IntegrationsLimitless ConnectWise integrations
Take full control of the data in your ConnectWise instance with simple yet powerful low-code integrations on the Tray Platform. Build fully customizable ConnectWise integrations in minutes, without developer resources.
With the ConnectWise connector for the Tray Platform, you can extend the functionality of ConnectWise through API integrations that flow data across your tech stack. Do it all using our visual, drag-and-drop interface. You won’t need technical experience to stand up high-impact integrations that boost efficiency and drive revenue.
Create, sync, and manage your records in ConnectWise, including opportunities, tickets, contacts, companies, billings, and campaigns. Tap into robust ConnectWise automation to streamline IT management and satisfy use cases across your organization. Augment existing ConnectWise workflows with data from other systems. Track and manage cross-functional projects by syncing ConnectWise data bi-directionally between SaaS tools.
AutomationAutomate your ConnectWise instance
Integrate ConnectWise with any system or tool your team uses to maintain customer records, execute sales and marketing campaigns, and manage projects. You can connect ConnectWise with your CRM, marketing automation platform, project management system, service desk, e-commerce tools, and any other tool in your stack, or other data source.
Whether you work in professional services, IT, security, finance, sales, or marketing, you can trust the Tray Platform to fulfill your integration needs. And you don’t need a technical background to tackle mission-critical business challenges with powerful automated processes. However, our platform’s data helpers and custom logic operators empower you to manage your mission-critical data as you need and flow it seamlessly across your entire tech stack.
Today, high-performing teams use the Tray Platform to boost internal alignment by bi-directionally syncing customer records between ConnectWise and their CRM. Others are merging data across multiple professional services tools to increase efficiency and reduce manual data entry. And some are unifying data for cross-functional projects in a single, centralized place to drive greater productivity.
Use casesA trusted, scalable ConnectWise solution
Thanks to our elastic, serverless architecture, the Tray Platform can also handle massive data projects. Plus, our platform offers enterprise-grade security, including SOC 2 Type 2 certification and full compliance with GDPR and CCPA.
Power users utilize the Tray Platform to unlock greater internal productivity and drive customer satisfaction in many ways. For example, some teams use our platform to consolidate internal and external ticketing systems across multiple channels to increase response speed and overall customer satisfaction. Meanwhile, savvy revenue operations pros keep sales and marketing in lockstep by bi-directionally syncing records across their CRM, marketing automation tools, and ConnectWise. These syncs ensure data hygiene best practices and enable revenue teams to execute high-converting campaigns using real-time customer data.
With ERP ConnectWise + ERP automation made easy
Seamlessly flow ERP data across ConnectWise and your entire tech stack with powerful ConnectWise + ERP integration and automation. Use the Tray Platform to connect any data source in minutes without heavily relying on IT. Supercharge all of your ERP processes to maximize revenue, improve customer service, and drive business growth.
Need a ConnectWise connector to get the most out of your ERP? Our API-level integrations empower you to deeply sync any of your business-critical tools. Use our 100% visual builder to rapidly integrate any data source, from email to spreadsheets to FTP to any cloud software, even using data within custom tools. Drag and drop together any application to unsilo your finance stack and easily scale your financial processes.
Now, you can save hours of manual work and refocus on high-level strategy. You can flow data across your ERP and business management solution to unlock hidden insights around point-of-sale (POS) and configure-price-quote (CPQ) processes. You can unify your finance, sales, and marketing data to create holistic, real-time dashboards that drive alignment and results. You can automate end-to-end e-commerce processes. Or, you can auto-update employee payroll status based on staff changes or promotions. With the Tray Platform, anything is possible.
Security +Secure ConnectWise integrations
Resolve tickets faster and more securely with powerful ConnectWise automation on the low-code Tray Platform. Use automated workflows to take the stress and manual work out of ticketing and streamline all your authentication and identity management processes.
Anyone in customer support, HR, IT, security, DevOps, engineering, or any other role can use our platform to automate mission-critical processes, including end-user identity verification, password resets, and account unlocking. Flow data from ConnectWise across your tech stack to unlock new security uses cases and drive help desk efficiency.
With robust ConnectWise integrations and automation on the Tray Platform, anyone can become a contributor to a more secure and efficient organization. Need to seamlessly manage account unlocks, user verifications, and password resets by unifying data across your IT security stack? Need to auto-sync email notifications with backend security processes to always keep employees in-the-know on security policy changes? Need to integrate all security data sources, unify this data in your data warehouse, and then layer it across your BI tool to generate holistic, data-driven reports and dashboards? The Tray Platform can do it all.
