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Salesforce

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Microsoft Dynamics 365

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Google Sheets

Zendesk Sell

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Monday

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ConnectWise

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Airtable

Zoho CRM - Icon

Zoho CRM

Smartsheet

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Copper

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Mindbody

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Pipedrive

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Streak

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SugarCRM

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Workfront

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Trello

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Pipeliner

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Agile CRM

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Virtuous CRM

Wrike

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

sales marketing mix

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

Connector Department - Sales - Cards

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Sales

EngageBay

Customer Relationship Management (CRM)

Add custom field to portfolio

Add custom field to project

Add drop down option to custom field

Add followers to a task. Returns an empty data block. Each task can be associated with zero or more followers in the system. Requests to add/remove followers, if successful, will return the complete updated task record, described above.

Add followers to a task

Add members to portfolio

Add a status update to a project, setting a "message" and a colour reflecting the project's status.

Add project status update

Add project to portfolio

Add tag to task

Add task dependencies

Add task to project

Add task to section

Copy all custom fields from a source project to a destination project. This is operation is only available to premium Asana accounts.

Copy all project custom fields

Copy all tasks from one project to another, including those that are marked completed and archived in the source.

Copy all tasks

Copy a task, copying over the description, followers, and assignee, along with subtasks and custom field settings.

Copy task

Create custom field

Create a new membership in a goal or project.

Create membership

Create portfolio

Create project

Create project section

Create subtask

Create tag

Create task

Add a comment to a task. Comments will appear in the Asana UI to be from the Asana user connected with your tray account.

Create task comment

Delete custom field

Delete a membership for a goal or project.

Delete membership

Delete portfolio

Delete project

Delete section

Delete task

Download task attachments hosted on Asana. Maximum total size of attachments is 500MB.

Download attachments

Get the full record for a single attachment.

Get attachment

Return all metadata for a specified custom field.

Get custom field

Get portfolio

Get project

Get section

Get task

Get team

Get user

Get user by email

Get workspace

List colors DDL

List custom field drop down options DDL

List all custom fields in a given workspace.

List custom fields

List custom fields DDL

Return custom fields in a given portfolio.

List custom fields in portfolio

List custom fields in portfolio DDL

Get a list of all of the teams in an organization workspace.

List organization teams

List organization teams DDL

List organizations DDL

List portfolio colors DDL

List portfolio members DDL

Return a list of all projects in a portfolio.

List portfolio projects

List portfolio projects DDL

List portfolios

List portfolios DDL

Retrieve a list of all of the custom fields settings on a project.

List project custom field settings

List project custom field settings DDL

List project custom fields DDL

Get a list of all of the sections in a given project.

List project sections

List project sections DDL

Get a list of all the tasks in a project.

List project tasks

List project tasks DDL

Return the compact section records for all tasks within the given section.

List section tasks

List section tasks DDL

Retrieve a list of all attachments on the task.

List task attachments

List task custom fields DDL

Retrieve a list of all tasks custom fields for a single project.

List task custom fields for project

Retrieve a list of all tasks custom fields for multiple projects.

List task custom fields for projects

List task custom fields from projects DDL

List task custom fields from task ID DDL

Return a list of all the other tasks that a specified task is dependent on.

List task dependencies

List task dependents

Get a list of all of the stories on a task, including comments, and other actions.

List task stories

List task subtasks

List tasks

Get a list of all of the users part of the team.

List team members

Retrieve a list of all the projects you can access in your account.

List workspace projects

List workspace projects DDL

List workspace projects without team DDL

Retrieve a list of tags from a workspace.

List workspace tags

List workspace tags DDL

Retrieve a list of tasks from a workspace.

List workspace tasks

List workspace tasks DDL

Retrieve a list of all users in a workspace.

List workspace users

List workspace users DDL

Retrieve a list of all the workspaces you can access in your account.

List workspaces

List workspaces DDL

Project exists?

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

Raw HTTP request (advanced)

Remove custom field from portfolio

Remove each of the specified followers from the task if they are following. Returns the complete, updated record for the affected task.

Remove followers from a task

Remove members from portfolio

Remove project from portfolio

Remove tag from task

Remove the task from the specified project. The task will still exist in the system, but it will not be in the project anymore.

Remove task from project

Search tasks in a workspace, this endpoint will only be available to premium Asana users.

Search tasks

Mark a set of tasks as dependencies of this task, if they are not already dependencies. A task can have at most 15 dependencies.

Set dependencies for a task

Mark a set of tasks as dependents of this task, if they are not already dependents. A task can have at most 30 dependents.

EngageBay and Asana integration + automation

Popular EngageBay and Asana integrations

EngageBay and Asana Connector Details

EngageBay

Asana

Tray is the leading AI ready integration and automation platform

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