled
automatically do this!
Request Recipient Payment Information
Request payment information from a recipient.
ActionWrite

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Supported triggers and actions

- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- TitleRequired
- Associated ModuleRequired
- Attendees EmailRequired
- From DateRequired
- To DateRequired
- Targetable IdRequired
- Location
- Description
- Time Zone
- Outcome
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Due DateRequired
- Owner IdRequired
- Outcome IdRequired
- Description
- Task Type
- Collaborators
Action
Write
- Module NameRequired
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Owner IdRequired
- Start DateRequired
- End DateRequired
- Sales Activity TypeRequired
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer NameRequired
- Unique IdentifierRequired
- Event NameRequired
- Additional Event Properties
Action
Write
- Update ByRequired
- Enter Account Name /Account IDRequired
Action
Write
- Deal IDRequired
Action
Write
- Search ByRequired
- Enter Account ID / NameRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write
Recipient Updated
Triggers when a recipient is updated.
Trigger
Instant
Try It
- Currency of payment (optional)
- Description (optional)
Action
Write
- Recipient ID
- Email
- Reference ID
- AmountRequired
- CurrencyRequired
- Cover Fees
- Payment Memo
- Batch Description
Action
Write
- RecipientRequired
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
- EmailRequired
- Name of Business
- First Name
- Last Name
- Street
- Street 2
- City
- Postal Code
- Phone
- Country
- State/Province
- Reference ID
- Passport Number
- Date of Birth
Action
Search or write

- Filter NameRequired
- Include Contact Details
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Select ModuleRequired
- Unique IdentifierRequired
- File NameRequired
- File PathRequired
- Share with team
Action

Freshsales Suite + Trolley

Request payment information in Trolley for new Freshsales Suite contacts

Supported triggers and actions

Contacts Added to a List

New Account

Contact Updated

New Deal

Create Meeting

Create Task

Create a Record on Custom Module

Create Custom Sales Activity

Create a Marketing Event

Update Account

Update Deal

Find Account

Find Contact by Unique Fields

Search the matching Contacts

Recipient Updated

Create a Batch

Create Payment

Request Recipient Payment Information

Find Recipient

Find or Create Recipient

Deal Updated

Account Updated

New Contact

Add File