ConnectWise and Namely integration + automation

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

ConnectWise and Namely 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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UsesHR
CategoryHuman Resources Information Systems (HRIS)
Connector TypeTray Connector
Operations
Create profileList profiles Get profileUpdate profile
View documentation

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
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