Salesforce-icon-color

Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Asana-icon-color

Asana

Google Sheets - Icon

Google Sheets

QuickBooks-icon-color

QuickBooks Online

Monday-icon-color

Monday

ConnectWise - Icon

ConnectWise

Airtable-icon-color

Airtable

Pipedrive - Icon

Pipedrive

Copper - Icon

Copper

Stripe - Icon

Stripe

Streak-icon-color

Streak

Smartsheet

Mindbody - Icon

Mindbody

SageIntacct-icon-color

Sage Intacct

SugarCRM - Icon

SugarCRM

Workfront-icon-color

Workfront

Zoho CRM - Icon

Zoho CRM

Trello - Icon

Trello

Pipeliner-icon-color

Pipeliner

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

hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

pipedrive-color-logo

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.

Intercom - Card

Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

Connector Department - Sales - Cards

Udemy - Full - Dark

Udemy - Anonymous

Sales

Zendesk Sell

Project Management

Customer Relationship Management (CRM)

Delete ICItem

Return the entity with the key from Order Entry Orders (OEOrders).

Get OEOrder

Return the entity with the key from POInvoices.

Get POInvoice by sequence key

Return the entity with the key from POPurchaseOrders.

Get POPurchaseOrder by sequence key

Return the entity with the key from POReceipts.

Get POReceipt by sequence key

Update ARCustomer

Delete ARCustomer by number

Delete entity in EntitySet ARNationalAccounts.

Delete ARNationalAccount by number

Create a new entity to EntitySet POPurchaseOrders.

Create POPurchaseOrder

Create a new entity to EntitySet POReceipts.

Create POReceipt

Create a new entity to EntitySet Order Entry Miscellaneous Charges (OEMiscellaneousCharges).

Create OEMiscellaneousCharge

Create a new entity to EntitySet Order Entry Orders (OEOrders).

Create OEOrder

Delete APVendor by number

Delete an entity from EntitySet Order Entry Miscellaneous Charges (OEMiscellaneousCharges).

Delete OEMiscellaneousCharge

Return the entity with the key from APVendors.

Get APVendor by number

Return the entity with the key from ARCustomers.

Get ARCustomer by number

Return the entity with the key from ARNationalAccounts.

Get ARNationalAccount by number

Returns the entity with the key from ICAdjustments.

Get ICAdjustment

Returns the entity with the key from ICItems.

Get ICItem

Returns the entity with the key from ICLocations.

Get ICLocation

Return the entity with the key from Order Entry Credit Debit Notes (OECreditDebitNotes).

Get OECreditDebitNote

Return the entity with the key from Order Entry Invoices (OEInvoices).

Get OEInvoice

Return the entity with the key from Order Entry Miscellaneous Charges (OEMiscellaneousCharges).

Get OEMiscellaneousCharge

List APVendors

List ARCustomers

List ARNationalAccounts

List ICAdjustments

List ICItems

Replace an entity in EntitySet Order Entry Miscellaneous Charges (OEMiscellaneousCharges).

Replace OEMiscellaneousCharge

Update APVendors

Update entity in EntitySet ARNationalAccounts.

Update ARNationalAccount

Update ICItem

Update an entity in EntitySet Order Entry Miscellaneous Charges (OEMiscellaneousCharges).

Update OEMiscellaneousCharge

Replace entity in EntitySet ARNationalAccounts.

Replace ARNationalAccount

Replace ICItem

Create a new entity to EntitySet APVendor.

Create APVendor

Create a new entity to EntitySet ARCustomers.

Create ARCustomer

Create a new entity to EntitySet ARNationalAccounts.

Create ARNationalAccount

Create a new entity to EntitySet ICAdjustment.

Create ICAdjustment

Create ICItem

List ICLocations

Return the EntitySet of Order Entry Credit Debit Notes (OECreditDebitNotes).

List OECreditDebitNotes

Return the EntitySet of Order Entry Invoices (OEInvoices).

List OEInvoices

Return the EntitySet of Order Entry Miscellaneous Charges (OEMiscellaneousCharges).

List OEMiscellaneousCharges

Return the EntitySet of Order Entry Orders (OEOrders).

Zendesk Sell and Sage 300 integration + automation

Popular Zendesk Sell and Sage 300 integrations

Zendesk Sell and Sage 300 Connector Details

Zendesk Sell

Sage 300

Tray is the leading AI ready integration and automation platform

Similar connectors to Zendesk Sell and Sage 300