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ConnectWise and PEX integration + automation

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

ConnectWise and PEX 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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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Fund cardGet business summaryGet card holderOrder cardRaw HTTP request (advanced)Zero card

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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