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Connectors / Sales · HTTP Connector

Automate webCRM with Tray.ai

Create an organisation, create a person and create an opportunity in webCRM, and start a workflow when webCRM sends “Organisation created”.

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What can you do with webCRM on Tray.ai?

webCRM is a sales CRM for tracking organisations, contacts, opportunities, deliveries, activities and meetings in one shared database. Tray.ai connects to webCRM through the HTTP Connector, so your workflows can call the webCRM API alongside the rest of your stack.

  • When webCRM sends “Opportunity created”, alert the sales manager in your team chat.
  • Create an organisation in webCRM when a new customer signs up in your billing system.
  • Sync the new details to your email marketing list when webCRM sends “Person updated”.
Connects through
HTTP Connector
Authentication
A bearer token

What the webCRM API covers

6 resources and 29 documented actions, each one a call the HTTP Connector can make from a Tray.ai workflow.

Organisations

  • List organisations
  • Get an organisation
  • Create an organisation
  • Update an organisation

Persons

  • List persons
  • Get a person
  • Create a person
  • Update a person
  • Search persons
  • Merge persons

Opportunities

  • List opportunities
  • Get an opportunity
  • Create an opportunity
  • Update an opportunity
  • Convert an opportunity to delivery

Deliveries

  • List deliveries
  • Get a delivery
  • Create a delivery
  • Update a delivery

Activities

  • List activities
  • Get an activity
  • Create an activity
  • Update an activity
  • Add an activity note

Meetings

  • List meetings
  • Get a meeting
  • Create a meeting
  • Update a meeting
  • Delete a meeting

Events webCRM can send to a Tray.ai webhook trigger

  • Organisation created
  • Organisation updated
  • Organisation deleted
  • Person created
  • Person updated
  • Opportunity created
  • Opportunity updated
  • Delivery created
  • Activity created
  • Meeting created

Checked against webCRM's own documentation on 2026-10-22

api.webcrm.com/documentation/index.html

Frequently asked questions

What can a Tray.ai workflow do in webCRM?

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The webCRM API documents 29 actions across 6 resources (Organisations, Persons, Opportunities, Deliveries, Activities, Meetings). For example: List organisations; List persons; List opportunities. A workflow can make any documented call through the HTTP Connector.

How does Tray.ai authenticate with webCRM?

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The webCRM API uses a bearer token. You save it once as a Tray.ai authentication, and the HTTP Connector adds it to every request.

Which webCRM events can start a Tray.ai workflow?

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webCRM sends 10 events to a webhook URL, for example: Organisation created; Organisation updated; Organisation deleted; Person created; Person updated; Opportunity created; Opportunity updated; Delivery created. A Tray.ai webhook trigger receives them and starts a workflow.

See webCRM working against your stack.

We'll walk through a tailored demo with your systems plugged in.

Great — a couple more details

This helps us connect you with the right person. Optional, and you can skip it.