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HubSpot

Salesforce Pardot - Icon

Salesforce Pardot

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Lexoffice

Klaviyo - Icon

Klaviyo

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QuickBooks Online

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Listrak

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Salesforce Marketing Cloud

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Sage Intacct

2Checkout

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Adaptive Insights

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Sage 300

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Act-On

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Remarkety

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Acoustic Campaign

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Marketo

MailChimp

Mailchimp

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Pigment

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PortaBilling

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Emarsys

Retrieve the details of an existing charge refund by ID.

Retrieve a charge refund

Create a new bank account for customer from a payment token.

Create bank account from token

Processes a void of a charge request that times out. It cannot be used to void a charge that has already been settled.

Void a charge transaction

Retrieve a specific bank account associated with a customer.

Get bank account

Retrieve a list of bank accounts associated with a customer.

List customer bank accounts

Capture charge funds

Create a new bank account for customer with bank account details.

Create bank account

Create a new charge from a credit card registered on file.

Create charge

Create a new payment token associated with a bank account.

Create payment token

Delete bank account

Retrieve a list of credit cards associated with a customer.

List customer credit cards

Create a new ECheck debit from a bank account token.

Create echeck debit

Fully or partially refund an existing charge.

Refund a charge

Retrieve the details of an credit card transaction that has been previously created.

Retrieve a charge

Retrieve the details of an echeck transaction that has been previously created.

Retrieve an echeck

Retrieve the details of an ECheck refund transaction that has been previously created.

Retrieve an echeck refund

Full or partial refund an existing ECheck transaction. Refund requests made on the same day as the associated debit request may result in the transaction being voided. Refunds cannot be issued unless the original debit has succeeded (this process typically takes approximately three business days).

Void or refund an echeck

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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How to close the sales revenue gap

Connector Department - Finance and Accounting - Cards

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Finance and Accounting

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QuickBooks Payments

Get custom field value

Adds an existing contact to an existing automation.

Add contact to automation

Subscribes an existing contact to a list.

Add contact to list

Create contact

Get deal

Creates a new contact custom field. Important Notes: When the field_type is dropdown, radio, checkbox or listbox, you need to add field options using Create custom field option operation.

Create custom field

Creates a new contact custom field option.

Create custom field option

Creates a new contact custom field value.

Create custom field value

Create deal pipeline

Create deal stage

Create note

Create deal task

Create deal task type

Create list

Creates a new email message to the system.

Create message

Adds a new contact to the system or updates an existing one based on email address.

Create/update contact

Delete deal

Delete deal pipeline

Delete deal stage

Delete message

Get contact

Get user

List automations

List custom fields values

List custom fields values DDL

List deal pipelines

List deal pipelines DDL

List deal stages

List deal stages DDL

List deal tasktypes DDL

List deals

List deals DDL

List groups

List lists

Update contact

View many email messages with a single API call.

List messages

List users

Update custom field value

Update deal

Update deal pipeline

Update deal stage

Update deal task

Update deal task type

Update note

Delete contact note

Create deal

Delete contact

Get campaign

List contacts

List contacts DDL

List custom fields

List custom fields DDL

List deal task types

List deal tasks DDL

List lists DDL

List deal tasks

List users DDL

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

Raw HTTP request (advanced)

Update message

ActiveCampaign 1

Integrations

Integrate ActiveCampaign fast

ActiveCampaign 2

Automation

Easy ActiveCampaign automation

ActiveCampaign 3

Use Cases

Scale ActiveCampaign use cases

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

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Aberdeen Report: Marketing technology—controlling the chaos

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Personalization is shifting from email to omni-channel. Are you ready?

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Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

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Jellyvision improves lead response speed, conversions, and win rate with automation

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

Connector Department - Marketing - Cards

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David Dorman of Digital Ocean works with Tray.io

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DigitalOcean - David Dorman

Marketing

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ActiveCampaign

Marketing Automation Platform (MAP)

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Product - Experiences

Product - Capabilities

Product - Platform Features

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

QuickBooks Payments and ActiveCampaign integration + automation

Popular QuickBooks Payments and ActiveCampaign integrations

QuickBooks Payments and ActiveCampaign Connector Details

QuickBooks Payments

ActiveCampaign

Tray.io is the leader in low-code automation

Similar connectors to QuickBooks Payments and ActiveCampaign

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