LogicMonitor

Kazoo HR

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LiveRamp

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Lodash

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LeafLink

Absorb

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Aeries

Grafana

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Sailthru

Kanban Tool

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Rev.io

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Postmates

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PayPal

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Zuora

PowerSchool

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Ellucian Ethos

Clubhouse

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Evisort

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Constant Contact

Fetches an array of all the global fields that exist on organizations.

Get global fields organizations

Deletes an opportunity with a specified opportunity ID.

Delete opportunity

Creates a new field value with the supplied parameters.

Create field value

Creates a new note with the supplied parameters.

Create note

Creates a new opportunity with the supplied parameters.

Create opportunity

Creates a new organization with the supplied parameters.

Create organization

Creates a new person with the supplied parameters.

Create person

Deletes an organization with a specified organization ID.

Delete organization

Deletes a person with a specified person ID.

Delete person

Download an entity file with a specified entity file ID.

Download entity file

Fetch an entity with a specified Entity file ID.

Get entity file

Fetches an array of all the global fields that exist on people and return an array of the global fields that exist on people for your team.

Get global fields persons

Returns all the list entries in the list with the supplied list ID.

Get list entries

Gets the details for a specific note given the existing note ID.

Get note

Fetches an opportunity with a specified opportunity ID.

Get opportunity

Fetches an organization with a specified organization ID.

Get organization

Fetches a person with a specified person ID.

Get person

List all entity files within your organization. The result will be an object with two fields: 'entity_files' and 'next_page_token'. You can set the value of next_page_token to be sent as the query parameter page_token in another request to retrieve the next page of results.

List entity files

Returns all fields based on the parameters provided.

List fields

List fields DDL

Returns a collection of all the lists visible to you.

List lists

List lists DDL

Returns all field values attached to a person, organization, opportunity.

List notes

Searches your team’s data and fetches all the opportunities that meet the search criteria. The search term can be a part of an opportunity’s name.

Search opportunities

Searches your team’s data and fetches all the organizations that meet the search criteria. The search term can be a part of an organization’s name or domain.

Search organizations

Searches your teams data and fetches all the persons that meet the search criteria. The search term can be part of an email address, a first name or a last name.

Search persons

Updates an existing opportunity with opportunity ID with the supplied parameters.

Update opportunity

Updates an existing organization with organization ID with the supplied parameters.

Update organization

Updates an existing person with person_id with the supplied parameters. Only attributes that need to be changed must be passed in.

Update person

Uploads files attached to the entity with the given ID. The file will display on the entity’s profile, provided that the entity is not a person internal to the user’s organization.

Upload entity files

Affinity1

Integrations

Easily integrate Affinity

Affinity2

Automation

Limitless Affinity automation

Affinity3

Use cases

In-depth Affinity automations

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

Connector Department - Sales - Cards

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Sales

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Affinity

Contact Management

Get an account's billing information from Recurly, using the account's unique ID.

Get account billing information

Get an account from Recurly, using it's unique ID.

Get account

Get acquisition data for an account from Recurly, using the account's unique ID.

Get account acquisition data

Get an coupon from Recurly, using it's unique ID.

Get coupon

Get an invoice from Recurly, using it's unique ID.

Get invoice

Get a plan from Recurly, using it's unique ID.

Get plan

Get a plan add on from Recurly, using it's the plan ID and the add on ID.

Get plan addon

Get an subscription from Recurly, using it's unique ID.

Get subscription

Get a transaction from Recurly, using it's unique ID.

Get transaction

Get a list of the coupons an account has redeemed.

List account coupon redemptions

Get a list of the invoices for an account.

List account invoices

Get a list of an account's transactions, including purchases and refunds.

List account transactions

Get a list of the accounts in a Recurly site.

List accounts

List coupons

Get a list of the coupon redemptions applied to an invoice.

List invoice coupon redemptions

Get a list of line items for a invoice by its ID in a Recurly site.

List invoice line items

Get a list of the invoices in a Recurly site.

List invoices

Get a list of the line items in a Recurly site.

List line items

Get a list of the addons in a Recurly plan.

List plan addons

Get a list of the plans in a Recurly site.

List plans

Get a list of all the sites you have access to.

List sites

List sites DDL

Get a list of the subscriptions in a Recurly site.

List subscriptions

Updates an account's acquisition data, setting details on how a customer was found.

Update account acquisition data

Get a list of the transactions that have occurred in a Recurly site.

List transactions

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

Raw HTTP request (advanced)

Recurly provides enterprise-class subscription billing management for thousands of businesses worldwide.

Receive a webhooks from Recurly, which are triggered for all events in your Recurly account. TIP: you'll need to set the webhook up manually in Recurly to trigger workflows.

On webhook

Recurly

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

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Vestorly - Jonathan Tartell

Finance and Accounting

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Subscription Management

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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

Affinity and Recurly integration + automation

Popular Affinity and Recurly integrations

Affinity and Recurly Connector Details

Affinity

Recurly

Tray.io is the leader in low-code automation

Similar connectors to Affinity and Recurly

Discover the ultimate AI-powered iPaaS that supercharges your business with quick, seamless ecosystem integrations.