Microsoft Teams

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Microsoft Sharepoint

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Kazoo HR

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LiveRamp

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Lodash

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LeafLink

Absorb

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Aeries

Grafana

Jira

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Microsoft Outlook

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Sailthru

Kanban Tool

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Slack

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Postmates

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Notion

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Zuora

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Miro

Jive

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

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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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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 user channels DDL

List authentication options DDL

Retrieve a list of monthly call log metrics.

List call logs

List users DDL

Deactivate an active user or reactivate a deactivated user.

Update user status

Get a detailed report for a past meeting.

Get meeting report

Retrieves a report on past webinar polls.

Get webinar polls report

Retrieves a specific webinar details report.

Get webinar report

Add meeting registrants

Create meeting

Create users

Create webinar

Create webinar registrant

Delete user

Get account call logs

Retrieves cloud recording usage report for a specified period.

Get cloud recording report

Retrieves daily report to access the account-wide usage of Zoom services for each day in a given month.

Get daily usage report

Retrieve a report of results for a past meeting.

Get meeting poll report

Get meeting recordings

Get users call logs

Retrieve a user's Zoom phone profile information.

Get users profile

Retrieves an active or inactive users report for a specified period of time.

Get users report

Get webinar

Retrieves a report on question and answers from past webinars.

Get webinar Q&A report 

Retrieves a list of sign in / sign out activity logs report of users under a Zoom account.

List activity logs report

List all recordings

List call recordings

List channel members

Get participant report for a past meeting.

List meeting participants report

Retrieves a list of registrants for a specific meeting.

List meeting registrants

List all the meetings that were scheduled for a user (meeting host).

List meetings

List meetings DDL

Retrieves a list of past meetings for a specified period of time, for a given user.

List meetings report

Retrieves operation logs report for a specified period of time.

List operation logs report

Return all of an account's users who are assigned to a Zoom phone license.

List phone users

List phone users DDL

Return all members that are assigned to a specific role.

List role members

List roles

List roles DDL

Gets telephone report for a specified period of time.

List telephone report

Retrieve a list of channels related to a user.

List user channels

Retrieve a list of a user's chat messages.

List user chat messages

List users

Get detailed report on each attendee of a webinar.

List webinar participants report

Retrieves a list of registrants for a specific webinar.

List webinar registrants

List all the webinars that are scheduled by or on-behalf a user (Webinar host).

List webinars

List webinars DDL

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

Raw HTTP request (advanced)

Search for a contact using the 'Search key' field by providing the user's first name, last name or email address.

Affinity and Zoom integration + automation

Popular Affinity and Zoom integrations

Affinity and Zoom Connector Details

Affinity

Zoom

Tray.io is the leader in low-code automation

Similar connectors to Affinity and Zoom

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