Salesforce-icon-color

Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

ServiceNow - Icon

ServiceNow

Google Sheets - Icon

Google Sheets

Zendesk Sell

Monday-icon-color

Monday

ConnectWise-icon-color

ConnectWise

Airtable-icon-color

Airtable

Smartsheet

Zoho CRM - Icon

Zoho CRM

Trello - Icon

Trello

Workfront-icon-color

Workfront

Pipedrive - Icon

Pipedrive

Copper - Icon

Copper

SugarCRM - Icon

SugarCRM

Streak-icon-color

Streak

AgileCRM-icon-color

Agile CRM

Mindbody - Icon

Mindbody

Freshsale

Freshsales

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Hive

Create contact list

Creates a segment from a list of contact IDs.

Create segment from contact IDs

Get campaign history

Get the attribute fields of a contact list.

Get contact list attributes

Get details of contact lists based on a given list of contact list IDs.

Get contact lists details

Get segment

Get sub account

List sub accounts

List sub accounts DDL

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

Raw HTTP request (advanced)

Get a list of contacts for a particular contact list.

List contact list contacts

List contact list contacts DDL

List contact lists

List contact lists DDL

List emails

List emails DDL

List segments

List segments DDL

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

sales marketing mix

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.

Intercom - Card

Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

Connector Department - Sales - Cards

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Udemy - Anonymous

Sales

Benchmark

Customer Relationship Management (CRM)

Update task

Add followers to a task. Returns an empty data block. Each task can be associated with zero or more followers in the system. Requests to add/remove followers, if successful, will return the complete updated task record, described above.

Add followers to a task

Add custom field to project

Delete task

Add members to portfolio

Add users as members of a project, if they're not already added.

Add members to project

Add a status update to a project, setting a "message" and a colour reflecting the project's status.

Add project status update

List portfolios DDL

Add project to portfolio

Add tag to task

Add task to project

Add task to section

Copy all tasks from one project to another, including those that are marked completed and archived in the source.

Copy all tasks

Create custom field

Create portfolio

Create project

Create project section

Create subtask

Add a comment to a task. Comments will appear in the Asana UI to be from the Asana user connected with your tray account.

Create task comment

Delete custom field

Delete portfolio

Delete project

Delete section

Download task attachments hosted on Asana. Maximum total size of attachments is 500MB.

Download attachments

Get the full record for a single attachment.

Get attachment

Return all metadata for a specified custom field.

Get custom field

Get portfolio

Get project

Get task

Get team

Get user

Get user by email

Get workspace

List colors DDL

Get a list of all of the teams in an organization workspace.

List organization teams

Return a list of all projects in a portfolio.

List portfolio projects

List portfolios

Retrieve a list of all of the custom fields settings on a project.

List project custom field settings

Get a list of all of the sections in a given project.

List project sections

Get a list of all the tasks in a project.

List project tasks

Return the compact section records for all tasks within the given section.

List section tasks

Retrieve a list of all attachments on the task.

List task attachments

List task custom fields DDL

Retrieve a list of all tasks custom fields for a single project.

List task custom fields for project

Retrieve a list of all tasks custom fields for multiple projects.

List task custom fields for projects

List task custom fields from projects DDL

List task custom fields from task ID DDL

Return a list of all the other tasks that a specified task is dependent on.

List task dependencies

List task dependents

Remove members from portfolio

Get a list of all of the stories on a task, including comments, and other actions.

List task stories

List task subtasks

List tasks

Get a list of all of the users part of the team.

List team members

Retrieve a list of all the projects you can access in your account.

List workspace projects

Remove members from a project

List workspace projects DDL

List workspace projects without team DDL

Retrieve a list of tags from a workspace.

List workspace tags

Retrieve a list of tasks from a workspace.

List workspace tasks

Retrieve a list of all users in a workspace.

List workspace users

List workspace users DDL

Retrieve a list of all the workspaces you can access in your account.

List workspaces

List workspaces DDL

Project exists?

Remove custom field from portfolio

Remove each of the specified followers from the task if they are following. Returns the complete, updated record for the affected task.

Remove followers from a task

Remove tag from task

Remove the task from the specified project. The task will still exist in the system, but it will not be in the project anymore.

Remove task from project

Unlink a set of dependents from this task.

Unlink dependents from a task

Mark a set of tasks as dependencies of this task, if they are not already dependencies. A task can have at most 15 dependencies.

Set dependencies for a task

Mark a set of tasks as dependents of this task, if they are not already dependents. A task can have at most 30 dependents.

Set dependents for a task

Unlink a set of dependencies from this task.

Unlink dependencies from a task

Update custom field

Update a drop-down option attached to a custom field.

Update drop down option in custom field

Reorder the drop-down options in a given custom field.

Update order of drop down options in custom field

Update portfolio

Update section

Upload attachment to task

List project custom field settings DDL

List project custom fields DDL

Add task dependencies

List organizations DDL

List portfolio projects DDL

Copy all custom fields from a source project to a destination project. This is operation is only available to premium Asana accounts.

Benchmark and Asana integration + automation

Popular Benchmark and Asana integrations

Benchmark and Asana Connector Details

Benchmark

Asana

Tray.io is the leader in low-code automation

Similar connectors to Benchmark and Asana

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