ConnectWise and Asana integration + automation

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

ConnectWise and Asana Connector Details

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ConnectWise

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
List company types names DDLList contact departments DDLList contact relationships DDLList contact types DDLList contacts DDLList countries DDLList currencies DDLList custom fields DDLList invoice delivery methods DDLCreate companyCreate company typeCreate company type associationand 8 more...
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UsesAll
CategoryProject Management
Connector TypeTray Connector
Operations
Add custom field to projectAdd followers to a taskAdd members to portfolioAdd members to projectAdd project status updateAdd project to portfolioAdd tag to taskAdd task to projectAdd task to sectionCopy all tasksCreate custom fieldCreate portfolioand 84 more...
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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.

Vice President, Business Systems
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