Copper and Asana integration + automation

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

New

🎉 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

Webhook (advanced)Show all

Operations

List pipeline stages DDL, List pipeline stages for pipeline DDL, List pipelines DDL, Update opportunity, Update person, Company exists?, Activity exists?, Are leads enabled?, Create activity, Create companyShow all

See documentation >

Uses

All

Category

Project Management

Connector type

Tray Connector

Triggers

None

Operations

Add custom field to portfolio, Add custom field to project, Add drop down option to custom field, Add followers to a task, Add members to portfolio, Add members to project, Add project status update, Add project to portfolio, Add tag to task, Add task dependenciesShow 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
Copper logoAsana logo

Copper + Asana

Dynamic Asana + Copper integrations

Easily stand up custom Asana + Copper integrations in minutes with the low-code Tray Platform. Any business user can deeply connect their CRM, project management platform, and any data source in their revenue stack, without needing extensive IT support.

Our platform makes it easy to build API-level integrations between any of your most essential apps in minutes. Using our 100% visual builder, you can bi-directionally sync Asana, Copper, and any data source, including flat files (such as CSVs), FTPs, webhooks, email, and any other software—even using data within custom fields. 

There’s more to the Tray Platform than just integrations. You can also use our platform to build custom Asana + Copper automation to drive sales productivity and win more deals. Anyone can easily launch flexible, multi-step workflows that minimize manual work and enable you to refocus on improving sales execution. Now, you can use our platform to increase revenue, deliver projects on time, and scale mission-critical sales processes.

Popular Customer Relationship Management (CRM) and Project Management Connectors

Make anything happen See Tray.io in action

Transforming over 47,000+ organizations

cisco
Segment
Eventbrite
Udemy
eHealth - Full
HackerOne
Arm
Mixpanel
Typeform
Thryv

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

Read Blog
hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

Read Blog
sales marketing mix

Sales ops best practices

See Library
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
hot-topics-blog-header-3@2x

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

Read Blog