Anaplan and Act-On integration + automation

Anaplan and Act-On integrations couldn’t be easier with the Tray Platform’s robust Anaplan and Act-On connectors, which can connect to any service without the need for separate integration tools.

Anaplan and Act-On Connector Details

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Anaplan

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UsesFinance and Accounting, Sales
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Delete uploaded fileDownload fileGet deletion task statusGet export metadataGet export task statusGet import metadataGet import task statusGet modelGet process task statusList deletion actionsList deletion tasksList exportsand 1 more...
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UsesMarketing
CategoryMarketing Automation Platform (MAP)
Connector TypeTray Connector
Operations
Create contact recordDelete contact recordGet contact recordGet contact record fact and score dataGet listGet message reportGet message report drilldownGet upsert upload statusOpt in / Opt out email from multiple subscription categoriesList all listsList messagesList subscription categories
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Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly

Tray.io is the leader in low-code automation

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