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Postmates

Grafana

Clubhouse

Zuora - Icon

Zuora

Google Maps - Icon

Google Maps

ClickUp

AWS Cognito

PowerSchool

AccuWeather - Icon

AccuWeather

Veeva

ServiceTitan - Icon

ServiceTitan

Constant Contact - Icon

Constant Contact

pestroutes

PestRoutes

Atlassian

Samsara - Icon

Samsara

Amplitude - Icon

Amplitude

LeafLink - Icon

LeafLink

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AWS CloudWatch

ellucian-ethos (1)

Ellucian Ethos

LogicMonitor

Retrieves mobile events such as success, on duty, failed, … for the currently active plan (i.e. the last plan that was sent to drivers). Each request returns up to 500 events which occurred after the specified tag. The result will contain a new tag which you can use in the next request to skip already received events.

List mobile events

Retrieves the status of the planning process.

Get planning status

Creates a new order in the system or updates an existing order.

Create order

Creates update or replace one or more orders in the system. Note that geocoding addresses is not available in this call. The locations for orders must either exist in the system, or be specified via latitude and longitude coordinates. Geocoding is available in Create Order.

Create/Update orders

Delete order

Retrieves the routes for a specific date.

List routes

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP Request (Advanced)

Starts the planning process for the specified date.

Start planning

Updates driver parameters for a particular date and driver start and end location. Any existing routes for the specified date/driver will be unscheduled.

Update driver parameters

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How Automation is Changing the Face of Business

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Streamline strategic sales with an automated deal desk

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The ultimate guide to automating the entire lead lifecycle

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

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business-automation

GDPR compliance for US companies: What you need to know

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OptimoRoute

Vertical

Lists contact names from your organisation

List contact names DDL

List user names DDL

Get user

Update lead

Get lead

List lead names DDL

List lead contact names DDL

Delete contact

List all the users who are members of the same organizations as you are.

List users

List types DDL

Create a new lead - be aware that sending a blank request will create a blank lead

Create lead

Create contact

Delete lead

List contacts

Get contact

Update contact

List leads

List lead statuses for your organization


List lead statuses DDL

Merge two leads - be aware the source lead will be deleted after it's merged into the destination lead. If conflicts exist the data from the destination lead will be kept and the data from the source lead will be discarded

Merge leads

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

sales marketing mix

Sales ops best practices

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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

Connector Department - Sales - Cards

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Udemy - Anonymous

Sales

mark

Close

Contact Management

"Request a trial" -> Trial LP [Primary] | MAIN SITEWIDE CTA

MAIN SITEWIDE CTA | Trial Landing Page

Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

CTA - Universal Automation Cloud LP - "Learn more" - Secondary

Universal Automation Cloud

CTA - Cvent case study - "Show me how" - Primary 

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Cvent migrates 500+ legacy integrations and achieves a 95% customer retention rate

Customer Spotlight

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UAC Solutions - By Team

UAC Solutions - By Use Case

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

Solutions Customer Spotlight: Beyond Finance CTA - Primary

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Beyond Finance reduces employee onboarding time from 10 days to 5 minutes

Resources - Learn & Evaluate

Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Udemy

Resources Customer Spotlight - Primary

Udemy - White Full

Udemy streamlines self-service to enterprise sales process and saves 20+ hours per month

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See all our connectors (Tertiary)

Similar connectors to OptimoRoute and Close

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Tray is the leading AI ready integration and automation platform

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David Dorman of Digital Ocean works with Tray.io

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Header CTA Banner - Welcome to Tray.ai, the AI-ready iPaaS

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Our interactive tour walks you through the Tray platform, showing you how integrations and automations work together to optimize your operations - on your own time, no pressure.

Take interactive tour

First Name

Last Name

Email

Submit (Get a demo)

How did you hear about Tray - Interactive Tour (Hidden)

offer_type (interactive tour)

Salesforce Campaign ID (Interactive Tour)

Interactive Tour Form

"Take interactive tour" -> Interactive Tour Form Modal [Primary]

"Request 1:1 demo" -> Platform Demo 1:1 Form Modal [Primary]

OptimoRoute and Close integrations couldn’t be easier with the Tray platform’s robust OptimoRoute and Close connector, which connects any services without the need for separate integration tools.

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

Integrate OptimoRoute and Close with any SaaS application or service using the Tray platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to OptimoRoute and Close and any other API, database, webhook, and more.

OptimoRoute and Close integration + automation

OptimoRoute and Close Connector Details

Popular OptimoRoute and Close integrations

OptimoRoute and Close templates