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Salesforce Pardot

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HubSpot

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Lexoffice

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Klaviyo

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Listrak

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QuickBooks Online

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Salesforce Marketing Cloud

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Sage Intacct

2Checkout

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Act-On

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Sage 300

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Acoustic Campaign

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Remarkety

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Marketo

MailChimp

Mailchimp

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Stripe

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Pigment

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PortaBilling

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GetResponse

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Emarsys

Import pipe delimited CSV data into a modeled sheet. Please be aware that operation may time out if a large import is already taking place in Adaptive Insights.

Import modeled sheet data

List all the sheets in the Adaptive Insights instance

List sheets

Create an account in the Adaptive Insights system. Supports only the following account types: Assumption, GL Account, and Custom Account. It does not support system or linked accounts.

Create account

Export data from a configured modeled sheet. Returns a CSV file with row data from a specified version

Export modeled sheet data

Create dimension in the Adaptive Insights system

Create dimension

Create dimension value in the Adaptive Insights system

Create dimension value

Create level in the Adaptive Insights system

Create level

Create one or more users in the Adaptive Insights system

Create user

Export data from Adaptive Insights. Returns a CSV file with row data from a specified version

Export data (standard)

Inserts or replaces pipe delimited CSV data into into any standard account (GL Account, Custom Account, Assumption, or Exchange Rate) regardless of whether the account has been placed onto a sheet. Please be aware that operation may time out if a large import is already taking place in Adaptive Insights.

Import data (standard)

List all the versions in the Adaptive Insights instance

List versions

Update an existing account in the Adaptive Insights system. Supports only the following account types: Assumption, GL Account, and Custom Account. It does not support system or linked accounts

Update account

Update an existing dimension in the Adaptive Insights system

Update dimension

Update dimension value in the Adaptive Insights system

Update dimension value

Update one or more existing dimensions in the Adaptive Insights system

Update dimensions

Update level in the Adaptive Insights system

Update level

Workday Adaptive Planning 1

Integrations

Easy Workday Adaptive Planning integrations

Workday Adaptive Planning 2

Automation

Simple Workday Adaptive Planning automation

Workday Adaptive Planning 3

Use Cases

Power Workday Adaptive Planning 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

Connector Department - Finance and Accounting - Cards

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Vestorly - Jonathan Tartell

Finance and Accounting

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Adaptive Insights

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

Integrate ActiveCampaign fast

ActiveCampaign 2

Easy ActiveCampaign automation

ActiveCampaign 3

Scale ActiveCampaign use cases

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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

BLOG - Hot Topic

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

See Pricing / see packages

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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

Customer Spotlight

Adaptive Insights and ActiveCampaign integration + automation

Popular Adaptive Insights and ActiveCampaign integrations

Adaptive Insights and ActiveCampaign Connector Details

Adaptive Insights

ActiveCampaign

Tray.io is the leader in low-code automation

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