Ironclad and ConnectWise integration + automation

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

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Ironclad and ConnectWise Connector Details

Ironclad

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UsesFinance and Accounting, Sales, Vertical

CategoryContract Management

Connector TypeTray Connector

Operations

Raw HTTP request (advanced)Replace recordAdd workflow commentCreate recordCreate record attachmentCreate workflowCreate workflow asyncDelete recordDownload workflow documentGet async workflow launch statusGet published workflow schemaGet record

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ConnectWise

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UsesSales, Marketing

CategoryCustomer Relationship Management (CRM)

Connector TypeTray Connector

Operations

Raw HTTP request (advanced)List invoicesCreate companyCreate company typeCreate company type associationCreate contactList communication typesList company types

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Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.
Jonathan Tartell, CPA VP of Operations and Finance