Anaplan and Copper integration + automation

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

Popular Anaplan and Copper integrations

Uses

Sales, Finance and Accounting

Category

Finance and Accounting

Connector type

Tray Connector

Triggers

None

Operations

Start import, Delete uploaded file, Download file, Get deletion task status, Get export metadata, Get export task status, Get import metadata, Get import task status, Get model, Get process task status

Uses

Marketing, Sales

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

Webhook (advanced)

Operations

List pipeline stages DDL, List pipeline stages for pipeline DDL, List pipelines DDL, Update opportunity, Update person, Company exists?, Activity exists?, Are leads enabled?, Create activity, Create company

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.

Tray.io is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021

Popular Finance and Accounting and Customer Relationship Management (CRM) Connectors

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