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Microsoft Power BI

LogicMonitor

Kazoo HR

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LiveRamp

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Lodash

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LeafLink

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Qlik

Absorb

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Aeries

Grafana

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Sailthru

Kanban Tool

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Postmates

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Zuora

PowerSchool

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Ellucian Ethos

Clubhouse

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ZoomInfo

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Evisort

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Domo

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

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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

Add user to group

Create API 3 credentials for the specified user.

Create API 3 credentials

Create SQL Runner query

Create a password reset token for a user.

Create password reset token

Create two factor login information for the specified user.

Create two factor login information

Create user

Add email credentials to an existing user.

Create user email credentials

Delete a user including all looks and other information owned by the user.

Delete user

Delete a user attribute value from a user’s account settings

Delete user attribute value

Delete user from group

Delete a web login session for a given user.

Delete web login session

Get SQL Runner query

Get current user

Get group

Get user

List all groups

List all groups DDL

Retrieve information about all the groups in a group.

List all groups in group

Retrieve information about all the users directly included in a group.

List all users in group

Retrieve user attribute values for a given user.

List attribute values

List attribute values DDL

Retrieve information about roles of a given user.

List user roles

List users

List users DDL

Retrieve information about web login sessions for a given user.

List web login sessions

List web login sessions DDL

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

Raw HTTP request (advanced)

Execute a SQL Runner query in a given "result format".

Run SQL Runner query

Return all user accounts where first name, last name, or email field values match a pattern based on SQL LIKE expression. Any additional search fields will be combined into a logical AND expression.

Search user names

Search all users on a given search criteria. Please provide a field to search by to return results or use list users to list all users.

Search users

Update user

Update email credentials of an existing user.

Update user email credentials

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How Automation is Changing the Face of Business

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The ultimate guide to automating the entire lead lifecycle

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

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Looker

Business Intelligence (BI)

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

Affinity and Looker integration + automation

Popular Affinity and Looker integrations

Affinity and Looker Connector Details

Affinity

Looker

Tray.io is the leader in low-code automation

Similar connectors to Affinity and Looker

Discover the ultimate AI-powered iPaaS that supercharges your business with quick, seamless ecosystem integrations.