Google Sheets - Icon

Google Sheets

Zendesk Sell

Monday-icon-color

Monday

Airtable-icon-color

Airtable

Smartsheet

Workfront-icon-color

Workfront

Trello - Icon

Trello

Hive-icon-color

Hive

Wrike

RUUM-icon-color

ruum by SAP

Workstack-icon-color

Workstack

Yodiz-icon-color

Yodiz

Paymo - Icon

Paymo

Basecamp

Basecamp 2

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Oracle Responsys

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Urban Airship

Kochava - Icon

Kochava

Nimble - Icon

Nimble

ManagerPlus - Icon

ManagerPlus

Fulcrum

Bulk create/update contacts

Create contact

Retrieve the status of bulk contact update/creation job by the Job ID returned from bulk create contacts operation.

Get bulk operation job status

Retrieve a single contact by CRM ID, phone number or AdmitHub ID.

Get contact

Returns a list of all values for a given contact field with the corresponding AdmitHub contact IDs.

List contact field values

Returns a list of contacts associated with your account.

List contacts

Get list of unique values for a specified custom field to aid in filtering contacts.

List custom field values

Get list of valid custom fields to aid in filtering contacts.

List custom fields

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

Raw HTTP Request (Advanced)

Update a single contact by CRM ID, phone number or AdmitHub ID.

Update contact

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

tray-aberdeen-report-marketing-tech

Aberdeen Report: Marketing technology—controlling the chaos

BLOG - Hot Topic

Personalization is shifting from email to omni-channel. Are you ready?

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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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David Dorman of Digital Ocean works with Tray.io

David Dorman - DigitalOcean

DigitalOcean - David Dorman

Marketing

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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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Udemy - Anonymous

Sales

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Mainstay (AdmitHub)

Mobile Engagement

Update task

Add followers to a task. Returns an empty data block. Each task can be associated with zero or more followers in the system. Requests to add/remove followers, if successful, will return the complete updated task record, described above.

Add followers to a task

Add custom field to project

Delete task

Add members to portfolio

Add users as members of a project, if they're not already added.

Add members to project

Add a status update to a project, setting a "message" and a colour reflecting the project's status.

Add project status update

List portfolios DDL

Add project to portfolio

Add tag to task

Add task to project

Add task to section

Copy all tasks from one project to another, including those that are marked completed and archived in the source.

Copy all tasks

Create custom field

Create portfolio

Create project

Create project section

Create subtask

Add a comment to a task. Comments will appear in the Asana UI to be from the Asana user connected with your tray account.

Create task comment

Delete custom field

Delete portfolio

Delete project

Delete section

Download task attachments hosted on Asana. Maximum total size of attachments is 500MB.

Download attachments

Get the full record for a single attachment.

Get attachment

Return all metadata for a specified custom field.

Get custom field

Get portfolio

Get project

Get task

Get team

Get user

Get user by email

Get workspace

List colors DDL

Get a list of all of the teams in an organization workspace.

List organization teams

Return a list of all projects in a portfolio.

List portfolio projects

List portfolios

Retrieve a list of all of the custom fields settings on a project.

List project custom field settings

Get a list of all of the sections in a given project.

List project sections

Get a list of all the tasks in a project.

List project tasks

Return the compact section records for all tasks within the given section.

List section tasks

Retrieve a list of all attachments on the task.

List task attachments

List task custom fields DDL

Retrieve a list of all tasks custom fields for a single project.

List task custom fields for project

Retrieve a list of all tasks custom fields for multiple projects.

List task custom fields for projects

List task custom fields from projects DDL

List task custom fields from task ID DDL

Return a list of all the other tasks that a specified task is dependent on.

List task dependencies

List task dependents

Remove members from portfolio

Get a list of all of the stories on a task, including comments, and other actions.

List task stories

List task subtasks

List tasks

Get a list of all of the users part of the team.

List team members

Retrieve a list of all the projects you can access in your account.

List workspace projects

Remove members from a project

List workspace projects DDL

List workspace projects without team DDL

Retrieve a list of tags from a workspace.

List workspace tags

Retrieve a list of tasks from a workspace.

List workspace tasks

Retrieve a list of all users in a workspace.

List workspace users

List workspace users DDL

Retrieve a list of all the workspaces you can access in your account.

List workspaces

List workspaces DDL

Project exists?

Remove custom field from portfolio

Remove each of the specified followers from the task if they are following. Returns the complete, updated record for the affected task.

Remove followers from a task

Remove tag from task

Remove the task from the specified project. The task will still exist in the system, but it will not be in the project anymore.

Remove task from project

Unlink a set of dependents from this task.

Unlink dependents from a task

Mark a set of tasks as dependencies of this task, if they are not already dependencies. A task can have at most 15 dependencies.

Set dependencies for a task

Mark a set of tasks as dependents of this task, if they are not already dependents. A task can have at most 30 dependents.

Mainstay (AdmitHub) and Asana integration + automation

Popular Mainstay (AdmitHub) and Asana integrations

Mainstay (AdmitHub) and Asana Connector Details

Mainstay (AdmitHub)

Asana

Tray.io is the leader in low-code automation

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