ConnectWise and Hatchbuck integration + automation

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

ConnectWise and Hatchbuck Connector Details

ConnectWise

ConnectWise

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Raw HTTP request (advanced)List invoicesCreate companyCreate company typeCreate company type associationCreate contactList communication typesList company types
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Hatchbuck-icon-color

Hatchbuck

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UsesMarketing, Sales
CategoryMarketing Automation Platform (MAP)
Connector TypeTray Connector
Operations
Create contactAdd tags to contactList campaignsCreate purchase orderDelete tags from contactList contact sourcesList contact statusesList contact tagsList contact temperaturesList contactsStart campaignsStop campaigns
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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
Udemy

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