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Salesforce

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Microsoft Dynamics 365

Zendesk Sell

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QuickBooks Online

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Pipedrive

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Copper

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Streak

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Mindbody

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Sage Intacct

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SugarCRM

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Zoho CRM

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Pipeliner

Freshsale

Freshsales

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Virtuous CRM

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Agile CRM

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Xero

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Dynamo

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Square

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Aircall

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Anaplan

List invoices template DDL

List market descriptions DDL

List ownership types DDL

List pricing schedules DDL

List tax codes DDL

List time zones setup DDL

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

List company types names DDL

List contact departments DDL

List contact relationships DDL

List contact types DDL

List contacts DDL

List countries DDL

List currencies DDL

List custom fields DDL

List invoice delivery methods DDL

List invoices

Create company

Create company type

Create company type association

Create contact

List billing terms DDL

List calendars DDL

List communication types

List communication types DDL

List companies DDL

List company entity types DDL

List company locations DDL

List company statuses DDL

List company types

List company types DDL

List company types IDs DDL

ConnectWise1

Integrations

Limitless ConnectWise integrations

ConnectWise2

Automation

Automate your ConnectWise instance

ConnecWise3

Use cases

A trusted, scalable ConnectWise solution

ConnecWise4

With ERP

 ConnectWise + ERP automation made easy

ConnectWise5

Security +

Secure ConnectWise integrations

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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Sales ops best practices

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Sales

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

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Personalization is shifting from email to omni-channel. Are you ready?

Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

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Jellyvision improves lead response speed, conversions, and win rate with automation

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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Marketing

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ConnectWise

Customer Relationship Management (CRM)

You can preview the upcoming invoice for a customer. This will show you all the charges that are pending, including subscription renewal charges, invoice item charges, etc. It will also show you any discount that is applicable to the customer.

Get upcoming invoice

Retrieve the list of your subscription schedules.

List subscription schedules

Return a list of subscriptions in your Stripe account.

List subscriptions

List subscriptions DDL

List tax IDs by customer

Pay invoice

Creates a charge for a credit card or other payment source.

Create charge

Get card

Retrieves the details of a charge that has previously been created.

Get charge

Get customer

Returns information about a subscription.

Get subscription

Create card (Advanced)

Create coupon

Create customer

Creates a new subscription on an existing customer.

Create subscription

Delete card

Cancels a customer’s subscription immediately. The customer will not be charged again for the subscription. Its subscription status will be set to canceled.

Delete subscription

Get invoice

Get plan

Get product

Returns information about a subscription item.

Get subscription item

Return a list of transactions that updated the customer's balances.

List balance transactions by customer

Return a list of the bank accounts stored on the customer.

List bank accounts by customer

Returns a list of cards belonging to a customer.

List cards by customers

Retrieves a list of charges. The charges are returned in sorted order, with the most recent charges appearing first.

List charges

List charges DDL

Returns a list of subscription items for a given subscription.

List subscription items

List coupons

List currency codes DDL

Return a list of your customers. The customers are returned sorted by creation date, with the most recent customers appearing first.

List customers

List customers DDL

Return a list of the files that your account has access to.

List files

List invoice items

Returns a list of line items for a given invoice.

List invoice's line items

Return a list of invoices from your Stripe account, based on criteria of your choosing.

List invoices DDL

List orders

List orders DDL

List payment intents

Return a list of payment methods for a given customer.

List payment methods

Return a list of people associated with the account's legal entity.

List persons by account

Returns a list of plans in your Stripe account.

List plans

List plans DDL

Return a list of products. The products are returned sorted by creation date, with the most recently created products appearing first.

List products

List products DDL

List setup intents

Update card

Update customer

Updates a new subscription on an existing customer.

Update subscription

List events DDL

Trigger workflows from events that occur via a webhook.

Webhook

Stripe

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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ConnectWise and Stripe integration + automation

Popular ConnectWise and Stripe integrations

ConnectWise and Stripe Connector Details

ConnectWise

Stripe

Tray is the leading AI ready integration and automation platform

Similar connectors to ConnectWise and Stripe