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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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Lodash

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RingCentral

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Affinity

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Aeries

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Sailthru

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SalesforceIQ

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Ringover

Retrieves a list of tenancy IDs associated with your account.

List tenancies

List tenancies DDL

Assign job

Create client

Create contact

Create custom field

Create job

Delete client

Delete contact

Delete job

Get client

Retrieves a list of all available categories.

List categories

Get contact

Retrieves a list of custom fields for a given resource.

Get custom fields

Retrieves information about a specific quote.

Get quote

List categories DDL

List clients

List clients DDL

List contacts DDL

Retrieves a list of current and archived quotes.

List current and archived quotes

List current jobs

Retrieves a list of all current jobs assigned to a staff member.

List current jobs assign to a staff

List current quotes

List draft quotes

List jobs

List staff

List staff DDL

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

Raw HTTP request (advanced)

Search clients

Set job state

Unassign job

Update client

Updates a contact. 
Please note: Any fields left blank will overwrite existing data.

Update contact

Updates the custom fields for a given resource.         Please note: If you select a field and then leave its value blank,         the field's value will be set to blank.

Update custom fields

Updates a job. 
Please note: Any fields left blank will overwrite existing data.

Update job

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How Automation is Changing the Face of Business

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Streamline strategic sales with an automated deal desk

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The ultimate guide to automating the entire lead lifecycle

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Vox Media connects and automates pre- and post-sales to streamline workflow

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WorkflowMAX

Contact Management

Create call comment

Create insight card

Delete a recording for a specified call. Warning this action cannot be undone.

Delete call recording

Get call

Retrieve details for a specified contact.

Get number

List calls

List contacts

List numbers

List tags

List tags DDL

List teams

Retrieve a list of users on your account.

List users

Retrieve a list of calls to match the search criteria.

Search calls

Retrieve a list of contacts to match the search criteria.

Search contacts

Update number

Update user

Delete webhook

List events DDL

List webhooks

Select one or more events. When these events occur it will trigger another execution of the workflow

Webhook

Aircall

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Curb customer churn with preemptive workflows

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Learn how to prioritize customer support queues 

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Together, Zendesk + Tray.io close the gap between customer support, sales and the rest of the company.

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Finally, an answer to customer churn

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How to integrate NPS into Salesforce CRM

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How to Automate Lead-to-Account Matching

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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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Customer Relationship Management (CRM)

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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

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

Integrate WorkflowMAX and Aircall 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 WorkflowMAX and Aircall and any other API, database, webhook, and more.