Microsoft Teams

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Microsoft Sharepoint

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Kazoo HR

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LiveRamp

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Lodash

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LeafLink

Absorb

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Affinity

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Aeries

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Jira

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Microsoft Outlook

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Sailthru

Kanban Tool

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Slack

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Notion

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Zuora

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Miro

Jive

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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How Automation is Changing the Face of Business

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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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E-Commerce

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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Sales ops best practices

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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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Postmates

Contact Management

List teams DDL

List workspace members DDL

Retrieve the account ID of the current user.

Get account ID

Create a document and return the upload URL that you can then use to upload the document separately.

Create document for uploading

Delete a document from one of your Huddle workspaces.

Delete Document

For a given folder, get a paged list of documents and folders within that folder.

List folder documents & folders

Upload a document using the upload URL that is returned in a create document for uploading step.

Upload document

Download Document

Copy a document to a different folder in Huddle.

Copy document

Create document

Create Folder

Update a folder within a directory if it exists, create it if it doesn't.

Create or Update Folder

Create workspace

Get Document

Search a folder to find a folder in a directory with the specified title. If found, it is returned.

Find folder by title

Get a list of all of the OPEN approvals in a Huddle workspace. Any approvals containing at least one open assignment will be returned. Note that you must be a workspace manager to get a list of approvals.

List Approvals (manager only)

Create team

Check to see if a folder exists, using it's unique ID.

Folder exists?

Get a list of all of the folders in workspace, or optionally in a particular folder within that workspace.

List folders

List teams

Get a list of all of the workspaces that you (the authenticated user) have access to.

List workspaces

List workspaces DDL

Move a document to a different folder in Huddle.

Move document

Move folder

Update a folder's details, including the title and description.

Update folder

Get Workspace

Get a list of all of the approvals for a document.

List Document Approvals

Get Folder

Get User

Upload archive

Upload single file chunk

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The ultimate guide to automating the entire lead lifecycle

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

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business-automation

GDPR compliance for US companies: What you need to know

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

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Mixpanel accelerates mission-critical order-to-cash process by 25%

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Eventbrite accelerates high-quality integration delivery at scale and lifts customer satisfaction

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Tray.io is the leader in low-code automation

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

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

Integrate Postmates and Huddle 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 Postmates and Huddle and any other API, database, webhook, and more.