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Koncert

LogicMonitor

Kazoo HR

LiveRamp - Icon

LiveRamp

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Lodash

LeafLink - Icon

LeafLink

Absorb

Salesloft - Icon

Salesloft

aeries

Aeries

Grafana

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Sailthru

Kanban Tool

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SalesRabbit

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Postmates

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Zuora

PowerSchool

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Pitchly

ellucian-ethos (1)

Ellucian Ethos

Clubhouse

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Hub.inc

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

Delete a task from your Outreach account, using their unique ID.

Delete task

Get a list of recent prospects in your Outreach account.

List prospects

List call dispositions DDL

Get a list of sequence states in your Outreach account.

List sequence states

List sequence states DDL

Add a prospect to a sequence in your Outreach account.

Add prospect to sequence

Create an account in your Outreach account.

Create account

Create a new call disposition in your outreach account.

Create call disposition

Create a call purpose in your Outreach account.

Create call purpose

Create a new compliance request in your Outreach account.

Create compliance request

Create a new mailing in your outreach account.

Create mailing

Create an opportunity in your Outreach account.

Create a prospect in your Outreach account.

Create prospect

Create a sequence in your Outreach account.

Create sequence

Create a sequence state in your Outreach account.

Create sequence state

Create stage

Delete an account from your Outreach account, using their unique ID.

Delete account

Deletes a call from your Outreach account, using their unique ID.

Delete call

Delete an call disposition from your Outreach account, using their unique ID.

Delete call disposition

Delete an call purpose from your Outreach account, using their unique ID.

Delete call purpose

Create an opportunity prospect role in your Outreach account.

Create opportunity prospect role

Delete an opportunity from your Outreach account, using their unique ID.

Delete an opportunity prospect role from your Outreach account, using their unique ID.

Delete opportunity prospect role

Delete an opportunity stage from your Outreach account, using their unique ID.

Delete opportunity stage

Get a list of sequence steps in your Outreach account.

List sequence steps

Deletes a prospect from your Outreach account, using their unique ID.

Delete prospect

Delete a sequence in your Outreach account, using their unique ID.

Delete sequence

Delete a sequence state in your Outreach account, using it's unique ID.

Delete sequence state

Execute a link provided by the Outreach API and return it's results. Note: only 'GET' requests will be performed.

Execute link

Gets an account from your Outreach account, using their unique ID.

Get account

Create an opportunity stage in your Outreach account.

Create opportunity stage

Gets a call from your Outreach account, using their unique ID.

Get call

Create task

Gets a call purpose from your Outreach account, using their unique ID.

Get call purpose

List sequence steps DDL

Retrieve the details for a specific compliance request.

Get compliance request

Gets an event from your Outreach account, using their unique ID.

Get event

Gets an opportunity from your Outreach account, using their unique ID.

Gets an opportunity prospect role from your Outreach account, using their unique ID.

Get opportunity prospect role

Gets an opportunity stage from your Outreach account, using their unique ID.

Get opportunity stage

Get a list of sequences in your Outreach account.

List sequences

Gets a mailbox from your Outreach account, using its unique ID.

Get mailbox

Gets a mailing from your Outreach account, using its unique ID.

Get mailing

Gets a phone number of a prospect from your Outreach account, using the phone number ID.

Affinity and Outreach integration + automation

Popular Affinity and Outreach integrations

Affinity and Outreach Connector Details

Affinity

Outreach

Tray.io is the leader in low-code automation

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