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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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Lever

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Aircall

Zendesk Sell

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SalesforceIQ

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Mindbody

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Pipedrive

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Pipeliner

Freshsale

Freshsales

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Dynamo

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Insightly

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Zoho CRM

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Copper

Fastpath

Infusionsoft

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Streak

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SugarCRM

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Virtuous CRM

List invoices template DDL

List market descriptions DDL

List ownership types DDL

List pricing schedules DDL

List tax codes DDL

List time zones setup DDL

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

Raw HTTP request (advanced)

List company types names DDL

List contact departments DDL

List contact relationships DDL

List contact types DDL

List contacts DDL

List countries DDL

List currencies DDL

List custom fields DDL

List invoice delivery methods DDL

List invoices

Create company

Create company type

Create company type association

Create contact

List billing terms DDL

List calendars DDL

List communication types

List communication types DDL

List companies DDL

List company entity types DDL

List company locations DDL

List company statuses DDL

List company types

List company types DDL

List company types IDs DDL

ConnectWise1

Integrations

Limitless ConnectWise integrations

ConnectWise2

Automation

Automate your ConnectWise instance

ConnecWise3

Use cases

A trusted, scalable ConnectWise solution

ConnecWise4

With ERP

 ConnectWise + ERP automation made easy

ConnectWise5

Security +

Secure ConnectWise integrations

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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The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

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Aberdeen Report: Marketing technology—controlling the chaos

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Personalization is shifting from email to omni-channel. Are you ready?

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

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Jellyvision improves lead response speed, conversions, and win rate with automation

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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Marketing

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ConnectWise

Customer Relationship Management (CRM)

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

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 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

Integrations 

Easy Agile CRM integrations

Agile CRM 2

Automation 

Easy Agile CRM automation

Agile CRM 3

Use cases 

Heavy-duty Agile CRM use cases

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Agile CRM

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Product - Capabilities

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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

Customer Spotlight

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A strategic platform with solutions for mission critical use cases

Solutions

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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

Resources

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

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Similar connectors to ConnectWise and Agile CRM

Tray.io is the leader in low-code automation

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

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

Integrate ConnectWise 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 ConnectWise and Agile CRM and any other API, database, webhook, and more.