ConnectWise and SpotDraft integration + automation

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

ConnectWise and SpotDraft 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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SpotDraft

SpotDraft

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UsesHR
CategoryContract Management
Connector TypeTray Connector
Operations
Create contractDownload contract fileGenerate contract previewGet contract by external metadata IDGet contract download linkGet template metadataRaw HTTP request (advanced)Send contract to counterpartiesUpdate contract data
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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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