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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

Zendesk Sell

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SalesforceIQ

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Mindbody

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Pipedrive

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Entrata

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Pipeliner

Freshsale

Freshsales

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Productboard

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Insightly

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Dynamo

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ConnectWise

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Zoho CRM

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Copper

Clubhouse

List personas name DDL

List products DDL

List status ID DDL

List status name DDL

List statuses

List tags DDL

Create company

Create contact

Create user story

Add a yay, nay or maybe thought on an idea in ProdPad along with a comment.

Create vote

Retrieve the details on the user and their role by ID.

Get user

Retrieve a list of companies in the account.

List companies

List companies DDL

Retrieve a list of contacts associated to an account.

List contacts

List contacts DDL

Retrieve a list of feedback which can be a straight list or grouped by contact using the group_by parameter.

List feedbacks

Return a list of ideas that match any supplied filter criteria.

List ideas

List ideas DDL

List job roles DDL

List personas DDL

List user stories

List user stories DDL

List users

List users DDL

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

Raw HTTP request (advanced)

Update company

Update contact

Update user story

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Integrations

ProdPad integrations made easy

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Automation

Custom ProdPad automation

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Use cases

ProdPad automation for any use case

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Make customer insights actionable with product usage data

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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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FullContact offers customer intelligence APIs to enable companies to understand their customers holistically.

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Copper - Brett Schuenemann

Product

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ProdPad

Product Management

Get box

Creates a comment associated with a particular box.

Create comment

Searches for box by name using an exact search.

List boxes

Assigns an email (thread) to a box.

Use the Gmail API to obtain the thread ID.

Assign email to box

Gets a contact by providing the contact key.

Get contact

List current user's teams

Assign organisation to box

Updates the message text of a specific comment.

Update comment

List comments (beta)

Gets a given organization by providing the contact key.

Get organization

List organizations

Moves boxes to a different pipeline (batch).

Update pipelines of boxes

Updates an organization by providing the organization key.

Update organization

Updates a pipeline.

To change the fields or the stages property, you must use different endpoints. The fields and stages are only provided as a convenience here. The necessary endpoints are specified in the Field and Stage section of this document.

Update pipeline

Deletes a pipeline. You can only delete pipelines that are empty and have no boxes in them.

Delete pipeline

Lists the field values for the box specified.

List field values for box

Lists all files associated with a particular box.

You can only get the contents of files that are of the type GMAIL_API.

List files in box

List pipelines

List teams

List fields in pipeline

Gets binary contents of file.

The mime type of the response contents is based on the file type.

Get file contents

List boxes in pipeline

Creates a field for a pipeline.

This defines the field in the pipeline so that you can add values for that field for each box in the pipeline.

Create field

Delete comment

Get task

Deletes a contact by providing the contact key.

Upon deleting a contact, the contact will also be removed from any associated boxes.

Delete contact

Deletes an organisation by providing the organisation key.

Upon deleting a organisation, the organisation will also be removed from any associated boxes.

Delete organisation

Updates multiple fields at once in a box.

Update fields in box

Creates a box based on the Pipeline Key you provide.

Create box

Lists all tasks associated with a particular box.

List tasks in box

Get comment

Get current user

Get file

Gets a specific stage defined in a pipeline.

Get stage

Create stage

Update stage

Update box

Gets the public details for the user specified.

Deletes a particular box. Also deletes all of the relevant data such as files, emails, and tasks for that box.

Delete box

Get thread

Get team

Deletes a stage defined in a pipeline.

This call will only succeed if there are no boxes tagged with the key of this stage, else it throws a 400.

Delete stage

List fields in pipeline DDL

Deletes a field defined in a pipeline.

Note: this will also remove the values of this field for every box in the pipeline.

Delete field

Lists all the threads in a particular box.

List threads in box

Gets a specific field defined in a pipeline.

Get field

List stages

Delete task

List stages DDL

Update field

Updates the value of a field for a particular box.

Update field value

A search by query which returns results on orgs, boxes and contacts.

List boxes, contacts and organisations

Update task

Updates a contact by providing the contact key.

Creates a new contact.

All contacts are scoped to a particular team so a Team Key is required. Contacts must have at least one of Name or Email Address set.

Create pipeline

Creates a new organisation.

All organisations are scoped to a particular team so a Team Key is required. Must have at least one of Name or Domains set.

Create organisation

Get pipeline

Create task

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

sales marketing mix

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

ProdPad and Streak integration + automation

Popular ProdPad and Streak integrations

ProdPad and Streak Connector Details

ProdPad

Streak

Tray.io is the leader in low-code automation

Similar connectors to ProdPad and Streak

Discover the ultimate AI-powered iPaaS that supercharges your business with quick, seamless ecosystem integrations.