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Salesforce

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Microsoft Dynamics 365

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Asana

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ServiceNow

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Google Sheets

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QuickBooks Online

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Stripe

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Monday

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Airtable

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Zoho CRM

Smartsheet

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ConnectWise

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Trello

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Sage Intacct

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Workfront

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HubSpot CRM

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Pipedrive

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Xero

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Raiser's Edge NXT

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Copper

Delete call

Delete contact

Delete deal

Return all static and custom fields for the Lead resource.

List lead fields

List deal associated contacts

Create call

Create a new contact. A contact may represent a single individual or an organization.

Create contact

Create deal

Returns all deals available to the user according to the parameters provided.

Create lead

Create a new note and associate it with a Lead, Contact or Deals resource

Create note

Create order

Create product

Delete lead

Delete product

Returns a stream of events for a specific resource

Firehose

Get call

Get contact

Returns a single deal available to the user, according to the unique deal ID provided. If the specified deal does not exist, the request will return an error.

Get deal

Get lead

Get order

Get user

List call outcomes

List calls

Return all static and custom fields for the Contact resource.

List contact fields

Returns all contacts available to the user according to the parameters provided.

List contacts

List deals

Returns all leads available to the user, according to the parameters provided.

List leads

Returns all line items associated to order.

List line items

List orders

Returns all pipelines available to the user, according to the parameters provided.

List pipelines

Returns all products from the catalog according to the parameters provided.

List products

List users

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

Raw HTTP Request (Advanced)

Search resources

Update call

Update contact

Update lead

Update deal

Update product

Create a new contact or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple contacts match a set of filters, the request will return an error - 409. If a single contact matches, then the existing contact is updated. If none matches the query, a new contact is created. Notice: Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert contact

Create a new deal or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple deals match a set of filters, the request will return an error - 409. If a single deal matches, then the existing deal is updated If none matches the query, a new deal is created. Notice - Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert deal

Create a new lead or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple leads match a set of filters, the request will return an error - 409. If a single lead matches, then the existing lead is updated. If none matches the query, a new lead is created. Notice: Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert lead

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

Zendesk Sell

Project Management

Customer Relationship Management (CRM)

Get payment

Get bank account

Get customer

Get invoice

Get loyalty account

Get subscription

List bank accounts

List bank accounts DDL

Retrieves the list of customer groups of a business.

List customer groups

List customer groups DDL

Lists customer profiles associated with a Square account.

List customers

List customers DDL

Retrieves a list of invoices for a given location.

List invoices

List invoices DDL

Provides information of all locations of a business.

List locations

List locations DDL

List payments

Raw HTTP request (advanced)

Searches the customer profiles associated with a Square account using a supported query filter.

Search customers

Searches for invoices from a location specified in the filter.

Search invoices

Searches for loyalty accounts in a loyalty program.

Search loyalty accounts

Searches all orders for one or more locations.

Search orders

Search subscriptions

Returns a paginated list of TeamMember objects for a business.

Search team members

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Optimize your events with Zuora-Slack integration

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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Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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sales-operations-best-practices

How to close the sales revenue gap

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Finance and Accounting

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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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Tray Platform group demo every 3rd Thursday at 10am PT

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Product

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How Automation is Changing the Face of Business

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E-Commerce

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Square

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Get answers at the point-of-decision and automate business tasks using natural language instruction.

Zendesk Sell and Square integration + automation

Popular Zendesk Sell and Square integrations

Zendesk Sell and Square Connector Details

Zendesk Sell

Square

Tray.io is the leader in low-code automation

Similar connectors to Zendesk Sell and Square

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