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Lexoffice

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QuickBooks Online

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Sage Intacct

2Checkout

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Adaptive Insights

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Sage 300

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Recurly

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Rev.io

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PayPal

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Pigment

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PortaBilling

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Expensify

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Stripe

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Xero

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Ordway

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Square

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TikTok Shop

Braintree

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BlueSnap

Add a coupon to an existing subscription. 

Add coupon to subscription

Create customer

Update subscription

Archive product

Cancel subscription

Create coupon

Create migration

Create product

Create subscription

Delete customer

Get the exact URL required for a customer to access the Billing portal.

Get billing management link

Returns an invoice based on the ID provided.

Get invoice

Get product

List country codes DDL

Lists all customers associated with your site

List customers

List customer subscriptions

List events by site

Retrieve a list of all events for a subscription

List events by subscription

Retrieve a list of invoices for a site filtered if required

List invoices

Retrieve a list of payment profiles for a site

List payment profiles

List payment profiles by customer DDL

List all  for a site. Can be filtered if required.

List subscriptions

Retrieve list of transactions by site. Can be filtered if required.

List transactions by site

Retrieve list of transactions by subscription. Can be filtered if required.

List transactions by subscription

Search for a customer by ID, email, reference or organization.

Search customers

Update customer

Update product

After a subscription has been created, you may enable or disable the on/off component any time. The method creates a new allocation, setting the current allocated quantity for the Component and recording a memo.

Create Allocation for On or Off Component

Webhook

Chargify

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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Subscription Management

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

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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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IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

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

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

Integrate Chargify 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 Chargify and Anaplan and any other API, database, webhook, and more.