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Salesforce

Zendesk Sell

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Zoho CRM

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Yodiz

Google Sheets - Icon

Google Sheets

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Monday

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Airtable

ConnectWise - Icon

ConnectWise

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Pipedrive

Copper - Icon

Copper

Mindbody - Icon

Mindbody

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SugarCRM

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Streak

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Trello

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Pipeliner

Smartsheet

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Virtuous CRM

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Workfront

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Agile CRM

Freshsale

Freshsales

Run queries against entity data (uses FetchXML query strings). Enables more advanced operations such as aggregation of data e.g sum, count, max, etc.

Query entity data

Retrieves stored information about the user.

Get user information

List party navigation property names DDL

Update an entity of any type in your Microsoft Dynamics 365 account.

Update entity

Delete an entity of any type in your Microsoft Dynamics 365 account.

Delete entity

Get an entity of any type from your Microsoft Dynamics 365 account.

Get entity

List entity types in Microsoft Dynamics 365

List entity types

List entity types DDL

Create an entity of any type in your Microsoft Dynamics 365 account.

Create entity

Get a list of entities from your Microsoft Dynamics 365 account.

List entities

Get a list of entities from your Microsoft Dynamics 365 account and filter them with a user defined query.

List entities (raw filter)

List entity set attributes DDL

List entity sets DDL

List entity type attributes

List entity type attributes DDL

List one to many relationships

Get a list of possible options for a dropdown attribute, such as lead status.

List status attribute options

Run a raw fetch XML query against the Dynamics instance.

Run fetch XML query (advanced)

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Streamline strategic sales with an automated deal desk

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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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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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DigitalOcean - David Dorman

Marketing

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Microsoft Dynamics 365

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.

Microsoft Dynamics 365 and Asana integration + automation

Popular Microsoft Dynamics 365 and Asana integrations

Microsoft Dynamics 365 and Asana Connector Details

Microsoft Dynamics 365

Asana

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