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Universal Connector

ConnectWise and cb insights integration + automation

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

ConnectWise and cb insights Connector Details

ConnectWise

ConnectWise

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Raw HTTP request (advanced)List invoicesCreate companyCreate company typeCreate company type associationCreate contactList communication typesList company types
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cb insights

cb insights

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use cb insights connector available at the moment.

To get data in and out of cb insights, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

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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