Microsoft Teams

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Microsoft Sharepoint

LivePerson LiveEngage

LivePerson

Jira

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Microsoft Outlook

Retention Rocket

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Zendesk

Slack-icon-color

Slack

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Notion

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Intercom

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Gainsight

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Miro

Jive

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GatherUp

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Drift

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Google Chat

Zoom - Icon

Zoom

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Front

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Giphy

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Create company

Delete note

List agents DDL

List companies DDL

List contact fields

List contacts DDL

Update company

Delete contact

Delete ticket

List products DDL

Delete company

List groups

List email configs DDL

List tickets DDL

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

Raw HTTP request (advanced)

Get company

Create contact

Create note

Create ticket

Get agent

Get contact

Get ticket

List agents

List companies

List company fields

List contacts

List email configs

List groups DDL

List products

List ticket conversations

List ticket fields

Retrieve a list of ticket satisfaction ratings.

List ticket satisfaction ratings

List ticket time entries

List tickets

Restore ticket

Update contact

Update note

Update ticket

Upload contact avatar

21-9-Hm-3

Curb customer churn with preemptive workflows

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Learn how to prioritize customer support queues 

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Together, Zendesk + Tray.io close the gap between customer support, sales and the rest of the company.

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Finally, an answer to customer churn

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How to integrate NPS into Salesforce CRM

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Customer Success and Support

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Freshdesk

List teams DDL

List workspace members DDL

Retrieve the account ID of the current user.

Get account ID

Create a document and return the upload URL that you can then use to upload the document separately.

Create document for uploading

Delete a document from one of your Huddle workspaces.

Delete Document

For a given folder, get a paged list of documents and folders within that folder.

List folder documents & folders

Upload a document using the upload URL that is returned in a create document for uploading step.

Upload document

Download Document

Copy a document to a different folder in Huddle.

Copy document

Create document

Create Folder

Update a folder within a directory if it exists, create it if it doesn't.

Create or Update Folder

Create workspace

Get Document

Search a folder to find a folder in a directory with the specified title. If found, it is returned.

Find folder by title

Get a list of all of the OPEN approvals in a Huddle workspace. Any approvals containing at least one open assignment will be returned. Note that you must be a workspace manager to get a list of approvals.

List Approvals (manager only)

Create team

Check to see if a folder exists, using it's unique ID.

Folder exists?

Get a list of all of the folders in workspace, or optionally in a particular folder within that workspace.

List folders

List teams

Get a list of all of the workspaces that you (the authenticated user) have access to.

List workspaces

List workspaces DDL

Move a document to a different folder in Huddle.

Move document

Move folder

Update a folder's details, including the title and description.

Update folder

Get Workspace

Get a list of all of the approvals for a document.

List Document Approvals

Get Folder

Get User

Upload archive

Upload single file chunk

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How Automation is Changing the Face of Business

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Streamline strategic sales with an automated deal desk

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The ultimate guide to automating the entire lead lifecycle

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

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business-automation

GDPR compliance for US companies: What you need to know

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LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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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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Sales

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Huddle

Collaboration

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Product - Capabilities

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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

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

Freshdesk and Huddle integration + automation

Popular Freshdesk and Huddle integrations

Freshdesk and Huddle Connector Details

Freshdesk

Huddle

Tray.io is the leader in low-code automation

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