Copper and Phocas Integration and Automation

Do more, faster. Build with clicks-or-code.

On Demand Demo: learn how the Tray Platform will grow your business.

No credit card necessary

Copper logo
+
Phocas logo
+
+

Business professionals that want to integrate Copper and Phocas 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.

  • Integrate with any app with our unique Universal Connector
  • Receive hands-on Copper support for ensured success
  • Easily use our drag-and-drop workflow Phocas builder

What would you like to connect?

123FormBuilder

6sense

Absorb

Act On logo

Act-On

ActiveCampaign logo

ActiveCampaign

Connect other web service to Acuity Scheduling with Tray.io

Acuity Scheduling

Acxiom logo

Acxiom

Adaptive Insights logo

Adaptive Insights

Adobe Analytics

AdobeCreativeCloud logo

Adobe Creative Cloud

Adobe Experience Manager logo

Adobe Experience Manager

Adobe Marketing Cloud

ADP logo

ADP Workforce Now

AdRoll logo

AdRoll

Aeries

AgileCRM logo

Agile CRM

Ahrefs

Airbrake logo

Airbrake

Aircall logo

Aircall

Airtable logo

Airtable

AlexaTopSites logo

Alexa Top Sites

AlexaWebInformation logo

Alexa Web Information Service

Algolia

Altify

AmazonAthena logo

Amazon Athena

AmazonMarketplace logo

Amazon Marketplace

Anaplan logo

Anaplan

AngelList logo

AngelList

Appcues

Appdirect ISV

Apptus

Apttus logo

Apttus

ArcGis logo

ArcGis

Aria logo

Aria

Asana logo

Asana

AtlassianConfluence logo

Atlassian Confluence

Autodesk logo

Autodesk

Autopilot logo

Autopilot

AutotaskPro logo

Autotask Pro

AWSCodeDeploy logo

AWS CodeDeploy

AWSCodePipeline logo

AWS CodePipeline

AWS-GLUE

AWSKinesis logo

AWS Kinesis

AWSLambda logo

AWS Lambda

AWS S3

aws-sns

AWS-SNS

AWSSQS logo

AWS SQS

JABMO logo

Azalead

AzureActive logo

Azure Active Directory

B2BSignals logo

B2BSignals

BambooHR logo

BambooHR

ZendeskSell logo

Base

Basecamp logo

Basecamp

Benefitfocus logo

benefitfocus

BetterWorks logo

BetterWorks

BigCommerce logo

BigCommerce

BimeAnalytics logo

Bime Analytics

Bing Ads

Birst logo

Birst

Bloomfire logo

Bloomfire

BMCRemedy logo

BMC Remedy

Box logo

Box

Brainshark logo

Brainshark

Brandfolder

BrightFunnel

Brightree logo

Brightree

Buffer logo

Buffer

Bugsnag logo

Bugsnag

BuiltWith logo

BuiltWith

bullhorn

Bunchball logo

Bunchball

Bynder

Calendly logo

Calendly

CampaignMonitor logo

Campaign Monitor

Cassandra logo

Cassandra

Catchpoint logo

Catchpoint

Ceridian logo

Ceridian

Chargify logo

Chargify

Chartbeat logo

Chartbeat

ChartMogul

Chatwork logo

Chatwork

CiscoJabber logo

Cisco Jabber

Claritysoft logo

Claritysoft

Clarizen logo

Clarizen

Clearbit logo

Clearbit

ClearCompany logo

Clear Company

Clubhouse logo

Clubhouse.io

ComScore logo

comScore

Concur logo

Concur

Confluent logo

Confluent

ConnectWise logo

ConnectWise

Contify logo

Contify

Conversocial logo

Conversocial

Convertkit logo

Convertkit

Copper logo

Copper

Cosential logo

Cosential

Coupa logo

Coupa

CrunchBase logo

CrunchBase

CSV logo

CSV

Customer.io logo

Customer.io

Cvent logo

Cvent

DataFox logo

DataFox

Datahug logo

Datahug

Datanyze logo

Datanyze

DataXu logo

DataXu

Demandbase logo

Demandbase

Desk.com logo

Desk.com

DiscoverOrg logo

DiscoverOrg

Docebo logo

Docebo

DocRaptor logo

DocRaptor

DocuSign logo

DocuSign

Domo logo

Domo

Doodle logo

Doodle

dotmailer

Drift logo

Drift

Dropbox logo

Dropbox

Dun & Bradstreet, Inc.

Dynamo logo

Dynamo

EasyPromos logo

Easypromos

Easyvista logo

Easyvista

Ebay logo

ebay

Ellucian Ethos

Eloqua logo

Eloqua

Eventbrite logo

Eventbrite

EverString

Evergage logo

Evergage

Expensify logo

Expensify

ExponentHR

Facebook logo

Facebook

Filemaker Pro

Firebase logo

Firebase

Five9 logo

Five9

Float

Flow logo

Flow

Formstack logo

Formstack

Foursquare logo

Foursquare

Freshbooks logo

Freshbooks

Freshdesk logo

Freshdesk

Freshsales

FreshService

FTPClient logo

FTP Client

FullContact logo

Full Contact

Full Circle Insights

FullStory logo

FullStory

G2Crowd logo

G2 Crowd

Gainsight logo

Gainsight

GetFeedback

GetResponse logo

GetResponse

GitHub logo

GitHub

GitLab logo

GitLab

Gmail logo

Gmail

Gong.io

Google Ad Manager

Google Ads

Google Adwords

GoogleAnalytics logo

Google Analytics

Google_BigQuery logo

Google BigQuery

GoogleCalendar logo

Google Calendar

GoogleCloud logo

Google Cloud

Google Contacts

Google Docs

GoogleDrive logo

Google Drive

GoogleForms logo

Google Forms

Google Maps

Google Search Console

GoogleSheets logo

Google Sheets

GoogleTagManager logo

Google Tag Manager

GoogleMarketingPlatform logo

Google DoubleClick

GoSquared logo

GoSquared

GoToMeeting

GoToWebinar logo

GoToWebinar

Greenhouse logo

Greenhouse

Groove logo

Groove

GSuite logo

G Suite

Gumtree logo

Gumtree

Halo logo

Halo

Harvest logo

Harvest

Hatchbuck

HelloSign logo

HelloSign

Help Scout

HG Focus

HipChat

Hive logo

Hive

Hoopla

Hootsuite

HubSpot logo

HubSpot

Huddle logo

Huddle

Hunter

IBMDB2 logo

IBM DB2

IBMDB2Warehouse logo

IBM Db2 Warehouse on Cloud

IBMDomino logo

IBM Domino

IBM MQ

IBMWatson logo

IBM Watson

ICIMS logo

iCIMS

iContact

Influitive logo

Influitive AdvocateHub

Infor logo

Infor

InsideView logo

InsideView

Insightly logo

Insightly

Instagram

Instapage logo

Instapage

The Tray Platform has connectors for Intercom

Intercom

iOffice

Iterable logo

Iterable

JDBC

Jenkins

Jira logo

Jira

jive

Jobvite logo

Jobvite

Jotform logo

JotForm

JumpCloud

Kafka logo

Kafka

Kahuna logo

Kahuna

Kapost logo

Kapost

KBM Group

Welltok logo

Keas

Keen logo

Keen

Kenshoo

Kickbox logo

Kickbox

Klaviyo

KnowledgeOwl logo

KnowledgeOwl

Kochava

Kronos logo

Kronos

Lattice

LDAP

LeadGnome

LeadMaster logo

LeadMaster

Leadspace logo

Leadspace

LeadSquared logo

LeadSquared

Leanplum logo

Leanplum

Linkedin logo

LinkedIn

Spreadfast  logo

Lithium

LithiumCommunities logo

Lithium Communities

LiveChat logo

LiveChat

LivePerson

Localytics logo

Localytics

Lodash logo

Lodash

LogiAnalytics logo

Logi Info

Looker logo

Looker

Magento 2

Magento 1

Mailchimp logo

Mailchimp

Marketo logo

Marketo

Mattermark logo

Mattermark

MediaMath logo

MediaMath

MessageBird logo

MessageBird

MicrosoftAzure logo

Microsoft Azure

MicrosoftDynamics365 logo

Microsoft Dynamics 365

Microsoft Live OneDrive logo

Microsoft Live OneDrive

MicrosoftLiveOutlook logo

Microsoft Live Outlook

MicrosoftOffice365 logo

Microsoft Office 365

Microsoft Sharepoint

MicrosoftLiveOneDrive logo

Microsoft OneDrive for Business

Microsoft Office 365 Outlook.com logo

Microsoft Office 365 Outlook.com

Microsoft SQL Server

Microsoft Teams

MicrosoftPowerBI logo

Microsoft Power BI

MicroStrategy logo

MicroStrategy

Mindbody logo

Mindbody

Mixpanel logo

Mixpanel

Mode logo

Mode

Monday logo

Monday

Monetate logo

Monetate

MongoDB logo

MongoDB

MySQL logo

MySQL

Namely logo

Namely

Nasa

NetLine logo

NetLine Corporation

NetSuite logo

NetSuite

NewsCred logo

NewsCred

Nexmo logo

Nexmo

Numetric logo

Numetric

Oanda logo

Oanda

Oceanos

Conga logo

Octiv

Okta logo

Okta

Olark logo

Olark

OneLogin logo

OneLogin

Ooma

OpsGenie logo

OpsGenie

Optimizely logo

Optimizely

Oracle Bronto

Oracle E-Business Suite EBS

OraclePeopleSoft logo

Oracle PeopleSoft

OracleSiebel logo

Oracle Siebel

Oracle Taleo

Oracle CRM on Demand

Oracle Service Cloud logo

Oracle Service Cloud

OracleSalesCloud logo

Oracle Sales Cloud

Outreach logo

Outreach

Owler logo

Owler

Pagerduty logo

PagerDuty

PandaDoc logo

PandaDoc

Paylocity logo

Paylocity

Paymo

PayPal logo

PayPal

Pegasystems logo

Pegasystems

Pendo logo

Pendo

Percolate logo

Percolate

PeriscopeData logo

Periscope Data

PersistIQ logo

PersistIQ

PestRoutes

Phocas logo

Phocas

Pipedrive logo

Pipedrive

PipelineDeals logo

PipelineDeals

Pipeliner logo

Pipeliner

Podio logo

Podio

PortaOne

PostgreSQL logo

PostgreSQL

Postmates logo

Postmates

PowerSchool

ProdPad logo

ProdPad

Promoter.io logo

Promoter.io

QlikView logo

QlikView

Qualaroo logo

Qualaroo

Qualtrics logo

Qualtrics

Quantcast logo

Quantcast

QuickBase logo

QuickBase

QuickBooks logo

QuickBooks Online

QuickBooks Payments

Rabbitmq logo

rabbitmq

Real Magnet

Recurly logo

Recurly

Redshift logo

Redshift

Reltio logo

Reltio

Revegy

Rho

The Tray platform has connector to integrate Ring Central with your stack

RingCentral

RocketFuel logo

Rocket Fuel

RUUM logo

ruum by SAP

Saba logo

Saba

SageIntacct logo

Sage Intacct

Sailthru

Salesforce logo

Salesforce

Salesforce Marketing Cloud

SalesforcePardot logo

Salesforce Pardot

SalesforceServiceCloud logo

Salesforce Service Cloud

SalesforceIQ logo

SalesforceIQ

Salesfusion logo

Salesfusion

SalesLoft logo

SalesLoft

Samanage logo

Samanage

SAPAnalyticsCloud logo

SAP Analytics Cloud

SAPERP logo

SAP ERP

SAP Hybris

SAP S/4Hana

SAPSuccessFactors logo

SAP SuccessFactors

SAPCRM logo

SAP CRM

SAPHana logo

SAP HANA

Scoop

ScribbleLive logo

ScribbleLive

Segment logo

Segment

Seismic

SellHack logo

SellHack

SEMrush

Sendgrid logo

Sendgrid

SendinBlue logo

SendinBlue

Sendoso logo

Sendoso

ServiceMax logo

ServiceMax

ServiceNow logo

ServiceNow

Shopify logo

Shopify

Showpad

Signifyd

Sitecore logo

Sitecore

Sizmek logo

Sizmek

Skillsoft

Skyward logo

Skyward

Slack logo

Slack

Smartsheet logo

Smartsheet

SmashFly logo

SmashFly

SnapApp

Snowflake logo

Snowflake

Spiceworks logo

Spiceworks Help Desk

Spiro

Splunk logo

Splunk

Spredfast

Springcm logo

Springcm

Sprinklr

STAT logo

STAT

Strava

Streak logo

Streak

Stripe logo

Stripe

SugarCRM logo

SugarCRM

Surefire

SurveyMonkey logo

SurveyMonkey

SurveySparrow

SwiftSec logo

SwiftSec

Swoogo

Synthesio logo

Synthesio

Tableau logo

Tableau Desktop

Targetbase

TeamSupport logo

TeamSupport

Teamwork logo

Teamwork

Teradata logo

Teradata

ThoughtSpot logo

ThoughtSpot

Todoist logo

Todoist

Toggl logo

Toggl

Totango logo

Totango

Toutapp logo

Toutapp

Treasure Data

Trello logo

Trello

tumblr

Tune logo

Tune

TurnTo logo

TurnTo

Twilio logo

Twilio

Twitter logo

Twitter

Typeform logo

Typeform

Uberflip

Udemy for Business

UltimateSoftware logo

Ultimate Software

UltiPro logo

UltiPro

Unbounce logo

Unbounce

UrbanAirship logo

Urban Airship

Usabilla

UserVoice logo

UserVoice

validity

validity

Velocify logo

Velocify

Vertica logo

vertica

Vidyard logo

Vidyard

Virtuous logo

Virtuous CRM

Vonage

VWO logo

VWO

WeatherUnderground logo

Weather Underground

Webtrends logo

Webtrends

Wistia logo

Wistia

Wolfram Alpha

WordPress logo

WordPress

Workable logo

Workable

Workbooks logo

Workbooks

Workfront logo

Workfront

Workstack logo

Workstack

Wrike logo

Wrike

Wufoo

Wunderlist

Xactly logo

Xactly

Xero logo

Xero

xIQ

Xverify

Yodiz

ZenIQ

Zendesk logo

Zendesk

Zendesk Sell

Zendesk Sunshine

Zenefits logo

Zenefits

ZohoCRM logo

Zoho CRM

Zoho Desk

ZohoPeople logo

Zoho People

ZohoProjects logo

Zoho Projects

Zoom

ZoomInfo logo

ZoomInfo

Zuora logo

Zuora

Your integration options are endless!

Learn more about connectors >
+
+
+
+
Looking for another service?
Contact us >

Welcome to the General Automation Platform for business

It takes a modern platform to support an enterprise. It takes Tray.io! Scale from point-to-point integration up to complex workflows, which can use conditional logic and can also process billions of tasks in just milliseconds. With the advent of serverless architecture and APIs you are limitless.

Trusted and Secure

  • Udemy use Tray.io to eliminate redundant tasks
  • Northwell Health uses Tray.io workflows
  • Forbes marketing department depends on Tray.io
  • DigitalOcean recommends Tray.io as a partner and customer
  • Copper trusts Tray.io with their automation
  • AdRoll trusts Tray.io with their workflows
  • Outreach.io is a happy customer of Tray.io
  • FICO is a happy customer of Tray.io
Tray.io has completed a SOC 2 Type 2 certification

Tray.io strives to gain and retain the trust of our customers. Providing a comprehensive compliance program with certifications and attestations is integral to this mission.

The Tray Platform gives us speed, agility, visibility, and cost savings. And better yet, it lets us be proactive with our marketing in a way that we couldn’t before. It has become a core part of our marketing infrastructure.

Learn more >

API Integration Platform for Copper

Flexible

Connect to any API

Automate any event

Full API access - 

including custom fields

Easy

No coding required

Drag-and-drop workflow editor

Automation templates

Powerful

Powerful logical operators: booleans, branches, loops

Real-time logs

Advanced debugging

Enterprise-class: security, transparency, compliance, and resilience

Scalable

Infinite scalability

Real-time event processing

Workflow processing

Multi-user access

Automation Templates

Copper logoSlack logo

When Copper Opportunities Are Created or Change Stage, Notify via Slack

Mailchimp logoCopper logo

Sync Subscriber Lists from MailChimp to Copper

Mailchimp logoCopper logo

Sync MailChimp Campaign Activity to Copper Activities

Copper logoAsana logo

Create Asana Projects from new Copper Opportunities

The Tray platform has connector to integrate Ring Central with your stackCopper logo

Sync RingCentral Call Logs & Texts into Copper as Activities

Copper logoCopper logo

Copper - Copy Opportunity to New Pipeline when It Is Won

Copper logoCopper logo

Copper - Copy Opportunity to New Pipeline when It Is Won

GoogleForms logoCopper logo

Duplicate Copper Opportunities on Form Submission

Automate Everything

Tray.io is the API integration and automation platform for business. Turn your team into citizen automators.

Call Us At +1 (415) 418-3570

If you would like to talk to us immediately about your automation requirements then please give us a call.

Resources

Get a Demo

Select the type of demo you’d like: