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Salesforce

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Microsoft Dynamics 365

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Asana

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Google Sheets

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Monday

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Airtable

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ruum by SAP

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SalesforceIQ

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SAP S/4Hana

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ConnectWise

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Mindbody

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Copper

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Trello

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SugarCRM

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Pipedrive

Smartsheet

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Zoho CRM

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Streak

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Workfront

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Agile CRM

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

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

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Sales

Zendesk Sell

Project Management

Customer Relationship Management (CRM)

Create record

Delete record

SuiteQL is a query language based on the SQL database query language. SuiteQL provides advanced dynamic query capabilities that can be used to access NetSuite records.

Execute SuiteQL (advanced query)

Retrieve a list of records. Execute a raw search query to extract data from NetSuite.

Filter Records (advanced search query)

Find records

Retrieve a list of Record IDs associated with the selected Record type.

Find records DDL

Get field for replace DDL

Get record

List field options

List only fields that have options, for a given record type.

List field options DDL

List all the available fields for a given record type.

List record fields

Retrieve a list of fields associated with the selected Record type.

List record fields 1st level DDL

List record types

List record types DDL

Retrieve a list of Record types that can be transformed into another record type.

List record types to transform from DDL

Retrieve a list of Record types you that you want transform another record type into.

List record types to transform in DDL

List writable record fields DDL

Transform a record from one type into an another, using data from an existing record.

Transform record

Update record

Upsert record

NetSuite1

Integrations

Build powerful NetSuite integrations with ease 

NetSuite2

Automation

Automate ERP with the NetSuite connector

NetSuite3

Use cases

Unlock the full potential of the Netsuite API

NetSuite4

With CRM

Advanced CRM automation for rev ops

NetSuite5

WebEx + more

High-impact NetSuite + WebEx use cases

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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sales-operations-best-practices

How to close the sales revenue gap

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Finance and Accounting

Dropbox

Dropbox is a modern workspace designed to reduce busywork-so you can focus on the things that matter. Sign in and put your creative energy to work.

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Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

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Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

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ANONYMOUS - Social Media Leader

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NetSuite

ERP Systems

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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

Zendesk Sell and NetSuite integration + automation

Popular Zendesk Sell and NetSuite integrations

Zendesk Sell and NetSuite Connector Details

Zendesk Sell

NetSuite

Tray is the leading AI ready integration and automation platform

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