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Automate SuiteCRM with Tray.ai

Create a record in SuiteCRM. Connect SuiteCRM to the rest of your sales stack with Tray.ai.

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What can you do with SuiteCRM on Tray.ai?

SuiteCRM is an open source CRM that companies host themselves or in the cloud, tracking accounts, contacts, leads, opportunities, cases, and marketing campaigns. Tray.ai connects to SuiteCRM through the HTTP Connector, so your workflows can call the SuiteCRM API alongside the rest of your stack.

  • Create a record in SuiteCRM for every lead captured by your marketing forms.
  • Update a record in SuiteCRM when a deal's invoice is paid in your accounting system.
  • Link two records in SuiteCRM so new support cases sit under the right account.
Connects through
HTTP Connector
Authentication
OAuth 2.0 or a bearer token

Set it up

Connect SuiteCRM to Tray.ai

Each step uses SuiteCRM's own API details, from its documentation.

Step 1

Sign in to SuiteCRM with OAuth 2.0

Set up an OAuth 2.0 authentication with the client ID and secret of an OAuth app you register with SuiteCRM. Sign in once and every step reads the token from there.

Step 2

Import a request from SuiteCRM's docs

Add an HTTP Client step and paste a cURL example from SuiteCRM's API docs. Tray.ai fills in the method, URL, headers, and query.

Step 3

Start with “List records”

It's one of 13 documented actions, under Module records. The response comes back as data the next step can map into your other apps.

Step 4

Hand it to an AI agent

Wrap “Get a record” and “Create a record” in workflows, and Tray.ai's Agent Gateway for MCP publishes them as governed tools Claude and other AI agents can call.

What the SuiteCRM API covers

4 resources and 13 documented actions, each one a call the HTTP Connector can make from a Tray.ai workflow. Connecting it takes a few clicks: here's how.

Module records

  • List records
  • Get a record
  • Create a record
  • Update a record
  • Delete a record

Relationships

  • List related records
  • Link two records
  • Unlink records

Metadata

  • List all modules
  • List module fields
  • Get list view columns

Users

  • Get the current user
  • Get user preferences

Checked against SuiteCRM's own documentation on 2026-10-22

docs.suitecrm.com/developer/integration-api/v8

Frequently asked questions

What can a Tray.ai workflow do in SuiteCRM?

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The SuiteCRM API documents 13 actions across 4 resources (Module records, Relationships, Metadata, Users). For example: List records; List related records; List all modules. A workflow can make any documented call through the HTTP Connector.

How does Tray.ai authenticate with SuiteCRM?

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The SuiteCRM API uses OAuth 2.0 and a bearer token. You save it once as a Tray.ai authentication, and the HTTP Connector adds it to every request.

See SuiteCRM working against your stack.

We'll walk through a tailored demo with your systems plugged in.

Great — a couple more details

This helps us connect you with the right person. Optional, and you can skip it.