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Salesforce

Zendesk Sell

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Microsoft Dynamics 365

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Zuora

Zoho Creator - Icon

Zoho Creator

Zaius

Zendesk Sunshine

Clubhouse

Grafana

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Postmates

ConnectWise - Icon

ConnectWise

Pipedrive - Icon

Pipedrive

Copper - Icon

Copper

Mindbody - Icon

Mindbody

SugarCRM - Icon

SugarCRM

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Streak

Pipeliner-icon-color

Pipeliner

Virtuous-icon-color

Virtuous CRM

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Agile CRM

Freshsale

Freshsales

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

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E-Commerce

LeafLink - Icon

Contact Management

Creates a new entity and inserts it into a module.

Create specific record

Convert lead

Creates new records or updates existing ones.

Create/Update records

Delete records

Gets information about the current organization

Get organization

Get record

Get user

Checks if the user can convert a record in the current module.

List convertable modules DDL

Checks if the user can create a record in the current module.

List creatable modules DDL

Checks if the user can delete a record in the current module.

List deletable modules DDL

Retrieves the field meta data for the specified module. The fields displayed are from all layouts for the module and the response does not contain layout-specific fields like mandatory fields or picklist values.

LeafLink and Zoho CRM integration + automation

Popular LeafLink and Zoho CRM integrations

LeafLink and Zoho CRM Connector Details

LeafLink

Zoho CRM

Tray is the leading AI ready integration and automation platform

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