Universal Connector

Pipedrive and Phocas integration + automation

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

Pipedrive and Phocas Connector Details

Pipedrive

Pipedrive

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Triggers
List webhooksDelete webhookCreate webhookWebhook
Connector TypeTray Connector
Operations
Delete organizationCreate activityCreate dealCreate noteCreate organizationCreate personFind organizations by nameFind peopleFind usersGet activityGet dealList pipelinesand 15 more...
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UsesAll
CategoryBusiness Intelligence (BI)
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Phocas connector available at the moment.

To get data in and out of Phocas, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
Udemy

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