ConnectWise and Workfront integration + automation

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

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Integrations

Rapid Workfront + ConnectWise integrations

Streamline your IT projects with custom Workfront + ConnectWise integrations on the low-code Tray Platform. You have the power to rapidly connect your IT management software, project management platform, and any data source—without needing extensive technical experience.

Any business user can utilize our platform’s visual, drag-and-drop builder to deploy seamless integrations between any SaaS tool in your tech stack. You can bi-directionally sync any data source, including FTPs, flat files (such as CSVs), webhooks, email, and any other cloud-based application—even using data within custom fields.

On top of integrations, you can also use the Tray Platform to build custom Workfront + ConnectWise automation to take full control of your IT and project data. There are no limits to what IT use cases you can solve using powerful, multi-step workflows. Now, you can resolve more tickets faster, drive customer retention, onboard customers faster, and make your project execution hyper-efficient.

Automation

Seamless Workfront + ConnectWise automation

Harness the power of low-code automation with the Tray Platform and orchestrate seamless, multi-step workflows between any tool in your tech stack. You can deeply connect Workfront, ConnectWise, and any other tool, including your helpdesk, internal chat tool, business intelligence platform, CRM, marketing automation platform, intranet, accounting software, office suite, and more.

Whether you work in customer support, IT, DevOps, engineering, or any other role across the organization, you can use our platform to streamline issue resolution and improve agent productivity. Now, you can freely flow data for tickets, issues, projects, tasks, and performance data across any tool. You can improve process efficiency by automatically creating new tasks for open tickets. Or, you can dynamically assign new projects to support agents.

We offer a full library of pre-built connectors, data helpers, and custom logic operators so you can build custom Workfront + ConnectWise automation to meet any use case. There are limitless possibilities with the Tray Platform.

Use cases

Resolve more issues faster today

Business users rely on the Tray Platform to build Workfront + ConnectWise automation rapidly. Technical users also love utilizing our platform to run heavy-duty data jobs that process billions of records daily. And because of our elastic, serverless architecture, your workflows scale as your data usage changes.

Accelerate issue resolution and streamline IT project management with advanced Workfront + ConnectWise automation. Need to drive productivity by automatically updating tasks after you resolve issues and close tickets? Need to streamline sales to post-sales handoff by creating projects for customer onboarding, implementation calls, and follow-up meetings? Need to provide agents with full context by syncing customer context and ticket details on tasks? The Tray Platform can automate any use case since we also connect popular tools such as Zendesk, Jira, Slack, HubSpot, Salesforce, QuickBooks, NetSuite, Marketo, Xero, Power BI, ServiceNow, and many others.

IT professionals trust our enterprise-grade security. We’re SOC 2 Type 2-certified and compliant with key data privacy regulations such as GDPR, CCPA, and HIPAA.

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ConnectWise and Workfront Connector Details

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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Workfront

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UsesAll

CategoryProject Management

Connector TypeTray Connector

Operations

Create documentCreate objectDelete objectDownload documentGet multiselect fieldGet objectGet object metadataList objectsPerform record actionRaw HTTP request (advanced)Update objectUpload document

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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