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.

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. 

Which Product is right for me?

I am a leader in
and I need to
for

Your Product: Tray Embedded

Empower your teams to build integrations for every customer

  • Accelerate your integrations while saving engineering resources

  • Deliver integrations that drive customer satisfaction—fast, profitably, and at scale 

  • Elastically Scale to manage your customer’s data needs, without painful sizing, provisioning, or overhead

  • Accelerate developer velocity with a modern, low-code experience

ConnectWise Connector Details

Uses

Sales, Marketing

Category

Customer Relationship Management (CRM)

Triggers

None

Connector type

Tray Connector

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 DDL

See documentation >
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

Popular Customer Relationship Management (CRM) Connectors

Make anything happen See Tray.io in action

Transforming over 47,000+ organizations

cisco
Segment
Eventbrite
Udemy
eHealth - Full
HackerOne
Arm
Mixpanel
Typeform
Thryv

The Tray Platform is...

Flexible

Flexible

Connect to anythingAccess every endpointAutomate any event

Easy

Easy

Visual and intuitive UX Clicks-or-code automationCollaborative development

Powerful

Powerful

Logical operatorsAdvanced capabilitiesReal-time logs

Scalable

Scalable

Elastic scalabilityParallel processingLog data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access

Get a Demo

Select the type of demo you’d like

Offer Type (multiple choice)
Privacy policy
Customer case studies with Tray.io