Universal Connector

Pipeliner CRM and Asana integration + automation

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

Pipeliner CRM and Asana Connector Details

Pipeliner CRM

Pipeliner CRM

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UsesCustomer Success and Support
CategoryCustomer Relationship Management (CRM)
Connector TypeUniversal Connector

Minor Configuration Required

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

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

UsesAll
CategoryProject Management
Connector TypeTray Connector
Operations
Update taskAdd followers to a taskAdd custom field to projectDelete taskAdd members to portfolioAdd members to projectAdd project status updateAdd project to portfolioAdd tag to taskAdd task to projectAdd task to sectionCopy all tasksand 60 more...
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The Tray Platform enables better cross-team collaboration, easier sharing of data in real time, and transparency across the client lifecycle.

Mike Atwood
Mike Atwood, Executive Director of Client Success
Vox Media

Tray.io is the leader in low-code automation

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