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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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Recurly

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Rev.io

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Mindbody

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Pipedrive

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Pipeliner

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Freshsales

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Dynamo

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Insightly

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ConnectWise

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Zoho CRM

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Copper

Fastpath

List custom fields for contacts DDL

Archive a contact using its unique identifier given by Virtuous.

Archive a contact

Create contact

Follow contact by ID

Get contact information using their Virtuous ID

Get contact by ID

Get contact information using a reference source and reference ID. 

Get contact by reference source and reference ID

List types of contact methods DDL

Lists the activity of contacts which are followed by this account.

List activity of contacts followed

List al the contact name prefixes used on this account.

List contact name prefixes

List contact name prefixes DDL

List all those contacts within a given proximity using latitude and longitude coordinates provided.

List contacts within proximity of a geocoordinate.

List contact types

List contact types DDL

List custom fields for contact individuals DDL

List all custom fields for contacts on Virtuous.

List custom fields for contacts

List all the contacts which are being followed by this account,

List followed contacts

Find all contacts that match, fully or partially, the given search parameters.

Search contacts 

Toggle the setting of whether the user follows the given contact

Toggle follow contact

Unfollow contact by ID

Rewrite information about an existing contact using their unique ID. Any fields left blank will be overridden and cleared. It is important you fill in all blanks that you do not want to be overriden.

Update contact

Return a list of tags for the specified contact

List tags for contact

Return a list of the current organisation tags

List tags for current organisation

List tags for current organisation DDL

Create a new contact tag for the specified contact.

Create new tag for contact

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Powerful Virtuous CRM integrations

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Automation

Easy Virtuous CRM automation

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Heavy-duty Virtuous CRM use cases

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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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Sales

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The ultimate guide to automating the entire lead lifecycle

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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?

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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Virtuous CRM

Customer Relationship Management (CRM)

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

Raw HTTP request (advanced)

Search for and list invoices that match search criteria.

Search invoices

Create draft invoice

Deletes a draft or scheduled invoice, by ID. Deletes invoices in the draft or scheduled state only.

Delete invoice

Generates the next available invoice number.

Generate invoice number

Get dispute details

Get invoice details

Get subscription billing plan

List billing plans

List disputes with a summary set of details.

List disputes

Lists invoices. To filter the invoices that appear in the response, you can specify one or more optional query parameters.

List invoices

List invoices DDL

List subscription transactions

Trigger workflows from events that occur via a webhook.

Webhook

PayPal

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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How to close the sales revenue gap

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Finance and Accounting

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Subscription Management

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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

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

Integrate Virtuous CRM and PayPal 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 Virtuous CRM and PayPal and any other API, database, webhook, and more.