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Salesforce

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Microsoft Dynamics 365

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ServiceNow

LogicMonitor

Kazoo HR

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Lever

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LiveRamp

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Lodash

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LeafLink

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Agile CRM

Absorb

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Aircall

Zendesk Sell

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Aeries

Grafana

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SalesforceIQ

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Sailthru

Kanban Tool

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Postmates

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Mindbody

Fetches an array of all the global fields that exist on organizations.

Get global fields organizations

Deletes an opportunity with a specified opportunity ID.

Delete opportunity

Creates a new field value with the supplied parameters.

Create field value

Creates a new note with the supplied parameters.

Create note

Creates a new opportunity with the supplied parameters.

Create opportunity

Creates a new organization with the supplied parameters.

Create organization

Creates a new person with the supplied parameters.

Create person

Deletes an organization with a specified organization ID.

Delete organization

Deletes a person with a specified person ID.

Delete person

Download an entity file with a specified entity file ID.

Download entity file

Fetch an entity with a specified Entity file ID.

Get entity file

Fetches an array of all the global fields that exist on people and return an array of the global fields that exist on people for your team.

Get global fields persons

Returns all the list entries in the list with the supplied list ID.

Get list entries

Gets the details for a specific note given the existing note ID.

Get note

Fetches an opportunity with a specified opportunity ID.

Get opportunity

Fetches an organization with a specified organization ID.

Get organization

Fetches a person with a specified person ID.

Get person

List all entity files within your organization. The result will be an object with two fields: 'entity_files' and 'next_page_token'. You can set the value of next_page_token to be sent as the query parameter page_token in another request to retrieve the next page of results.

List entity files

Returns all fields based on the parameters provided.

List fields

List fields DDL

Returns a collection of all the lists visible to you.

List lists

List lists DDL

Returns all field values attached to a person, organization, opportunity.

List notes

Searches your team’s data and fetches all the opportunities that meet the search criteria. The search term can be a part of an opportunity’s name.

Search opportunities

Searches your team’s data and fetches all the organizations that meet the search criteria. The search term can be a part of an organization’s name or domain.

Search organizations

Searches your teams data and fetches all the persons that meet the search criteria. The search term can be part of an email address, a first name or a last name.

Search persons

Updates an existing opportunity with opportunity ID with the supplied parameters.

Update opportunity

Updates an existing organization with organization ID with the supplied parameters.

Update organization

Updates an existing person with person_id with the supplied parameters. Only attributes that need to be changed must be passed in.

Update person

Uploads files attached to the entity with the given ID. The file will display on the entity’s profile, provided that the entity is not a person internal to the user’s organization.

Upload entity files

Affinity1

Integrations

Easily integrate Affinity

Affinity2

Automation

Limitless Affinity automation

Affinity3

Use cases

In-depth Affinity automations

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

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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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Affinity

Contact Management

List pipeline stages DDL

List pipeline stages for pipeline DDL

List pipelines DDL

Update an opportunity in your Copper account.

Updates a person record in your Copper account, using their unique ID.

Create lead

Create an opportunity in your Copper account.

Create a person record in your Copper account.

Delete lead

List users DDL

Search leads

Search people

Check to see if a company exists, using its unique ID.

Company exists?

Check to see if an activity exists, using its unique ID.

Activity exists?

Checks to see if leads are enabled in your Copper account.

Are leads enabled?

Create activity

Create company

Create custom activity type

Create project

Link a "resource" to a "parent" object. For example, you could link one or more companies to an opportunity.

Create related item

Creates a task in your Copper account, linked to a "resource", such as a person, opportunity, or company.

Create task

Delete activity

Delete company

Delete project

Delete a task from your Copper account, from its unique ID.

Delete task

Find the lead who has a given phone number. If multiple leads have the same phone number, the most recently updated will be returned.

Find lead by phone number

Find person by email

Get details about the account that you've connected to Tray.

Get account details

Get details about a pipeline stage, using its unique ID.

Get pipeline stage

Get project

Get activity

Get company

Get a custom activity type by its unique ID.

Get custom activity type

Get lead

Get pipeline

Find the person who has a given phone number. If multiple people have the same phone number, the most recently updated will be returned.

Get person by phone number

Get a task from your Copper account, using its unique ID.

Get task

Get user

Check to see if an lead exists, using its unique ID.

Lead exists?

Get a list of all of the loss reasons in your Copper account.

List Opportunity loss reasons

List contact types DDL

Get a list of all of the activity types in your Copper account.

List custom activity types

Get a list of all of the stages in a given pipeline in your Copper account.

List Pipeline Stages

Get a list of all of the pipelines in your Copper account.

List Pipelines

Get a list of all of the custom activity types in your Copper account.

List activity types

List activity types DDL

Get a list of all the companies in your Copper account.

List companies

List companies DDL

Get a list of all of the contact types in your Copper account.

List contact types

List custom activity types DDL

Get a list of all of the custom fields in your Copper account.

List custom fields

List loss reasons DDL

List custom fields DDL

Get a list of all of the customer sources in your Copper account.

List customer sources

List customer sources DDL

Get a list of all of the lead statuses in your Copper account.

List lead statuses

Get a list of all the users in your Copper account.

List users

Check to see if an opportunity exists, using its unique ID.

Affinity and Copper integration + automation

Popular Affinity and Copper integrations

Affinity and Copper Connector Details

Affinity

Copper

Tray.io is the leader in low-code automation

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