Adaptive Insights + Shopify
Integration + Automation

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Adaptive Insights
+
Shopify

Adaptive Insights and Shopify Solutions

Uses

Finance and Accounting, E-Commerce

Business professionals that want to integrate Adaptive Insights with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

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    Integrate with any app with our unique Universal Connector

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    Easily use our drag-and-drop workflow builder

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    Receive hands-on Adaptive Insights support for ensured success

The Tray Platform gives us speed, agility, visibility, and cost savings. And better yet, it lets us be proactive with our marketing in a way that we couldn’t before. It has become a core part of our marketing infrastructure.

David Dorman, Director of Growth and Demand Generation, DigitalOcean
Adaptive Insights

Adaptive Insights

Connection Type

Service connector Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Create account

Create dimension

Create dimension value

Create level

Create user

Shopify

Shopify

Connection Type

Service connector Tray Connector

Triggers

GDPR Webhook

Webhook

Operations

Cancel fulfillment

Cancel order

Close order

Complete fulfillment

Count customers

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Popular Use Cases

Shopify logo
HubSpot logo

New Shopify order updates a HubSpot contact to a customer

NetSuite logo
Shopify logo

Create a NetSuite order for new purchase in Shopify

Xero logo
Shopify logo

Create Xero invoices from Shopify orders

QuickBooks logo
Shopify logo

Create password locked invoices for QuickBooks Online customers for new Shopify orders

QuickBooks logo
Shopify logo

Quote prices through QuickBooks Online for customized Shopify orders

QuickBooks logo
Shopify logo

Create invoices for QuickBooks Online customers from new Shopify orders

Shopify logo
salesforce-marketing-cloud

New Shopify order updates a Salesforce Marketing Cloud opportunity

Shopify logo
Slack logo

Post all new paid orders from Shopify to Slack

Slack logo
Shopify logo

Get a monthly report on Shopify orders in Slack

Marketo logo
Shopify logo

Attribute Shopify orders to nurture campaigns in Marketo

Facebook logo
Shopify logo

Add new Facebook Lead Ads leads as Shopify customers

Xero logo
Shopify logo

Create Xero invoices from Shopify orders

QuickBooks logo
Shopify logo

Create a QuickBooks Online invoice for new Shopify orders

Shopify logo
Gmail logo

Welcome Shopify customers with personalized emails in Gmail

What would you like to connect?