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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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ActiveCampaign

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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

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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How to close the sales revenue gap

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Finance and Accounting

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Adaptive Insights

Add up to 1,000 contacts in your SendGrid database to a list in SendGrid. (Legacy Marketing Campaigns)

Add contacts to list - Legacy

Create a new custom field in your SendGrid account. (New Marketing Campaigns)

Create custom field – New

Create a new list in your SendGrid account. (New Marketing Campaigns)

Create list – New

Create a new segment in your SendGrid account. (New Marketing Campaigns)

Create segment – New

Create or update contacts in your SendGrid contacts database. If one of the contacts you specify is different to the existing contact in SendGrid, the contact in SendGrid will be updated with the new details. (Legacy Marketing Campaigns)

Create/update contacts - Legacy

Create or update contacts in your SendGrid contacts database. If one of the contacts you specify is different to the existing contact in Sendgrid, the contact in SendGrid will be updated with the new details. (New Marketing Campaigns)

Create/update contacts – New

Return data on a specific list by ID. (New Marketing Campaigns)

Get list - New

Get a list of campaigns from your SendGrid account. (Legacy Marketing Campaigns)

List campaigns - Legacy

Retrieve a list of all the categories in your SendGrid account.

List categories

Get a list of contacts (recipients) from your SendGrid account. (Legacy Marketing Campaigns)

List contacts - Legacy

List custom fields DDL

List custom fields new DDL

Get a list of all of the custom fields in your SendGrid account. (New Marketing Campaigns)

List custom fields – New

Get a list of all of the lists in your SendGrid account. (Legacy Marketing Campaigns)

List lists - Legacy

Get a list of all of the lists in your SendGrid account. (New Marketing Campaigns)

List lists - New

List lists DDL

List lists new DDL

List reserved fields DDL

List searchable fields DDL

List searchable fields new DDL

Get a list of segments in your SendGrid account. (New Marketing Campaigns)

List segments - New

List templates DDL

List unsubscribe groups DDL

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

Raw HTTP request (advanced)

Search for contacts in your SendGrid account, based on one or more criteria. (Legacy Marketing Campaigns)

Search contacts - Legacy

Send an email to up to 1,000 people via SendGrid.

Send Email

Get a list of contacts (recipients) from your SendGrid account. (New Marketing Campaigns)

List contacts - New

Get a list of all of the custom fields in your SendGrid account. (Legacy Marketing Campaigns)

List custom fields - Legacy

The email service trusted by developers and marketers for time-savings, scalability, and delivery expertise.

Trigger a Tray workflow from webhooks in Sendgrid.

On Webhook

SendGrid

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.

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David Dorman of Digital Ocean works with Tray.io

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Marketing

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Marketing Automation Platform (MAP)

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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

Customer Spotlight

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A strategic platform with solutions for mission critical use cases

Solutions

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Mixpanel accelerates mission-critical order-to-cash process by 25%

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Resources - Success

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Your journey to automation excellence starts here

Resources

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TUAC Resources Customer Spotlight

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Eventbrite accelerates high-quality integration delivery at scale and lifts customer satisfaction

Adaptive Insights and SendGrid integration + automation

Popular Adaptive Insights and SendGrid integrations

Adaptive Insights and SendGrid Connector Details

Adaptive Insights

SendGrid

Tray.io is the leader in low-code automation

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