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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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Lever

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Lokalise

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Agile CRM

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Samsara

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Aircall

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AccuWeather

Zendesk Sell

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SalesforceIQ

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Mindbody

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Pipedrive

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Google Maps

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Pipeliner

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Freshsales

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Lufthansa

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Dynamo

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Insightly

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Oxford Dictionaries

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

ConnecWise4

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

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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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Marketing

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ConnectWise

Customer Relationship Management (CRM)

Get bulk generic flags

Retrieve a single generic flag assignment

Get generic flag assigment

Create/update customers and create subscriptions for the customers.

Import main object

Search for a single or series of generic flag assignments based on search parameters. The result contains a series of generic flag assignment IDs.

Search generic flag assignments

Search for a single or series of generic flags based on search parameters. The result contains a series of generic flag IDs.

Search generic flags

Search for a single or series of notes based on search parameters. The result contains a series of note IDs.

Search note

Search for a single or series of subscriptions based on search parameters. The result contains a series of subscription IDs.

Search subscription

Update flag assignment

Delete flag assignment

Get bulk appointments

Get bulk customers

Retrieve a selection of generic flag assignments.

Get bulk generic flag assignments

Get bulk notes

Get bulk subscriptions

Get customer

Get generic flag

Get note

Get subscription

Search for a single or series of customers based on search parameters. The result contains a series of customer IDs.

Search customer

Create flag assignment

Get appointment

Search for a single or series of appointments based on search parameters. The result contains a series of appointment IDs.

Search appointment

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Travel and hospitality leader positions itself for powerful revenue growth

Dex Yp used Tray.io to connect their MarTech stack

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

Travel and hospitality leader customer story with Tray.io

Travel and Hospitality Leader

Travel and hospitality leader drives powerful revenue growth

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Vertical

pestroutes

PestRoutes

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Product - Platform Features

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

Customer Spotlight

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A strategic platform with solutions for mission critical use cases

Solutions

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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

Resources

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

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Similar connectors to ConnectWise and PestRoutes

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Tray.io is the leader in low-code automation

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

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

Integrate ConnectWise and PestRoutes 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 PestRoutes and any other API, database, webhook, and more.