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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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ADP Workforce Now

Zendesk Sell

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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

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Paylocity

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SalesforceIQ

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Mindbody

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SAP SuccessFactors

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Pipedrive

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Insightly

Personio

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Dynamo

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Pipeliner

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ExponentHR

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

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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)

Creates a new entity and inserts it into a module.

Create specific record

Convert lead

Creates new records or updates existing ones.

Create/Update records

Delete records

Gets information about the current organization

Get organization

Get record

Checks if the user can convert a record in the current module.

List convertable modules DDL

Checks if the user can create a record in the current module.

List creatable modules DDL

Checks if the user can delete a record in the current module.

List deletable modules DDL

Retrieves the field meta data for the specified module. The fields displayed are from all layouts for the module and the response does not contain layout-specific fields like mandatory fields or picklist values.

List fields DDL

List record IDs DDL

Returns the list available records from a module.

List records

List upsertable modules DDL

List / filter users found in Zoho account 

Checks if the user can view a record in the current module.

List viewable modules DDL

Update records

Updates information about a specific record.

Update specific record

Returns a list of records matching the search criteria.

Search records

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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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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Zoho CRM

Customer Relationship Management (CRM)

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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

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

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

Integrate Greenhouse and Zoho CRM 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 Zoho CRM and any other API, database, webhook, and more.