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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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Asana

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Lever

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Airtable

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Google Sheets

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Agile CRM

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Aircall

Zendesk Sell

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ruum by SAP

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Monday

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Mindbody

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Pipedrive

Smartsheet

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Paymo

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Pipeliner

Freshsale

Freshsales

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Insightly

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Dynamo

Delete Account

Get Account By ID

Create Account

Get Lists (DDL)

Get a single list item from a specific list

Get List Item

Create Contact

Update a contact in your account by its ID

Update Contact

Delete Contact

Get Accounts (DDL)

Delete a specific list item from a specific list

Delete List Item

Get Contact

Get all of the contacts within your account

Get All Contacts

Get List Items

Get Lists

Get Accounts

Get List By ID

Get List Fields (DDL)

Create a new item and add it to a specific list

Create List Item

Update the properties of a specific list item from a specific list

Update List Item

Get Account Fields (DDL)

Update Account

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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The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

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Aberdeen Report: Marketing technology—controlling the chaos

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Personalization is shifting from email to omni-channel. Are you ready?

Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

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Jellyvision improves lead response speed, conversions, and win rate with automation

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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David Dorman of Digital Ocean works with Tray.io

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Marketing

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SalesforceIQ

Customer Relationship Management (CRM)

Delete project

Delete a holiday for a user

Get project

Delete comment

List tasks

Get task

Create task

Delete task

List all comments for a todo

Update comment

Returns all the meetings for the specified user.

List all meetings for a user

Delete meeting

Get todo list

Update todo list

Delete todo list

Returns a list of all the comments in a project.

List all comments for a project

Get meeting

Returns the details of the specified todo.

Get todo

Create todo

Returns a list of all the todos that are not linked to a project.

List all todos without a project

List users

Delete todo

Returns a list of all the scheduled holidays for the team.

List team holidays

Update a team holiday

Create a team holiday

Delete a team holiday

Returns all the scheduled holidays of a user.

List holidays for a user

Schedules a holiday for the specified user.

Create a holiday for a user

List projects

Create project

Update project

Get user

Update task

Returns a list of all the comments for a user.

List all comments for a user

List meetings

Update meeting

Update a holiday for a user

List projects DDL

Create a comment

Create meeting

Create todo list

Update todo

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How Automation is Changing the Face of Business

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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Workstack

Project Management

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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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A strategic platform with solutions for mission critical use cases

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

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Your journey to automation excellence starts here

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

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

Integrate SalesforceIQ and Workstack 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 SalesforceIQ and Workstack and any other API, database, webhook, and more.