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Salesforce

Zendesk Sell

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ConnectWise

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Copper

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Pipedrive

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Zoho CRM

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Mindbody

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SugarCRM

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Streak

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Intercom

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Pipeliner

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Agile CRM

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Dynamo

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Virtuous CRM

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Groove

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Freshsales

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Freshdesk

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Drift

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Aircall

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Insightly

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

List entities (raw filter)

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

Create entity

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

List entity type attributes

List entity type attributes DDL

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

Update entity

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

Get entity

List party navigation property names DDL

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

List status attribute options

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

Delete entity

Run a raw fetch XML query against the Dynamics instance.

Run fetch XML query (advanced)

Retrieves stored information about the user.

Get user information

List entity types in Microsoft Dynamics 365

List entity types

List one to many relationships

List entity types DDL

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

List entities

List entity set attributes DDL

List entity sets DDL

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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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The ultimate guide to automating the entire lead lifecycle

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Personalization is shifting from email to omni-channel. Are you ready?

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Jellyvision improves lead response speed, conversions, and win rate with automation

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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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Marketing

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Microsoft Dynamics 365

Customer Relationship Management (CRM)

Add comment to ticket

Count the number of members of an organization.

Count organization members

Create automation

Create brand

Create group

Create a group membership entry. This links an agent to a group.

Create group membership

Create one or more group membership entries. This links agents to groups. Assigns a maximum of 100 agents to given groups.

Create group memberships (bulk)

Create a link to connect between a Jira issue and a Zendesk ticket.

Create jira link

Create a macro (one or more actions that modify the values of a ticket's fields).

Create macro

Create or update organization

Create organization

Create organization field

Create schedule

Create sla policy

Create an external target to send notifications to with triggers and automations.

Create target

Create ticket

Create ticket field

Create ticket form

Create a trigger (one or more actions performed when a ticket is created or updated).

Create trigger

Create user

Create user field

Create user identity

Create view

Create a new user if the user does not already exist or update an existing user identified by e-mail address or external ID. To create a new user, please provide a name. To update an existing user, please provide either an email address or external ID

Create/update user

Delete group membership

Delete group memberships (bulk)

Delete a link between a Jira issue and a Zendesk ticket.

Delete jira link

Delete ticket

Delete ticket form

Delete ticket tags

Delete user field

Delete user identity

Filter articles

Get article

Get article attachment

Retrieve a specific article comment from knowledge base.

Get article comment

Get group membership

Get label

Get organization

Get organization custom field

Retrieve the settings that are available for the account.

Get settings

Get ticket

Get information about a specific ticket audit.

Get ticket audit

Get information about a specific ticket form.

Get ticket form

Get user

Imports a ticket to Zendesk from a legacy system. Unlike 'Create ticket', this operation allows you to set system parameters like 'created_at', 'updated_at', and 'solved_at'.

Import ticket

List agents DDL

List all attachments in a specific article.

List article attachments

List article attachments DDL

List the comments created by a specific user, or all comments made by all users on a specific article.

List article comments

List article comments DDL

Retrieve all labels given to a specific article.

List article labels

Retrieve translations for a specific article.

List article translations

List articles

List articles DDL

List assignable group memberships

List the audits linked to a specific ticket.

List audits for a ticket

List audits for a ticket DDL

Retrieve a list of all brands for your account sorted by name.

List brands

List categories

List categories DDL

List custom user roles

List custom user roles DDL

List the group memberships e.g. list the agents and the groups that they are assigned to.

Microsoft Dynamics 365 and Zendesk integration + automation

Popular Microsoft Dynamics 365 and Zendesk integrations

Microsoft Dynamics 365 and Zendesk Connector Details

Microsoft Dynamics 365

Zendesk

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