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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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Lexoffice

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Lever

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QuickBooks Online

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Agile CRM

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Sage Intacct

The Tray platform has connector to integrate Ring Central with your stack

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RingCentral

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Adaptive Insights

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Sage 300

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SalesforceIQ

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Ringover

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Mindbody

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Pipedrive

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Insightly

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Dynamo

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Pigment

Create call comment

Create contact

Create insight card

Delete a recording for a specified call. Warning this action cannot be undone.

Delete call recording

Delete contact

Get call

Retrieve details for a specified contact.

Get contact

Get number

List calls

List contacts

List numbers

List tags

List tags DDL

List teams

Retrieve a list of users on your account.

List users

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

Raw HTTP request (advanced)

Retrieve a list of calls to match the search criteria.

Search calls

Retrieve a list of contacts to match the search criteria.

Search contacts

Update contact

Update number

Update user

Delete webhook

List events DDL

List webhooks

Select one or more events. When these events occur it will trigger another execution of the workflow

Webhook

Aircall

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Curb customer churn with preemptive workflows

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Learn how to prioritize customer support queues 

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Together, Zendesk + Tray.io close the gap between customer support, sales and the rest of the company.

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Finally, an answer to customer churn

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How to integrate NPS into Salesforce CRM

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Customer Success and Support

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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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

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Sales

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Telephony

Customer Relationship Management (CRM)

This only removes private content. Default content and the import data source model object remain.

Delete uploaded file

You can download files that were uploaded or download files after carrying out an export.

Download file

Get deletion task status

Get the metadata for an export definition.

Get export metadata

Get export task status

Get the metadata for an import definition.

Get import metadata

Get import task status

Retrieves the model with the given model ID.

Get model

Get process task status

List the deletion actions for a given model.

List deletion actions

List deletion actions DDL

Gets the list of running process tasks. Any completed tasks are not listed.

List deletion tasks

List exports

List exports DDL

List files

List files DDL

Gets the list of running import tasks. Any completed tasks are not listed.

List import tasks

List imports

List imports DDL

List models

List models DDL

List process tasks

List processes

List processes DDL

List workspace models

List workspace models DDL

List workspaces

List workspaces DDL

Start deletion

Start export

Start import

Start process

Upload a file. To upload a file with the API in Anaplan, it must first exist in Anaplan. If not, use the Anaplan interface for the initial upload. Afterward, you can use the API for subsequent uploads. 

Upload file

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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Anaplan

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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

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A strategic platform with solutions for mission critical use cases

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

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Your journey to automation excellence starts here

Resources

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

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Similar connectors to Aircall and Anaplan

Tray.io is the leader in low-code automation

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Aircall and Anaplan integrations couldn’t be easier with the Tray Platform’s robust Aircall and Anaplan connector, which connects any services without the need for separate integration tools.

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

Integrate Aircall and Anaplan with any SaaS application or service using the Tray Platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Aircall and Anaplan and any other API, database, webhook, and more.