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Postmates

Grafana

Clubhouse

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Zuora

ClickUp

AWS Cognito

PowerSchool

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Constant Contact

Atlassian

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Amplitude

LogicMonitor

ellucian-ethos (1)

Ellucian Ethos

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AWS CloudWatch

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Alteryx

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AWS Cloudfront

Kanban Tool

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Kazoo HR

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Talkdesk

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Google Contacts

List licenses DDL

Retrieve an individual staff member by ID.

Get staff member

Get strain

Upload product image

Create product line

Get contact

Get payment

Archive customer

Archive product

Create a new company activity entry object for a company you have CRM management access for.

Create activity entry

Create contact

Create customer

Create payment

Create product

Create strain

Set the delete flag to true on a company activity entry by ID.

Delete activity entry

Set the delete flag to true on a contact by ID.

Delete contact

Delete line item

Delete an order. This operation is supported only for draft orders.

Delete order

Delete product image

Get activity entry

Get brand

Retrieve details about the company that the current user is authorized to access.

Get company

Get customer

Get customer tier

Get license

Retrieve an individual license type by ID.

Get license type

Get line item

Get order

List order statuses DDL

Get product

Get product category

Get product image

Get product line

Get product subcategory

List all company activity entry objects of companies the requester has CRM management access for.

List activity entries

List batches DDL

List all brands for all active companies the user is a member of.

List brands

List brands DDL

List buyer orders

Update product line

List buyers DDL

List all active companies the Requesting User is staff member of.

List companies

List companies DDL

List company staff

List company staff DDL

List all licenses for a user's companies.

List licenses

List all contacts for all active companies where the user has the "MANAGE_CRM" permission.

List contacts

List contacts DDL

List customer tiers

List customer tiers DDL

List all customers of active companies the Requesting User is also a staff member of.

List customers

List customers DDL

List delivery providers DDL

List license classifications DDL

List license numbers DDL

List all licenses types available on LeafLink.

List license types

List license types DDL

List all line items for all active companies where the user can manage received orders.

List line items

List listing states DDL

List order statuses

List all received orders for all active companies where the user can manage received orders.

List orders

List orders DDL

List payments

List product categories

List product categories DDL

List product images

List all product lines for all active companies where the user has permission to do so.

List product lines

List product lines DDL

List all Product Subcategories in LeafLink.

List product subcategories

List product subcategories DDL

List all products for all active companies.

List products

List products DDL

List strain classifications DDL

List all strains for all active companies the requesting user belongs to and has permission to manage the inventory.

List strains

List strains DDL

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

Raw HTTP request (advanced)

Perform an order transition action. Valid actions are: [submit, accept, fulfill, cancel, reject, ship, complete].

Transition order

Update a company activity entry object for a company you have CRM management access for.

Update activity entry

Update contact

Update customer

Update line item

Update order

Update product

LeafLink is a wholesale management platform for the cannabis industry

Webhook

LeafLink

LeafLink1

Integration

Low-code LeafLink integration

LeafLink2

Automation

LeafLink automation for any use case

LeafLink3

Use cases

Heavy-duty LeafLink integrations

Dex Yp used Tray.io to connect their MarTech stack

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

marketing tools by tray.io

How Automation is Changing the Face of Business

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

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

Connector Department - E-Commerce - Cards

Fico - Full - Dark

Fico - Anonymous

E-Commerce

LeafLink - Icon

Contact Management

Lists contact names from your organisation

List contact names DDL

List user names DDL

Get user

Update lead

Get lead

List lead names DDL

List lead contact names DDL

List all the users who are members of the same organizations as you are.

List users

List types DDL

Create a new lead - be aware that sending a blank request will create a blank lead

Create lead

Delete lead

List leads

List lead statuses for your organization


List lead statuses DDL

Merge two leads - be aware the source lead will be deleted after it's merged into the destination lead. If conflicts exist the data from the destination lead will be kept and the data from the source lead will be discarded

Merge leads

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

LeafLink and Close integration + automation

Popular LeafLink and Close integrations

LeafLink and Close Connector Details

LeafLink

Close

Tray is the leading AI ready integration and automation platform

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