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Copper + Monday
Integration + Automation
The Tray Platform’s flexible, low-code platform enables anyone to easily integrate every app in their stack so they can automate any business process. Start innovating today.
Copper and Monday Solutions
Uses
Marketing, Sales, All
Business professionals that want to integrate Copper with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.
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Integrate with any app with our unique Universal Connector
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Easily use our drag-and-drop workflow builder
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Receive hands-on Copper support for ensured success
The Tray Platform routes hundreds of thousands of calls and events per day from Segment to our Marketo instance - enabling us to run smarter, more effective campaigns.
Copper
Connection Type
Tray Connector
Triggers
Webhook (advanced)
Webhook (advanced)
Operations
Activity exists?
Are leads enabled?
Company exists?
Create activity
Create company
Monday
Connection Type
Tray Connector
Triggers
Manual
Scheduled
Webhook
Operations
Archive board
Archive item
Create board
Create column
Create item
Popular Use Cases
When Copper Opportunities Are Created or Change Stage, Notify via Slack
Sync Subscriber Lists from MailChimp to Copper
Sync MailChimp Campaign Activity to Copper Activities
Create Asana Projects from new Copper Opportunities
Sync RingCentral Call Logs & Texts into Copper as Activities
Copper - Copy Opportunity to New Pipeline when It Is Won
Copper - Copy Opportunity to New Pipeline when It Is Won
Duplicate Copper Opportunities on Form Submission
What would you like to connect?
Make anything happen.
See Tray.io in action.
The Tray Platform is...
Flexible
Connect to anything
Access every endpoint
Automate any event
Easy
Visual and intuitive UX
Clicks-or-code automation
Collaborative development
Powerful
Logical operators
Advanced capabilities
Real-time logs
Scalable
Logical operators
Advanced capabilities
Real-time logs
Trusted
Secure (SOC2 II, GDPR, HIPAA)
Built-in 2FA + full encryption
Role-based access
Resources
Automate the Entire Lead Lifecycle
Get the Guide >Aberdeen Report: Marketing technology—controlling the chaos
Read Now >Personalization is shifting from email to omni-channel. Are you ready?
Read Now >Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think
Read Blog >
Jellyvision improves lead response speed, conversions, and win rate with automation
Learn more >
Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.
See Partner Website >
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