Microsoft Teams

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Microsoft Sharepoint

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Slack

hunter

Hunter

Gmail - Icon

Gmail

Jira

Microsoft Outlook - Icon

Microsoft Outlook

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Xverify

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Rejoiner

Rare.io

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Kickbox

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Notion

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Zoom

GoToWebinar

GoTo Webinar

Opal

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Teamwork

Jive

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GoTo Meeting

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Cisco Webex

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Miro

List segments DDL

Create a client folder for your iContact account.

Create client folder

Create a contact in a client folder of your iContact account.

Create contact

Create a custom field to store contact information other than the standard fields provided by the system.

Create custom field

Create a segment in your iContact account. Segments define a saved search of contacts on a given list, allowing you to send to just the subscribers in that saved search.

Create segment

Create a subscriber list in your iContact account.

Create subscriber list

Create a subscription between a contact and a list in your iContact account.

Create subscription

Get a client folder in your iContact account.

Get client folder

Get a contact from a client folder in your iContact account.

Get contact

Get a custom field from a client folder in your iContact account.

Get custom field

Get a segment from a client folder in your iContact account.

Get segment

Get a subscriber list from a client folder in your iContact account.

Get subscriber list

Get a subscription from a client folder in your iContact account.

Get subscription

Get the client folders from your iContact account.

List client folders

List client folders DDL

Get contacts from a client folder in your iContact account.

List contacts

List contacts DDL

Get custom fields from a client folder in your iContact account.

List custom fields

List custom fields DDL

List fields DDL

List lists DDL

Get segments from a list in a client folder in your iContact account.

List segments

Get subscriber lists from a client folder in your iContact account.

List subscriber lists

Get subscriptions from a client folder in your iContact account.

List subscriptions

Move a contact to another subscription list in your iContact account.

Move subscription

Unsubscribe a contact from a subscription list in your iContact account.

Unsubscribe subscription

Update a client folder in your iContact account.

Update client folder

Update a contact in a client folder of your iContact account.

Update contact

Update a custom field in your iContact account.

Update custom field

Update a segment in a list in your iContact account.

Update segment

Update a subscriber list in your iContact account.

Update subscriber list

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How Automation is Changing the Face of Business

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Streamline strategic sales with an automated deal desk

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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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GDPR compliance for US companies: What you need to know

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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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David Dorman of Digital Ocean works with Tray.io

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iContact

Email

List teams DDL

List workspace members DDL

Retrieve the account ID of the current user.

Get account ID

Create a document and return the upload URL that you can then use to upload the document separately.

Create document for uploading

Delete a document from one of your Huddle workspaces.

Delete Document

For a given folder, get a paged list of documents and folders within that folder.

List folder documents & folders

Upload a document using the upload URL that is returned in a create document for uploading step.

Upload document

Download Document

Copy a document to a different folder in Huddle.

Copy document

Create document

Create Folder

Update a folder within a directory if it exists, create it if it doesn't.

Create or Update Folder

Create workspace

Get Document

Search a folder to find a folder in a directory with the specified title. If found, it is returned.

Find folder by title

Get a list of all of the OPEN approvals in a Huddle workspace. Any approvals containing at least one open assignment will be returned. Note that you must be a workspace manager to get a list of approvals.

List Approvals (manager only)

Create team

Check to see if a folder exists, using it's unique ID.

Folder exists?

Get a list of all of the folders in workspace, or optionally in a particular folder within that workspace.

List folders

List teams

Get a list of all of the workspaces that you (the authenticated user) have access to.

List workspaces

List workspaces DDL

Move a document to a different folder in Huddle.

Move document

Move folder

Update a folder's details, including the title and description.

Update folder

Get Workspace

Get a list of all of the approvals for a document.

List Document Approvals

Get Folder

Get User

Upload archive

Upload single file chunk

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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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

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Huddle

Collaboration

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Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

CTA - Universal Automation Cloud LP - "Learn more" - Secondary

Universal Automation Cloud

CTA - Cvent case study - "Show me how" - Primary 

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Cvent migrates 500+ legacy integrations and achieves a 95% customer retention rate

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iContact and Huddle integration + automation

Popular iContact and Huddle integrations

iContact and Huddle Connector Details

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Huddle

Tray is the leading AI ready integration and automation platform

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