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Salesforce

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Microsoft Dynamics 365

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ServiceNow

Zendesk Sell

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ConnectWise

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Zoho CRM

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Pipedrive

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Copper

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Mindbody

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SugarCRM

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Streak

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Virtuous CRM

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Agile CRM

Freshsale

Freshsales

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Pipeliner

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Aircall

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Dynamo

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Capsule CRM

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Insightly

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KROW.ai

List record types DDL

List workflows DDL

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

Raw HTTP request (advanced)

Completely overwrite the contents of a specific record.

Replace record

Add workflow comment

Create record

Create record attachment

Create workflow

Create workflow async

Delete record

Download workflow document

Retrieves the information on a specified asynchronous workflow launch job.

Get async workflow launch status

Retrieves the schema of a published workflow.

Get published workflow schema

Get published workflow schema for launch DDL

Retrieve the information of a specific record with the given ID.

Get record

Get record attachment

Get record property

Retrieve the metadata used for the records.

Get records metadata

Retrieves information about the workflow with the given ID.

Get workflow

Get workflow field

List record attachments DDL

List record properties DDL

Retrieve the information of all the records.

List records

List records DDL

List specific record properties DDL

List workflow approval user DDL

Retrieves a list of approvals for a workflow during the Review step.

List workflow approvals

List workflow approvals DDL

Retrieves a list of workflow fields with relative schema path values.

List workflow fields

List workflow fields DDL

Retrieves either all completed workflows, or all incomplete workflows.

List workflows

Makes or clears an approval in a workflow during the Review step.

Set/unset an approval in a workflow

Update a specific record by partially changing its attributes.

Update record

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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sales-operations-best-practices

How to close the sales revenue gap

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Vestorly - Jonathan Tartell

Finance and Accounting

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

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Travel and hospitality leader positions itself for powerful revenue growth

Travel and hospitality leader customer story with Tray.io

Travel and Hospitality Leader

Travel and hospitality leader drives powerful revenue growth

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ANONYMOUS  - Travel leader

Vertical

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Ironclad

Contract Management

List opportunities DDL

List postings

List postings DDL

Retrieve a list of all notes on a candidate profile for a specified opportunity.

List notes

List notes DDL

Retrieve a list of pipeline opportunities for Contacts in your Lever account.

List opportunities

Retrieve a list of users in your Lever account. 

List users

List users DDL

Upload single file

Submit a candidate application to a specified posting.

Apply to posting

Create a note and attach it to a candidate profile.

Create a note

Get note

List application custom questions DDL

Retrieve a list of questions included in a posting's application form.

List application questions

List application questions personal information DDL

List application urls DDL

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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ANONYMOUS - Social Media Leader

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Lever

Customer Relationship Management (CRM)

Applicant Tracking System (ATS)

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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

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UAC Solutions - By Use Case

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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

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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

See all our connectors (Tertiary)

Similar connectors to Ironclad and Lever

Connector Awards

Tray.io is the leader in low-code automation

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Details - Single & Double

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

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

Integrate Ironclad and Lever 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 Ironclad and Lever and any other API, database, webhook, and more.