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Salesforce

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Microsoft Dynamics 365

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ADP Generic

ADP Workforce Now

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ServiceNow

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Lever

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Lattice

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Kudos

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Agile CRM

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Aircall

Zendesk Sell

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SalesforceIQ

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Paylocity

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SAP SuccessFactors

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Mindbody

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Pipedrive

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Pipeliner

Personio

Freshsale

Freshsales

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Dynamo

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PlanSource

Create candidate

Create a new application for this candidate or prospect. If a prospect, this will add a new candidate application to the given job on their profile, this will not convert their existing prospect application into a candidate application.

Create candidate application

Create candidate note

Create a new prospect. The difference between a prospect and a candidate is that a prospect can be on no jobs or many jobs.

Create prospect

Get application

Get candidate

Retrieve the current offer for an application.

Get current offer by application

Get job

Get offer

Get user

Retrieve a list of application. Can be filtered if required.

List applications

List attachment content types DDL

Retrieve a list of candidates. Can be filtered if required.

List candidates

List candidates DDL

List custom fields

List all of an organization’s departments.

List departments

List job custom field options DDL

List job custom fields DDL

List jobs DDL

List sources DDL

Retrieve the stages for the specified job id.

List job stages for job

List job stages for job DDL

Retrieve a list of offers. Can be filtered if required.

List offers

Retrieve a list of offers by application ID.

List offers by application

List offices

Lists an organization’s sources, grouped by strategy.

List sources

Retrieve a list of users. Can be filtered if required.

List users

List users DDL

List all of an organization’s job stages.

List job stages

List candidate custom fields DDL

List jobs

Dropbox

Dropbox is a modern workspace designed to reduce busywork-so you can focus on the things that matter. Sign in and put your creative energy to work.

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Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

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Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

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Greenhouse

Human Resources Information Systems (HRIS)

Create contact

Delete contact

Get contact

List contact custom fields

List contact custom fields DDL

List contact relationships

List contact relationships DDL

List contacts

List contacts DDL

List countries

List countries DDL

List organisations

List organisations DDL

Search contacts

Update contact

Insightly CRM 1

Integrations

Quick and easy Insightly CRM integrations

Insightly CRM 2

Automation

Insightly CRM automation for any use case

Insightly CRM 3

Use cases

Solve heavy-duty Insightly CRM use cases

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

sales marketing mix

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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Sales

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

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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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David Dorman of Digital Ocean works with Tray.io

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DigitalOcean - David Dorman

Marketing

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Insightly

Customer Relationship Management (CRM)

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Product - Experiences

Product - Capabilities

Product - Platform Features

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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

Customer Spotlight

UAC Solutions - By Team

UAC Solutions - By Use Case

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UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

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Mixpanel accelerates mission-critical order-to-cash process by 25%

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Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

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TUAC Resources Customer Spotlight

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Eventbrite accelerates high-quality integration delivery at scale and lifts customer satisfaction

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Tray.io is the leader in low-code automation

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

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

Integrate Greenhouse and Insightly 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 Greenhouse and Insightly and any other API, database, webhook, and more.

Greenhouse and Insightly integration + automation

Popular Greenhouse and Insightly integrations

Greenhouse and Insightly Connector Details

Greenhouse

Insightly

Tray.io is the leader in low-code automation

Similar connectors to Greenhouse and Insightly

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