Agile CRM and SpotDraft integration + automation
Agile CRM and SpotDraft integrations couldn’t be easier with the Tray Platform’s robust Agile CRM and SpotDraft connectors, which can connect to any service without the need for separate integration tools.
Popular Agile CRM and SpotDraft integrations
Agile CRM and SpotDraft 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 documentationCreate contractDownload contract fileGenerate contract previewGet contract by external metadata IDGet contract download linkGet template metadataRaw HTTP request (advanced)Send contract to counterpartiesUpdate contract data
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.
