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List invoices template DDL

List market descriptions DDL

List ownership types DDL

List pricing schedules DDL

List tax codes DDL

List time zones setup DDL

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

Raw HTTP request (advanced)

List company types names DDL

List contact departments DDL

List contact relationships DDL

List contact types DDL

List contacts DDL

List countries DDL

List currencies DDL

List custom fields DDL

List invoice delivery methods DDL

List invoices

Create company

Create company type

Create company type association

Create contact

List billing terms DDL

List calendars DDL

List communication types

List communication types DDL

List companies DDL

List company entity types DDL

List company locations DDL

List company statuses DDL

List company types

List company types DDL

List company types IDs DDL

ConnectWise1

Integrations

Limitless ConnectWise integrations

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Automation

Automate your ConnectWise instance

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Use cases

A trusted, scalable ConnectWise solution

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With ERP

 ConnectWise + ERP automation made easy

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Secure ConnectWise integrations

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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Sales ops best practices

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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.

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Intercom unlocks new efficiencies with sales automation

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

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The ultimate guide to automating the entire lead lifecycle

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Aberdeen Report: Marketing technology—controlling the chaos

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

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

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

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

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Marketing

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ConnectWise

Customer Relationship Management (CRM)

Create campaign

Creates a contact. By default, all campaigns are set to double opt-in. This means that the contact has to click a link in a confirmation message before they can be added to your list. Unconfirmed contacts are not returned by the API and can only be found using Search Contacts.

Create custom field

Create predefined field

Get account

List campaigns

List campaigns DDL

List contacts

List contacts activities

List custom fields

List predefined fields

Update campaign

Update contact

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GetResponse

Marketing Automation Platform (MAP)

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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Customer Spotlight

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Job Title (Clearbit + Conditional - Company Size 1-99)

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ConnectWise and GetResponse integrations couldn’t be easier with the Tray Platform’s robust ConnectWise and GetResponse connector, which connects any services without the need for separate integration tools.

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

Integrate ConnectWise and GetResponse with any SaaS application or service using the Tray Platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to ConnectWise and GetResponse and any other API, database, webhook, and more.