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
How Tray.ai makes this work
webCRM plugs into the whole Tray.ai platform
Intelligent Integration
Integrate and automate across 6,000+ apps, databases, APIs, and services with visual workflows, error handling, and observability.
Learn more →Agent Builder
Build AI agents that read, write, and take action in webCRM — with guardrails, audit, and human-in-the-loop.
Learn more →Agent Gateway for MCP
Expose webCRM actions as governed MCP tools — observable, rate-limited, authenticated.
Learn more →Tray Helix
Build apps on webCRM data with your AI assistant, then deploy, run, and govern them on Tray.ai.
Learn more →More sales apps on Tray.ai
Dedicated connectors and other apps Tray.ai reaches in the same category. See every sales connector →
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.
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