Salesforce-icon-color

Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Google Sheets - Icon

Google Sheets

Zendesk Sell

Monday-icon-color

Monday

ConnectWise - Icon

ConnectWise

Airtable-icon-color

Airtable

Pipedrive - Icon

Pipedrive

Copper - Icon

Copper

Streak-icon-color

Streak

Smartsheet

Mindbody - Icon

Mindbody

SugarCRM - Icon

SugarCRM

Workfront-icon-color

Workfront

Zoho CRM - Icon

Zoho CRM

Trello - Icon

Trello

Pipeliner-icon-color

Pipeliner

Freshsale

Freshsales

Virtuous-icon-color

Virtuous CRM

AgileCRM-icon-color

Agile CRM

Add a single contact to a campaign sequence.

Add contact to campaign sequence

Apply a tag or collection of tags to a contact.

Apply tags to contact

Create a new contact. Some outputs will not be included in the response, in order to view these run a Get contact operation and include the desired fields in the optional properties field.

Create contact

Creates or updates a new contact. Some outputs will not be included in the response, in order to view these run a Get contact operation and include the desired fields in the optional properties field.

Create or update contact

Delete contact

Get campaign

Get contact

Get the custom fields and optional properties for the Contact object.

Get contact model

Get tag

List campaigns

List contacts

List tagged contacts

List tags

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

Raw HTTP Request (Advanced)

Remove a single contact from a campaign sequence.

Remove contact from campaign sequence

Remove tags or collection of tags from a contact.

Remove tags from contact

Update contact

List hook event types

Delete hook

Find hook by public URL

List hooks

Webhook

Verify hook subscription

Infusionsoft

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

pipedrive-color-logo

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.

Intercom - Card

Intercom unlocks new efficiencies with sales automation

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

Connector Department - Sales - Cards

Udemy - Full - Dark

Udemy - Anonymous

Sales

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.

Infusionsoft and Asana integration + automation

Popular Infusionsoft and Asana integrations

Infusionsoft and Asana Connector Details

Infusionsoft

Asana

Tray is the leading AI ready integration and automation platform

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