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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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Lever

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Agile CRM

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Aircall

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SalesforceIQ

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Insightly

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Pipeliner

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ConnectWise

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Virtuous CRM

Add a single contact to a campaign sequence.

Add contact to campaign sequence

Apply a tag or collection of tags to a contact.

Apply tags to contact

Create a new contact. Some outputs will not be included in the response, in order to view these run a Get contact operation and include the desired fields in the optional properties field.

Create contact

Creates or updates a new contact. Some outputs will not be included in the response, in order to view these run a Get contact operation and include the desired fields in the optional properties field.

Create or update contact

Delete contact

Get campaign

Get contact

Get the custom fields and optional properties for the Contact object.

Get contact model

Get tag

List campaigns

List contacts

List tagged contacts

List tags

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

Raw HTTP Request (Advanced)

Remove a single contact from a campaign sequence.

Remove contact from campaign sequence

Remove tags or collection of tags from a contact.

Remove tags from contact

Update contact

List hook event types

Delete hook

Find hook by public URL

List hooks

Webhook

Verify hook subscription

Infusionsoft

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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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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Customer Relationship Management (CRM)

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

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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Automation

Powerful Mindbody automation

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Use cases

Heavy-duty Mindbody use cases

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

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

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

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Enabling your entire organization to deliver on the promise of automation

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

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

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