Capsule CRM + Trolley

Request payment information in Trolley for new or updated opportunities in Capsule CRM

Stay on top of new and updated opportunities in Capsule CRM by seamlessly requesting payment information in Trolley with this efficient workflow. Whenever an opportunity is created or updated in Capsule CRM, it initiates a request for the recipient's payment information in Trolley, streamlining your sales process and ensuring timely follow-ups. Save time while enhancing customer experience with this seamless integration.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Request Recipient Payment Information
Request payment information from a recipient.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
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

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- Payment Status
Trigger
Instant
Try It
- Batch IDRequired
- Recipient IDRequired
- AmountRequired
- CurrencyRequired
- Payment Memo
Action
Write
- 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
Write
- Batch IDRequired
Action
Write
- Recipient IDRequired
- Amount to sendRequired
- Currency of paymentRequired
- Payment Memo
- Cover Fees?
- Batch Description
Action
Write
- Recipient IDRequired
Action
Search

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

About Trolley

Trolley helps businesses send payouts to (and manage associated tax details for) their vendors, suppliers, artists, and independent contractors worldwide.

Related categories

Payment Processing

Related Zap Templates

Request recipient payment information in Trolley for new or updated Capsule CRM contacts

Create recipients in Trolley when new or updated contacts arrive in Capsule CRM

Create Trolley recipients from new or updated Capsule CRM opportunities

Capsule CRM + Trolley

Request payment information in Trolley for new or updated opportunities in Capsule CRM

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

Recipient Updated

Create a Batch

Create Payment

Request Recipient Payment Information

Find Recipient

Find or Create Recipient

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

Payment Status Updated

Add a Payment

Create Recipient

Process an Existing Batch

Send a Payment

Retrieve a Recipient

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About Trolley

Related categories

Related Zap Templates

Related Zap Templates