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Asana

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Google Sheets

Zendesk Sell

Grafana

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Monday

Clubhouse

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Zuora

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Airtable

AWS Cognito

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Workfront

Smartsheet

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Trello

ClickUp

PowerSchool

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Amplitude

LogicMonitor

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Talkdesk

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Alteryx

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Hive

Fetches an array of all the global fields that exist on organizations.

Get global fields organizations

Deletes an opportunity with a specified opportunity ID.

Delete opportunity

Creates a new field value with the supplied parameters.

Create field value

Creates a new note with the supplied parameters.

Create note

Creates a new opportunity with the supplied parameters.

Create opportunity

Creates a new organization with the supplied parameters.

Create organization

Creates a new person with the supplied parameters.

Create person

Deletes an organization with a specified organization ID.

Delete organization

Deletes a person with a specified person ID.

Delete person

Download an entity file with a specified entity file ID.

Download entity file

Fetch an entity with a specified Entity file ID.

Get entity file

Fetches an array of all the global fields that exist on people and return an array of the global fields that exist on people for your team.

Get global fields persons

Returns all the list entries in the list with the supplied list ID.

Get list entries

Gets the details for a specific note given the existing note ID.

Get note

Fetches an opportunity with a specified opportunity ID.

Get opportunity

Fetches an organization with a specified organization ID.

Get organization

Fetches a person with a specified person ID.

Get person

List all entity files within your organization. The result will be an object with two fields: 'entity_files' and 'next_page_token'. You can set the value of next_page_token to be sent as the query parameter page_token in another request to retrieve the next page of results.

List entity files

Returns all fields based on the parameters provided.

List fields

List fields DDL

Returns a collection of all the lists visible to you.

List lists

List lists DDL

Returns all field values attached to a person, organization, opportunity.

List notes

Searches your team’s data and fetches all the opportunities that meet the search criteria. The search term can be a part of an opportunity’s name.

Search opportunities

Searches your team’s data and fetches all the organizations that meet the search criteria. The search term can be a part of an organization’s name or domain.

Search organizations

Searches your teams data and fetches all the persons that meet the search criteria. The search term can be part of an email address, a first name or a last name.

Search persons

Updates an existing opportunity with opportunity ID with the supplied parameters.

Update opportunity

Updates an existing organization with organization ID with the supplied parameters.

Update organization

Updates an existing person with person_id with the supplied parameters. Only attributes that need to be changed must be passed in.

Update person

Uploads files attached to the entity with the given ID. The file will display on the entity’s profile, provided that the entity is not a person internal to the user’s organization.

Upload entity files

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Automation

Limitless Affinity automation

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In-depth Affinity automations

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Streamline strategic sales with an automated deal desk

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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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Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Affinity

Contact Management

List attachments

Create group

Create task

Delete attachment

Move folder or projects and all descendant folders and tasks to the recycle bin unless they have parents outside of deletion scope.

Delete folder/project

Moves a task with the given ID to recycle bin.

Delete task

Download attachment

Returns information about contact with the given email.

Find contact by email

Returns information about the current account.

Get account

Returns information about the specified attachments.

Get attachments by ID

Returns complete information about the specified custom fields.

Get custom fields by ID

Returns complete information about specified folders and projects.

Get folders/projects by ID

Returns information about the group with the given ID.

Get group

Retrieves complete information about specified multiple select or dropdown custom fields.

Get multiple select or dropdown custom fields

Returns complete information about single task.

Get task

Returns information about the given user.

Get user

Returns contacts of all users and user groups in all accessible account.

List contacts

Returns a list of custom fields in current account.

List custom fields

Returns up to 100 contacts of specified users and user groups.

List users contacts

Update group

Update task

List tasks in folder/project

Copy folder or project to a specified parent folder or project. Any sub-folder or sub-project will be copied too.

Copy folder/project

Create an attachment in either a folder or task.

Create attachment

Create a custom field in authenticated account.

Create custom field

Create a folder or project within a folder.

Create folder/project

List sub-folders or sub-projects for the given folder.

List folder sub-folders/sub-projects

List folders or projects for the current account.

List folders/projects

Returns all groups in the current account.

List groups

List tasks

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

Raw HTTP Request (Advanced)

Update account

Update an attachment in either a folder or task.

Update attachment

Update information about a folder or a project.

Update folder/project

Creates a webhook for a target folder/project.

Create folder/project webhook

Create account webhook

Create space webhook

Wrike

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Next-level Wrike automation

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The ultimate guide to automating the entire lead lifecycle

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

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Affinity and Wrike integration + automation

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