ConnectWise and ServiceNow integration + automation

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

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🎉 Automate and integrate faster than ever - and at scale - with our latest launch!

We’re excited to announce a new product and features that drive enhanced connectivity and automation for enterprise velocity. Dramatically simplify API integrations with our Connectivity API product, get started building your own Tray connectors with the Connector Builder, and try out our new Authentication and Projects features and more. Login or sign up today to try it out.

Uses

Sales, Marketing

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

See documentation >

Uses

Sales, Marketing

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

None

Operations

List users sys ID DDL, Raw HTTP request (advanced), Create user, Delete table record, Delete user, Create incident, Create table record, Get incident, Get instance URL, Get table record by IDShow all

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
With the Tray platform you can connect any web service

Robust ConnectWise + ServiceNow integrations

Tightly connect your managed services and digital IT workflows with custom ConnectWise + ServiceNow integrations on the Tray Platform. Our low-code platform empowers anyone to stand up flexible integrations that connect any data source in minutes without needing extensive IT support.

Looking for ConnectWise + ServiceNow connectors? Using our 100% visual builder, you can drag-and-drop together integrations between any data source, including flat files (such as CSVs), webhooks, emails, FTP, and any other cloud-based app—even using data within custom fields. Now, you can seamlessly flow your incident and customer data wherever you need.

Go beyond flexible integrations and build custom ConnectWise + ServiceNow automation that accelerates your mean time to resolution (MTTR) and improves the customer experience. Get real-time visibility into your IT environment and instantly know when and where performance issues arise with multi-step automation. Now, you can save hours of manual work, resolve more issues at scale, and hit all your SLAs.

tray-control-automation

Limitless ConnectWise + ServiceNow automation

With the Tray Platform, orchestrate multi-step automation that executes an infinite variety of operations inside each tool you connect. You can bi-directionally sync ConnectWise, ServiceNow, any of your favorite tools at the API level, including your CRM, application performance monitoring system, intranet, helpdesk, business intelligence platform, accounting software, data warehouse, and more.

Business users in IT, DevOps, business operations, customer support, revenue operations, and many other functions across the organization rely on our platform to build custom ConnectWise + ServiceNow automation. Now, you can freely flow incident reports and status updates between any application in your tech stack. You can get automatic alerts in real-time to notify your team of anomalies and outages. Or, you can surface tickets inside your intranet or project management tool to centralize your issue resolution processes.

Design customized workflows to meet any use case with our full library of pre-built connectors, data helpers, and custom logic operators. There are no limits to what you can automate with the Tray Platform.

Tray Embedded enables teams to scale and increase retention

Accelerate your MTTR with automation

Accelerate your MTTR with automationIT teams depend on the Tray Platform to handle heavy-duty data jobs that push billions of records daily. Our platform’s elastic, serverless architecture ensures that all your workflows scale without limit, even if your data usage changes.

Get the most out of ConnectWise, ServiceNow, and the rest of your tech stack with next-level automated processes. Need to bi-directionally sync ServiceNow, ConnectWise, and your business intelligence tool to generate real-time dashboards that monitor your tickets, service requests, and SLA? Need to pipe closed tickets and agent context into your data warehouse to create a historical database of performance issues? The Tray Platform can automate any use case since we also connect popular tools including Jira, Zendesk, Salesforce, Splunk, SharePoint, Asana, Power BI, Xero, QuickBooks, Dynatrace, Confluence, Datadog, Slack, Microsoft Teams, and many others.

The Tray Platform offers enterprise-grade security that IT experts trust. We’re SOC 2-certified and compliant with critical data privacy regulations such as GDPR, CCPA, and HIPAA. 

Popular Customer Relationship Management (CRM) and Customer Relationship Management (CRM) Connectors

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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

Resources

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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Pipeedrive a Tray.io partner

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.

See Partner Website
Intercom a customer of Tray.io

Intercom unlocks new efficiencies with sales automation

Read the Intercom blog
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Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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