Boostr and Copper integration + automation

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

Boostr and Copper Connector Details

UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Create deal productCreate contactCreate dealGet stageCreate accountGet IOGet accountGet contactGet dealGet deal productGet productList IOs
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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Triggers
Webhook (advanced)
Connector TypeTray Connector
Operations
Update opportunityList lead statusesList usersOpportunity exists?Person exists?Project exists?Search activites (company wide)Search opportunitiesSearch peopleSearch related itemsTask exists?Update companyand 41 more...
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Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly

Tray is the leading AI ready integration and automation platform

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