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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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ADP Workforce Now

Zendesk Sell

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Lever

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Lattice

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Kudos

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Agile CRM

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Aircall

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SalesforceIQ

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Mindbody

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SAP SuccessFactors

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Insightly

Personio

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Dynamo

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Pipeliner

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ExponentHR

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PlanSource

Delete sales activity

Updates the details of a single sales account

Update sales account

Delete lead

Create contact

Create cti phone call

Create lead

Delete sales account

Create manual call

Create sales account

Create sales activity

Delete contact

Filtered search

Gets the details of a single contact by ID

Get contact

Get lead

Gets the details of a single sales account by ID

Get sales account

Gets the details of a single sales activity by ID

Get sales activity

Gets information about the authenticated user

Get user info

List Sales activities

List contacts

List leads

List sales accounts

Search

Searches records for an exact match against field and entities. For partial matches, use the "Search" operation.

Search lookup

Update contact

Update lead

Updates the details of a single sales activity

Update sales activity

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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 information about company specific schema.

Get company specific schema

Will send employee data into Paylocity Onboarding to help ensure an easy and accurate hiring process for subsequent completion into Web Pay.

Add employee to onboarding

Sends new employee data directly to Web Pay. Companies who use the New Hire Template in Web Pay may require additional fields when hiring employees.

Create employee

Sends new or updated employee primary state tax information directly to Web Pay.

Create/Update primary state tax

Sends new employee local tax information directly to Web Pay.

Create local tax

Will send partially completed or potentially erroneous new hire record to Web Link, where it can be corrected and competed by company administrator or authorized Paylocity Service Bureau employee.

Create staged employee

Sends new or updated employee earnings information directly to Web Pay.

Create/Update earning

Sends new or updated employee employee benefit setup information directly to Web Pay.

Create/Update employee benefit setup

Sends new or updated employee non-primary state tax information directly to Web Pay.

Create/Update non-primary state tax

Delete earning

Delete local tax

Get employee

Get All Company Codes for the selected company and resource.

List company codes

Returns a list of custom fields for a category.

List custom fields

Returns a list of earnings for an employee.

List earnings

Returns a list of employee data currently available in Web Pay.

List employees

Returns a list of local taxes for an employee.

List local taxes

Updates existing employee data in WebPay.

Update employee

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Integrations

Fast, easy, and robust Paylocity integrations

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Automation

Paylocity automation for any use cases

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Use cases

Stand up heavy-duty Paylocity automation

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For finance

Advanced Paylocity use cases for finance

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For recruiting

Uplevel the candidate experience now

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

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

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Paylocity

Human Resources Information Systems (HRIS)

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

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

Integrate Freshsales and Paylocity 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 Freshsales and Paylocity and any other API, database, webhook, and more.