Salesforce-icon-color

Salesforce

ServiceNow - Icon

ServiceNow

LogicMonitor

Kazoo HR

Lever - Icon

Lever

LiveRamp - Icon

LiveRamp

Lodash-icon-color

Lodash

LeafLink - Icon

LeafLink

AgileCRM-icon-color

Agile CRM

Absorb

Aircall - Icon

Aircall

Affinity - Icon

Affinity

Zendesk Sell

aeries

Aeries

Grafana

SalesforceIQ-icon-color

SalesforceIQ

Sailthru - Icon

Sailthru

Kanban Tool

Postmates-icon-color

Postmates

Mindbody - Icon

Mindbody

Run queries against entity data (uses FetchXML query strings). Enables more advanced operations such as aggregation of data e.g sum, count, max, etc.

Query entity data

Create an entity of any type in your Microsoft Dynamics 365 account.

Create entity

Delete an entity of any type in your Microsoft Dynamics 365 account.

Delete entity

Get an entity of any type from your Microsoft Dynamics 365 account.

Get entity

Retrieves stored information about the user.

Get user information

Get a list of entities from your Microsoft Dynamics 365 account.

List entities

Get a list of entities from your Microsoft Dynamics 365 account and filter them with a user defined query.

List entities (raw filter)

List entity set attributes DDL

List entity sets DDL

List entity type attributes

List entity type attributes DDL

List entity types in Microsoft Dynamics 365

List entity types

List entity types DDL

List one to many relationships

List party navigation property names DDL

Get a list of possible options for a dropdown attribute, such as lead status.

List status attribute options

Run a raw fetch XML query against the Dynamics instance.

Run fetch XML query (advanced)

Update an entity of any type in your Microsoft Dynamics 365 account.

Update entity

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

pipedrive-color-logo

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.

Intercom - Card

Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

Connector Department - Sales - Cards

Udemy - Full - Dark

Udemy - Anonymous

Sales

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?

Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

Jellyvision - Card

Jellyvision improves lead response speed, conversions, and win rate with automation

segment-color-logo

Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

Connector Department - Marketing - Cards

DigitalOcean - Full - Dark

David Dorman of Digital Ocean works with Tray.io

David Dorman - DigitalOcean

DigitalOcean - David Dorman

Marketing

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Customer Relationship Management (CRM)

Create comment

Create story

Create task

Delete comment

Delete story

Delete task

Get comment

Return information about the selected epic.

Get epic

Returns information about the selected Project.

Get project

Returns information about a chosen Story based on its ID.

Get story

Return a list of all Epics and their attributes.

List epics

Get task

List epics DDL

Returns information about members of the organization.

List members

List members DDL

Returns a list of all Projects and their attributes.

List projects

List projects DDL

Returns a list of all Stories in a selected Project and their attributes.

List stories

Returns a list of workflows in the organization.

List workflows

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

Raw HTTP request (advanced)

List stories DDL

List story comments DDL

List story tasks DDL

Update comment

Update story

Update task

Product-Usage-Data-eBook-blog

Make customer insights actionable with product usage data

asana-color-logo

Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

Slack-color-logo

Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

fullcontact-color-logo

FullContact offers customer intelligence APIs to enable companies to understand their customers holistically.

Connector Department - Product - Cards

Copper - Full - Dark

Brett Schuenemann - Copper

Copper - Brett Schuenemann

Product

Clubhouse

Contact Management

Product Management

Watch the demo CTA Item - Used in main nav

Navigation CTA - Get Started

Product - Experiences

Product - Capabilities

Product - Platform Features

See Pricing / see packages

TUAC Platform Menu Packaging CTA - Option B

Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

logo - ibm

IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

Customer Spotlight

UAC Solutions - By Team

UAC Solutions - By Use Case

TUAC Solutions - by application column - view all connectors CTA

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

Tuac Solutions Customer Spotlight: mixpanel cta item

Tuac Solutions Customer Spotlight: mixpanel cta

Mixpanel - White - Full

Mixpanel accelerates mission-critical order-to-cash process by 25%

Resources - Learn & Evaluate

Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Eventbrite

TUAC Resources Customer Spotlight

Eventbrite - White - Full

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

See all our connectors (Tertiary)

Similar connectors to Microsoft Dynamics 365 and Clubhouse

Connector Awards

Tray.io is the leader in low-code automation

Details - Single & Double

"Request 1:1 demo" -> Demo LP [Primary style] | MAIN SITEWIDE CTA

MAIN SITEWIDE CTA | Demo Landing Page

Microsoft Dynamics 365 and Clubhouse integrations couldn’t be easier with the Tray Platform’s robust Microsoft Dynamics 365 and Clubhouse connector, which connects any services without the need for separate integration tools.

Microsoft Dynamics 365 and Clubhouse integrations couldn’t be easier with the Tray Platform’s robust Microsoft Dynamics 365 and Clubhouse connectors, which can connect to any service without the need for separate integration tools.

Integrate Microsoft Dynamics 365 and Clubhouse 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 Microsoft Dynamics 365 and Clubhouse and any other API, database, webhook, and more.

Microsoft Dynamics 365 and Clubhouse integration + automation

Popular Microsoft Dynamics 365 and Clubhouse integrations

Microsoft Dynamics 365 and Clubhouse Connector Details

Microsoft Dynamics 365

Clubhouse

Tray.io is the leader in low-code automation

Similar connectors to Microsoft Dynamics 365 and Clubhouse

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