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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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Microsoft Office 365

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Lever

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Aircall

Zendesk Sell

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SalesforceIQ

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Google Drive

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G Suite

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Microsoft OneDrive

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Mindbody

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Dynamo

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Insightly

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ConnectWise

Create assets

Create asset tags

Create custom field keys for a specific brandfolder

Create custom field keys for a brandfolder

Create a single collection in a specific brandfolder

Create a collection in a brandfolder

Delete attachment

Get Asset

Get attachment

List Assets

List asset tags

List attachments

List all collections that the user has access to

List collections

List brandfolder collections

Asset exists

Create custom fields for a specific asset

Create custom fields for an asset

Create section

Delete asset

Get section

Update attachment

List custom field keys for a specific brandfolder

List brandfolder custom field keys

Update the value for a specific custom field

Update custom field value

Brandfolder 1

Integrations

Integrate Brandfolder now

Brandfolder 2

Automation

Stand up custom BrandFolder automation

Brandfolder 3

Use cases

Automate any BrandFolder use case

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The ultimate guide to automating the entire lead lifecycle

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Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

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Brandfolder

Content Collaboration Software

Create helpdesk ticket

Create deal note

List notes by deal

List milestones DDL

Update task

Create task

Update deal

Get company

List deals

List tracks

List tracks DDL

Update a contacts properties (not including tags, star or lead values)

Update contact

Update company properties (not including tags, star or lead values)

Update company

Create company

Delete contact (company) note

Delete deal

Retrieve a list of tasks. Can be filtered if required.

List tasks

List criteria types DDL

Update deal note

Get task

Create deal

Create contact

Create note and relate it to a contact/company

Create contact note

List notes by contact

List property subtypes DDL

List ticket filter IDs DDL

Retrieve a list of helpdesk tickets. Can be filtered if required.

List helpdesk tickets

Delete contact

List companies

Delete company

Delete helpdesk ticket

Get contact

List contacts

Agile CRM 1

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Easy Agile CRM integrations

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Automation 

Easy Agile CRM automation

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Use cases 

Heavy-duty Agile CRM use cases

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How to Automate Lead-to-Account Matching

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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Agile CRM

Customer Relationship Management (CRM)

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Enabling your entire organization to deliver on the promise of automation

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Brandfolder and Agile CRM integrations couldn’t be easier with the Tray Platform’s robust Brandfolder and Agile CRM connector, which connects any services without the need for separate integration tools.

Brandfolder and Agile CRM integrations couldn’t be easier with the Tray Platform’s robust Brandfolder and Agile CRM connectors, which can connect to any service without the need for separate integration tools.

Integrate Brandfolder and Agile CRM with any SaaS application or service using the Tray Platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Brandfolder and Agile CRM and any other API, database, webhook, and more.