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Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Google Sheets - Icon

Google Sheets

Monday-icon-color

Monday

ConnectWise - Icon

ConnectWise

Airtable-icon-color

Airtable

Copper - Icon

Copper

Pipedrive - Icon

Pipedrive

Zoho CRM - Icon

Zoho CRM

Mindbody - Icon

Mindbody

SugarCRM - Icon

SugarCRM

Streak-icon-color

Streak

Smartsheet

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Workfront

Trello - Icon

Trello

Pipeliner-icon-color

Pipeliner

AgileCRM-icon-color

Agile CRM

Dynamo - Icon

Dynamo

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Virtuous CRM

Wrike

Delete contact

Get order

Create a new contact. A contact may represent a single individual or an organization.

Create contact

Delete deal

Delete lead

Delete product

List deal associated contacts

Create call

Create deal

Returns all deals available to the user according to the parameters provided.

Create lead

Create a new note and associate it with a Lead, Contact or Deals resource

Create note

Create order

Create product

Delete call

Returns a stream of events for a specific resource

Firehose

Get call

Get contact

Returns a single deal available to the user, according to the unique deal ID provided. If the specified deal does not exist, the request will return an error.

Get deal

Get lead

Get user

List call outcomes

List call outcomes DDL

List calls

Return all static and custom fields for the Contact resource.

List contact fields

List contact fields DDL

Returns all contacts available to the user according to the parameters provided.

List contacts

List deals

Return all static and custom fields for the Lead resource.

List lead fields

List lead fields DDL

Returns all leads available to the user, according to the parameters provided.

List leads

Returns all line items associated to order.

List line items

List orders

Returns all pipelines available to the user, according to the parameters provided.

List pipelines

Returns all products from the catalog according to the parameters provided.

List products

List users

List users DDL

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

Raw HTTP request (advanced)

Search resources

Update call

Update contact

Update deal

Update lead

Update product

Create a new contact or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple contacts match a set of filters, the request will return an error - 409. If a single contact matches, then the existing contact is updated. If none matches the query, a new contact is created. Notice: Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert contact

Create a new deal or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple deals match a set of filters, the request will return an error - 409. If a single deal matches, then the existing deal is updated If none matches the query, a new deal is created. Notice - Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert deal

Create a new lead or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple leads match a set of filters, the request will return an error - 409. If a single lead matches, then the existing lead is updated. If none matches the query, a new lead is created. Notice: Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert lead

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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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

Zendesk Sell

Project Management

Customer Relationship Management (CRM)

Add custom field to portfolio

Add custom field to project

Add drop down option to custom field

Add followers to a task. Returns an empty data block. Each task can be associated with zero or more followers in the system. Requests to add/remove followers, if successful, will return the complete updated task record, described above.

Add followers to a task

Add members to portfolio

Add a status update to a project, setting a "message" and a colour reflecting the project's status.

Add project status update

Add project to portfolio

Add tag to task

Add task dependencies

Add task to project

Add task to section

Copy all custom fields from a source project to a destination project. This is operation is only available to premium Asana accounts.

Copy all project custom fields

Copy all tasks from one project to another, including those that are marked completed and archived in the source.

Copy all tasks

Copy a task, copying over the description, followers, and assignee, along with subtasks and custom field settings.

Copy task

Create custom field

Create a new membership in a goal or project.

Create membership

Create portfolio

Create project

Create project section

Create subtask

Create tag

Create task

Add a comment to a task. Comments will appear in the Asana UI to be from the Asana user connected with your tray account.

Create task comment

Delete custom field

Delete a membership for a goal or project.

Delete membership

Delete portfolio

Delete project

Delete section

Delete task

Download task attachments hosted on Asana. Maximum total size of attachments is 500MB.

Download attachments

Get the full record for a single attachment.

Get attachment

Return all metadata for a specified custom field.

Get custom field

Get portfolio

Get project

Get section

Get task

Get team

Get user by email

Get workspace

List colors DDL

List custom field drop down options DDL

List all custom fields in a given workspace.

List custom fields

List custom fields DDL

Return custom fields in a given portfolio.

List custom fields in portfolio

List custom fields in portfolio DDL

Get a list of all of the teams in an organization workspace.

List organization teams

List organization teams DDL

List organizations DDL

List portfolio colors DDL

List portfolio members DDL

Return a list of all projects in a portfolio.

List portfolio projects

List portfolio projects DDL

List portfolios

List portfolios DDL

Retrieve a list of all of the custom fields settings on a project.

List project custom field settings

List project custom field settings DDL

List project custom fields DDL

Get a list of all of the sections in a given project.

List project sections

List project sections DDL

Get a list of all the tasks in a project.

List project tasks

List project tasks DDL

Return the compact section records for all tasks within the given section.

List section tasks

List section tasks DDL

Retrieve a list of all attachments on the task.

List task attachments

Asana

Zendesk Sell and Asana integration + automation

Popular Zendesk Sell and Asana integrations

Zendesk Sell and Asana Connector Details

Zendesk Sell

Asana

Tray is the leading AI ready integration and automation platform

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