ConnectWise and Workstack integration + automation

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

ConnectWise and Workstack Connector Details

ConnectWise

ConnectWise

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Raw HTTP request (advanced)List invoicesCreate companyCreate company typeCreate company type associationCreate contactList communication typesList company types
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Workstack logo

Workstack

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UsesAll
CategoryProject Management
Connector TypeTray Connector
Operations
Delete projectDelete a holiday for a userGet projectDelete commentList tasksGet taskCreate taskDelete taskList all comments for a todoUpdate commentList all meetings for a userDelete meetingand 17 more...

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
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