ConnectWise integration + automation

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

Popular ConnectWise integrations

Business professionals that want to integrate ConnectWise with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

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Marketing, Sales


Customer Relationship Management (CRM)

Connector type

Tray Connector




List countries DDL, List currencies DDL, List custom fields DDL, List invoice delivery methods DDL, Create company, Create company type, Create company type association, Create contact, Create invoice, List billing setups DDLShow all


With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.

Sean Passanisi - Senior Manager, Sales and Marketing Operations

Udemy is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021
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Limitless ConnectWise integrations

Take full control of the data in your ConnectWise instance with simple yet powerful low-code integrations on the Tray Platform. Build fully customizable ConnectWise integrations in minutes, without developer resources. 

With the ConnectWise connector for the Tray Platform, you can extend the functionality of ConnectWise through API integrations that flow data across your tech stack. Do it all using our visual, drag-and-drop interface. You won’t need technical experience to stand up high-impact integrations that boost efficiency and drive revenue. 

Create, sync, and manage your records in ConnectWise, including opportunities, tickets, contacts, companies, billings, and campaigns. Tap into robust ConnectWise automation to streamline IT management and satisfy use cases across your organization. Augment existing ConnectWise workflows with data from other systems. Track and manage cross-functional projects by syncing ConnectWise data bi-directionally between SaaS tools. 

Popular Customer Relationship Management (CRM) Connectors

Make anything happen See in action

Enterprises and rapidly growing firms trust the Tray Platform

Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.

  • AdRoll
  • Copper trusts with their automation
  • Digital Ocean is a happy customer of
  • InVision
  • Demandbase marketing department depends on
  • Udemy
  • Outreach
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The Tray Platform is...



Connect to anything

Access every endpoint

Automate any event



Visual and intuitive UX

Clicks-or-code automation

Collaborative development



Logical operators

Advanced capabilities

Real-time logs



Elastic scalability

Parallel processing

Log data storage




Built-in 2FA + full encryption

Role-based access


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