We have to use this b/c they don't want us using their logo

ADP Generic

ADP Workforce Now

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Lexoffice

Lattice - Icon

Lattice

QuickBooks-icon-color

QuickBooks Online

Kudos - Icon

Kudos

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Sage Intacct

2Checkout

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Adaptive Insights

Sage 300 - Icon

Sage 300

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SAP SuccessFactors

Personio

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Pigment

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PortaBilling

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ExponentHR

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PlanSource

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Expensify

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Stripe

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Xero

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Ordway

Returns information about company specific schema.

Get company specific schema

Will send employee data into Paylocity Onboarding to help ensure an easy and accurate hiring process for subsequent completion into Web Pay.

Add employee to onboarding

Sends new employee data directly to Web Pay. Companies who use the New Hire Template in Web Pay may require additional fields when hiring employees.

Create employee

Sends new or updated employee primary state tax information directly to Web Pay.

Create/Update primary state tax

Sends new employee local tax information directly to Web Pay.

Create local tax

Will send partially completed or potentially erroneous new hire record to Web Link, where it can be corrected and competed by company administrator or authorized Paylocity Service Bureau employee.

Create staged employee

Sends new or updated employee earnings information directly to Web Pay.

Create/Update earning

Sends new or updated employee employee benefit setup information directly to Web Pay.

Create/Update employee benefit setup

Sends new or updated employee non-primary state tax information directly to Web Pay.

Create/Update non-primary state tax

Delete earning

Delete local tax

Get employee

Get All Company Codes for the selected company and resource.

List company codes

Returns a list of custom fields for a category.

List custom fields

Returns a list of earnings for an employee.

List earnings

Returns a list of employee data currently available in Web Pay.

List employees

Returns a list of local taxes for an employee.

List local taxes

Updates existing employee data in WebPay.

Update employee

Paylocity1

Integrations

Fast, easy, and robust Paylocity integrations

Paylocity2

Automation

Paylocity automation for any use cases

Paylocity3

Use cases

Stand up heavy-duty Paylocity automation

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For finance

Advanced Paylocity use cases for finance

Paylocity5

For recruiting

Uplevel the candidate experience now

Dropbox

Dropbox is a modern workspace designed to reduce busywork-so you can focus on the things that matter. Sign in and put your creative energy to work.

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Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

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Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

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Paylocity

Human Resources Information Systems (HRIS)

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

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

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Sales

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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

Paylocity and Anaplan integration + automation

Popular Paylocity and Anaplan integrations

Paylocity and Anaplan Connector Details

Paylocity

Anaplan

Tray.io is the leader in low-code automation

Similar connectors to Paylocity and Anaplan

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