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Agile CRM and Ordway integration + automation

Agile CRM and Ordway integrations couldn’t be easier with the Tray platform’s robust Agile CRM and Ordway connectors, which can connect to any service without the need for separate integration tools.

Agile CRM and Ordway Connector Details

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Agile CRM

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Create helpdesk ticketCreate deal noteList notes by dealUpdate taskCreate taskUpdate dealGet companyList dealsList tracksUpdate contactUpdate companyCreate companyand 4 more...
UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Get paymentCreate chart of accountsCreate creditCreate customerCreate journal entryCreate paymentCreate productDelete customerDelete productGet all customer informationGet chart of accountsGet creditand 7 more...
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Tray 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
Udemy

Tray is the leading AI ready integration and automation platform

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