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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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Microsoft Office 365

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Lever

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Agile CRM

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G Suite

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SalesforceIQ

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Dropbox

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Fastpath

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

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Aberdeen Report: Marketing technology—controlling the chaos

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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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Streamline strategic sales with an automated deal desk

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Vox Media connects and automates pre- and post-sales to streamline workflow

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DocRaptor

Content Collaboration Software

Returns a list of visits for a specified class.

List class visits

List classes

Add appointment

Adds a client to a class or to a class waiting list.

Add client to class

List clients

Add client to enrollment

Create a new client record at the specified business.

Create client

Gets the purchased services for a specific client.

List client services

List locations

List session types

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

Raw HTTP Request (Advanced)

Remove client from class

Send password reset email

Update the information for a specific appointment. Note that you can only update the appointment’s Start date time, End date time, Staff ID, Notes, and Session type ID.

Update appointment

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Low-code Mindbody integrations

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How to Automate Lead-to-Account Matching

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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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Customer Relationship Management (CRM)

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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

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

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

Integrate DocRaptor and Mindbody 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 DocRaptor and Mindbody and any other API, database, webhook, and more.

DocRaptor and Mindbody integration + automation

Popular DocRaptor and Mindbody integrations

DocRaptor and Mindbody Connector Details

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Mindbody

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