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Agile CRM

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Hunter

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List invoices template DDL

List market descriptions DDL

List ownership types DDL

List pricing schedules DDL

List tax codes DDL

List time zones setup DDL

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

List company types names DDL

List contact departments DDL

List contact relationships DDL

List contact types DDL

List contacts DDL

List countries DDL

List currencies DDL

List custom fields DDL

List invoice delivery methods DDL

List invoices

Create company

Create company type

Create company type association

Create contact

List billing terms DDL

List calendars DDL

List communication types

List communication types DDL

List companies DDL

List company entity types DDL

List company locations DDL

List company statuses DDL

List company types

List company types DDL

List company types IDs DDL

ConnectWise1

Integrations

Limitless ConnectWise integrations

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Automation

Automate your ConnectWise instance

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Use cases

A trusted, scalable ConnectWise solution

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With ERP

 ConnectWise + ERP automation made easy

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Security +

Secure ConnectWise integrations

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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Sales ops best practices

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Sales

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The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

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Aberdeen Report: Marketing technology—controlling the chaos

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Personalization is shifting from email to omni-channel. Are you ready?

Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

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Jellyvision improves lead response speed, conversions, and win rate with automation

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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ConnectWise

Customer Relationship Management (CRM)

Check to see if an email address is real and retrieve additional metadata its overall quality.



Verify email

See how many email verification credits remain on your account.

Get credit balance

A free, open endpoint for checking if an email is hosted by known disposable domains.

Disposable email check

Check the status of a list email verification job that was started.

Get job status

 Verify batches of email addresses from a single request.

Verify Multiple Email Addresses

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Kickbox integrations made easy

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Seamless Kickbox automation

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Heavy-duty Kickbox use cases

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How Automation is Changing the Face of Business

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Vox Media connects and automates pre- and post-sales to streamline workflow

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Email

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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A strategic platform with solutions for mission critical use cases

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Mixpanel accelerates mission-critical order-to-cash process by 25%

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Your journey to automation excellence starts here

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Eventbrite accelerates high-quality integration delivery at scale and lifts customer satisfaction

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

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

Integrate ConnectWise and Kickbox with any SaaS application or service using the Tray Platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to ConnectWise and Kickbox and any other API, database, webhook, and more.