Adaptive Insights and Trello integration + automation

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

Adaptive Insights and Trello Connector Details

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Adaptive Insights

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Import modeled sheet dataList sheetsCreate accountExport modeled sheet dataCreate dimensionCreate dimension valueCreate levelCreate userExport data (standard)Import data (standard)List versionsUpdate account
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UsesAll
CategoryProject Management
Triggers
Get webhook by URLWebhook
Connector TypeTray Connector
Operations
Raw HTTP request (advanced)Add card checklistAdd card commentAdd checklist itemCreate new boardCreate new cardCreate new listGet board by IDGet card by IDGet checklist by IDGet list by IDList boards
View documentation

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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