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.

See documentation >

Uses

Marketing, Sales

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

None

Operations

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

sean-passanisi

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

Tray.io 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
ConnectWise logo

ConnectWise

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

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The Tray Platform is...

Flexible

Flexible

Connect to anything

Access every endpoint

Automate any event

Easy

Easy

Visual and intuitive UX

Clicks-or-code automation

Collaborative development

Powerful

Powerful

Logical operators

Advanced capabilities

Real-time logs

Scalable

Scalable

Elastic scalability

Parallel processing

Log data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)

Built-in 2FA + full encryption

Role-based access

Resources

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