Zendesk Sell

Yodiz-icon-color

Yodiz

Google Sheets - Icon

Google Sheets

Google Calendar - Icon

Google Calendar

Monday-icon-color

Monday

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Airtable

Calendly - Icon

Calendly

Trello - Icon

Trello

Smartsheet

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Workfront

Float - Icon

Float

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Hive

Wrike

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ruum by SAP

Connect other web service to Acuity Scheduling with Tray.io

Acuity Scheduling

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Paymo

Toggl-icon-color

Toggl

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Workstack

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Thumbtack

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ManagerPlus

Assign task to project

Assign user to project

Create client

Create project

Create task

Create a time entry.You should only use this method to create time entries when your account is configured to track time via duration.

Create time entry via duration

You should only use this method to create time entries when your account is configured to track time via start and end time.

Create time entry via start and end time

Get client

Get logged in user

Get project

Get task

Get time entry

Updates the specific project by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

Update project

Updates the specific time entry by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

Update time entry

Get user

Get a list of all the clients in your account.

List all clients

Get a list of all the projects in your account, and filter it if required.

List all projects

Get a list of all the tasks in your account, and filter it if required.

List all tasks

List all time entries

List all users

List all users DDL

Get a list of all users of a project by its ID.

List all users of a project

Updates the specific client by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

Update client

List all projects DDL

List all tasks DDL

List all clients DDL

marketing tools by tray.io

How Automation is Changing the Face of Business

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Streamline strategic sales with an automated deal desk

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

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business-automation

GDPR compliance for US companies: What you need to know

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New Relic - Anonymous

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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

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Udemy - Anonymous

Sales

Harvest-icon-color

Harvest

Scheduling and Time Tracking

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 section

Create subtask

Create tag

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 section

Get team

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.

Harvest and Asana integration + automation

Popular Harvest and Asana integrations

Harvest and Asana Connector Details

Harvest

Asana

Tray is the leading AI ready integration and automation platform

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