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Universal Connector

Onsite CRM and Monday integration + automation

Onsite CRM and Monday integrations couldn’t be easier with the Tray platform’s robust Onsite CRM and Monday connectors, which can connect to any service without the need for separate integration tools.

Onsite CRM and Monday Connector Details

Onsite CRM

Onsite CRM

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UsesSales
CategoryCustomer Relationship Management (CRM)
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Onsite CRM connector available at the moment.

To get data in and out of Onsite CRM, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

UsesAll
CategoryProject Management
Connector TypeTray Connector
Operations
Archive boardMove item to groupUpdate multiple column valuesCreate itemList teamsUpdate column valueArchive itemCreate boardList boardsCreate updateDelete itemList users
View documentation

Tray allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
Udemy

Tray is the leading AI ready integration and automation platform

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