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Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Asana-icon-color

Asana

ServiceNow - Icon

ServiceNow

Google Sheets - Icon

Google Sheets

Airtable-icon-color

Airtable

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Monday

Smartsheet

Zoho CRM - Icon

Zoho CRM

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ConnectWise

Workfront-icon-color

Workfront

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Trello

Hubspot CRM - Icon

HubSpot CRM

Raider's Edge NXT

Raiser's Edge NXT

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Pipedrive

Bluebeam Revu

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Pegasystems

Copper - Icon

Copper

Mindbody - Icon

Mindbody

SugarCRM - Icon

SugarCRM

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

List record types 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

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

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

Connector Department - Finance and Accounting - Cards

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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

Connector Department - Sales - Cards

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Udemy - Anonymous

Sales

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Travel and hospitality leader positions itself for powerful revenue growth

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Tray Platform group demo every 3rd Thursday at 10am PT

Travel and hospitality leader customer story with Tray.io

Travel and Hospitality Leader

Travel and hospitality leader drives powerful revenue growth

Connector Department - Vertical - Cards

ANONYMOUS  - Travel leader

Vertical

Ironclad - Icon

Ironclad

Contract Management

Delete call

Delete contact

Delete deal

Return all static and custom fields for the Lead resource.

List lead fields

List deal associated contacts

Create call

Create a new contact. A contact may represent a single individual or an organization.

Create contact

Create deal

Returns all deals available to the user according to the parameters provided.

Create lead

Create a new note and associate it with a Lead, Contact or Deals resource

Create note

Create order

Create product

Delete lead

Delete product

Returns a stream of events for a specific resource

Firehose

Get call

Get contact

Returns a single deal available to the user, according to the unique deal ID provided. If the specified deal does not exist, the request will return an error.

Get deal

Get lead

Get order

Get user

List call outcomes

List calls

Return all static and custom fields for the Contact resource.

List contact fields

Returns all contacts available to the user according to the parameters provided.

List contacts

List deals

Returns all leads available to the user, according to the parameters provided.

List leads

Returns all line items associated to order.

List line items

List orders

Returns all pipelines available to the user, according to the parameters provided.

List pipelines

Returns all products from the catalog according to the parameters provided.

List products

List users

Raw HTTP Request (Advanced)

Search resources

Update call

Update contact

Update lead

Update deal

Update product

Create a new contact or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple contacts match a set of filters, the request will return an error - 409. If a single contact matches, then the existing contact is updated. If none matches the query, a new contact is created. Notice: Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert contact

Create a new deal or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple deals match a set of filters, the request will return an error - 409. If a single deal matches, then the existing deal is updated If none matches the query, a new deal is created. Notice - Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert deal

Create a new lead or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple leads match a set of filters, the request will return an error - 409. If a single lead matches, then the existing lead is updated. If none matches the query, a new lead is created. Notice: Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert lead

Zendesk Sell

Project Management

Customer Relationship Management (CRM)

Merlin - Learn more

Get answers at the point-of-decision and automate business tasks using natural language instruction.

Ironclad and Zendesk Sell integration + automation

Popular Ironclad and Zendesk Sell integrations

Ironclad and Zendesk Sell Connector Details

Ironclad

Zendesk Sell

Tray.io is the leader in low-code automation

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