Salesforce-icon-color

Salesforce

Microsoft PowerBI - Icon

Microsoft Power BI

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

ServiceNow - Icon

ServiceNow

Looker - Icon

Looker

Lever - Icon

Lever

AgileCRM-icon-color

Agile CRM

Qlik - Icon

Qlik

Aircall - Icon

Aircall

Zendesk Sell

SalesforceIQ-icon-color

SalesforceIQ

Mindbody - Icon

Mindbody

Pipedrive - Icon

Pipedrive

Pipeliner-icon-color

Pipeliner

Freshsale

Freshsales

Insightly-icon-color

Insightly

Dynamo - Icon

Dynamo

ConnectWise - Icon

ConnectWise

Zoho CRM - Icon

Zoho CRM

Copper - Icon

Copper

Get box

Creates a comment associated with a particular box.

Create comment

Searches for box by name using an exact search.

List boxes

Assigns an email (thread) to a box.

Use the Gmail API to obtain the thread ID.

Assign email to box

Gets a contact by providing the contact key.

Get contact

List current user's teams

Assign organisation to box

Updates the message text of a specific comment.

Update comment

List comments (beta)

Gets a given organization by providing the contact key.

Get organization

List organizations

Moves boxes to a different pipeline (batch).

Update pipelines of boxes

Updates an organization by providing the organization key.

Update organization

Updates a pipeline.

To change the fields or the stages property, you must use different endpoints. The fields and stages are only provided as a convenience here. The necessary endpoints are specified in the Field and Stage section of this document.

Update pipeline

Deletes a pipeline. You can only delete pipelines that are empty and have no boxes in them.

Delete pipeline

Lists the field values for the box specified.

List field values for box

Lists all files associated with a particular box.

You can only get the contents of files that are of the type GMAIL_API.

List files in box

List pipelines

List teams

List fields in pipeline

Gets binary contents of file.

The mime type of the response contents is based on the file type.

Get file contents

List boxes in pipeline

Creates a field for a pipeline.

This defines the field in the pipeline so that you can add values for that field for each box in the pipeline.

Create field

Delete comment

Get task

Deletes a contact by providing the contact key.

Upon deleting a contact, the contact will also be removed from any associated boxes.

Delete contact

Deletes an organisation by providing the organisation key.

Upon deleting a organisation, the organisation will also be removed from any associated boxes.

Delete organisation

Updates multiple fields at once in a box.

Update fields in box

Creates a box based on the Pipeline Key you provide.

Create box

Lists all tasks associated with a particular box.

List tasks in box

Get comment

Get current user

Get file

Gets a specific stage defined in a pipeline.

Get stage

Create stage

Update stage

Update box

Gets the public details for the user specified.

Get user

Deletes a particular box. Also deletes all of the relevant data such as files, emails, and tasks for that box.

Delete box

Get thread

Get team

Deletes a stage defined in a pipeline.

This call will only succeed if there are no boxes tagged with the key of this stage, else it throws a 400.

Delete stage

List fields in pipeline DDL

Deletes a field defined in a pipeline.

Note: this will also remove the values of this field for every box in the pipeline.

Delete field

Lists all the threads in a particular box.

List threads in box

Gets a specific field defined in a pipeline.

Get field

List stages

Delete task

List stages DDL

Update field

Updates the value of a field for a particular box.

Update field value

A search by query which returns results on orgs, boxes and contacts.

List boxes, contacts and organisations

Update task

Updates a contact by providing the contact key.

Update contact

Creates a new contact.

All contacts are scoped to a particular team so a Team Key is required. Contacts must have at least one of Name or Email Address set.

Create contact

Create pipeline

Creates a new organisation.

All organisations are scoped to a particular team so a Team Key is required. Must have at least one of Name or Domains set.

Create organisation

Get pipeline

Create task

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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

Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

pipedrive-color-logo

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.

Intercom - Card

Intercom unlocks new efficiencies with sales automation

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

Connector Department - Sales - Cards

Udemy - Full - Dark

Udemy - Anonymous

Sales

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

tray-aberdeen-report-marketing-tech

Aberdeen Report: Marketing technology—controlling the chaos

BLOG - Hot Topic

Personalization is shifting from email to omni-channel. Are you ready?

Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

Jellyvision - Card

Jellyvision improves lead response speed, conversions, and win rate with automation

segment-color-logo

Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

Connector Department - Marketing - Cards

DigitalOcean - Full - Dark

David Dorman of Digital Ocean works with Tray.io

David Dorman - DigitalOcean

DigitalOcean - David Dorman

Marketing

Streak-icon-color

Streak

Customer Relationship Management (CRM)

Returns a response of success or error for the outcome of data being imported into Dataset.

Export datasets

List Datasets

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Domo 1

Integrations

Quick + seamless Domo integrations

Domo 2

Automation

Powerful + flexible Domo automation

Domo 3

Use cases

Heavy-duty + actionable analytics at scale

marketing tools by tray.io

How Automation is Changing the Face of Business

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

business-automation blog post cover image

business-automation

GDPR compliance for US companies: What you need to know

Connector Department - All - Cards

New Relic - Full - Dark

New Relic - Anonymous

Domo-icon-color

Domo

Business Intelligence (BI)

Watch the demo CTA Item - Used in main nav

Navigation CTA - Get Started

Product - Experiences

Product - Capabilities

Product - Platform Features

See Pricing / see packages

TUAC Platform Menu Packaging CTA - Option B

Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

Customer Spotlight

Streak and Domo integration + automation

Popular Streak and Domo integrations

Streak and Domo Connector Details

Streak

Domo

Tray.io is the leader in low-code automation

Similar connectors to Streak and Domo

Discover the ultimate AI-powered iPaaS that supercharges your business with quick, seamless ecosystem integrations.