Salesforce-icon-color

Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Asana-icon-color

Asana

Google Sheets - Icon

Google Sheets

Clubhouse

Grafana

Zuora - Icon

Zuora

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

Postmates-icon-color

Postmates

Trello - Icon

Trello

This operation lists all tasks of the given board.

List all tasks for a board

This operation returns information about the given user.

Get user

This operation lists all boards the given user has access to.

List all boards for a user

This operation returns detailed information about the given task.

Get task details

Create task

This operation deletes a task by the given ID.

Delete task

This operation returns detailed information about the given board.

Get board details

This operation returns information about the currently authenticated user.

Get current user

This operation restores a task by the given ID.

Restore task

Update task

Kanban Tool 1

Use Cases

Low-code Kanban Tool integrations

Kanban Tool 2

Automation

Kanban Tool automation for any use case

Kanban Tool 3

Use cases

Next-level Kanban Tool integrations

Make customer insights actionable with product usage data blog trayai

Make customer insights actionable with product usage data

asana-color-logo

Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

Slack-color-logo

Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

fullcontact-color-logo

FullContact offers customer intelligence APIs to enable companies to understand their customers holistically.

Connector Department - Product - Cards

Copper - Full - Dark

Brett Schuenemann - Copper

Copper - Brett Schuenemann

Product

Kanban Tool

Contact Management

Delete contact

Get order

Create a new contact. A contact may represent a single individual or an organization.

Create contact

Delete deal

Delete lead

Delete product

List deal associated contacts

Create call

Create deal

Returns all deals available to the user according to the parameters provided.

Create lead

Create a new note and associate it with a Lead, Contact or Deals resource

Create note

Create order

Create product

Delete call

Returns a stream of events for a specific resource

Firehose

Get call

Get contact

Returns a single deal available to the user, according to the unique deal ID provided. If the specified deal does not exist, the request will return an error.

Get deal

Get lead

List call outcomes

List call outcomes DDL

List calls

Return all static and custom fields for the Contact resource.

List contact fields

List contact fields DDL

Returns all contacts available to the user according to the parameters provided.

List contacts

List deals

Return all static and custom fields for the Lead resource.

List lead fields

List lead fields DDL

Returns all leads available to the user, according to the parameters provided.

List leads

Returns all line items associated to order.

List line items

List orders

Returns all pipelines available to the user, according to the parameters provided.

List pipelines

Returns all products from the catalog according to the parameters provided.

List products

List users

List users DDL

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

Raw HTTP request (advanced)

Search resources

Update call

Update contact

Update deal

Update lead

Update product

Create a new contact or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple contacts match a set of filters, the request will return an error - 409. If a single contact matches, then the existing contact is updated. If none matches the query, a new contact is created. Notice: Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert contact

Create a new deal or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple deals match a set of filters, the request will return an error - 409. If a single deal matches, then the existing deal is updated If none matches the query, a new deal is created. Notice - Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert deal

Create a new lead or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple leads match a set of filters, the request will return an error - 409. If a single lead matches, then the existing lead is updated. If none matches the query, a new lead is created. Notice: Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert lead

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

Zendesk Sell

Project Management

Customer Relationship Management (CRM)

"Request a trial" -> Trial LP [Primary] | MAIN SITEWIDE CTA

MAIN SITEWIDE CTA | Trial Landing Page

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 

cvent-logo-white

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

Customer Spotlight

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua

Lorem ipsum dolor

UAC Solutions - By Team

UAC Solutions - By Use Case

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

Solutions Customer Spotlight: Beyond Finance CTA - Primary

Logo - Beyond Finance - White

Beyond Finance reduces employee onboarding time from 10 days to 5 minutes

Resources - Learn & Evaluate

Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Udemy

Resources Customer Spotlight - Primary

Udemy - White Full

Udemy streamlines self-service to enterprise sales process and saves 20+ hours per month

Tray.io > Tray.ai animation DARK

Homepage Tray.ai logo animation DARK

Tray.io > Tray.ai Animation - LIGHT

Homepage Tray.ai logo animation LIGHT

See all our connectors (Tertiary)

Similar connectors to Kanban Tool and Zendesk Sell

G2-2024-spring_creative

Tray is the leading AI ready integration and automation platform

DigitalOcean - Full - Dark

David Dorman of Digital Ocean works with Tray.io

David Dorman - DigitalOcean

DigitalOcean - David Dorman

Details - Double

Kanban Tool and Zendesk Sell integrations couldn’t be easier with the Tray platform’s robust Kanban Tool and Zendesk Sell connector, which connects any services without the need for separate integration tools.

Kanban Tool and Zendesk Sell integrations couldn’t be easier with the Tray platform’s robust Kanban Tool and Zendesk Sell connectors, which can connect to any service without the need for separate integration tools.

Integrate Kanban Tool and Zendesk Sell with any SaaS application or service using the Tray platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Kanban Tool and Zendesk Sell and any other API, database, webhook, and more.

Kanban Tool and Zendesk Sell integration + automation

Kanban Tool and Zendesk Sell Connector Details

Popular Kanban Tool and Zendesk Sell integrations

Kanban Tool and Zendesk Sell templates