Asana-icon-color

Asana

LogicMonitor

Kazoo HR

LiveRamp - Icon

LiveRamp

Lodash-icon-color

Lodash

LeafLink - Icon

LeafLink

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Airtable

Google Sheets - Icon

Google Sheets

Absorb

Zendesk Sell

aeries

Aeries

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ruum by SAP

Grafana

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Sailthru

Kanban Tool

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Postmates

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Monday

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Zuora

Smartsheet

PowerSchool

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

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Automation

Limitless Affinity automation

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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

Delete project 

List clients DDL

Get client 

List discussions

Update project 

Get task

List discussions DDL

List projects DDL

Update discussion

List users DDL

Create client

Delete user

Get user

Create discussion

Update task list

Delete task list

List tasks 

List tasks DDL 

List clients

List projects 

Delete discussion

Delete client

Get task list

Get discussion

Create project 

Get project

Create task list

List task lists

List task lists DDL

Update task

Delete task

Create user 

Update user 

Create task

Update client

List users 

List webhooks

List webhooks DDL

Create webhook

By creating a webhook you create a link between an event in Paymo (e.g. adding a task) and a URL that will be notified by Paymo when the event occurs.

Webhook

Delete webhook

Paymo

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The ultimate guide to automating the entire lead lifecycle

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

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Project Management

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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

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A strategic platform with solutions for mission critical use cases

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Mixpanel accelerates mission-critical order-to-cash process by 25%

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Your journey to automation excellence starts here

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Eventbrite accelerates high-quality integration delivery at scale and lifts customer satisfaction

Affinity and Paymo integration + automation

Popular Affinity and Paymo integrations

Affinity and Paymo Connector Details

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Paymo

Tray.io is the leader in low-code automation

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