PortaBilling and Pipedrive integration + automation

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

PortaBilling and Pipedrive Connector Details

PortaBilling

PortaBilling

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Create recordCustom operationDelete recordGet recordList recordsUpdate record
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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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Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly

Tray.io is the leader in low-code automation

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