Agile CRM and Ordway integration + automation
Agile CRM and Ordway integrations couldn’t be easier with the Tray Platform’s robust Agile CRM and Ordway connectors, which can connect to any service without the need for separate integration tools.
Agile CRM and Ordway Connector Details
Connector TypeTray Connector
Operations
Create helpdesk ticketCreate deal noteList notes by dealUpdate taskCreate taskUpdate dealGet companyList dealsList tracksUpdate contactUpdate companyCreate companyand 4 more...
Connector TypeTray Connector
Operations
View documentationGet paymentCreate chart of accountsCreate creditCreate customerCreate journal entryCreate paymentCreate productDelete customerDelete productGet all customer informationGet chart of accountsGet creditand 7 more...
The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.
