Asana-icon-color

Asana

Lexoffice - Icon

Lexoffice

QuickBooks-icon-color

QuickBooks Online

Airtable-icon-color

Airtable

Google Sheets - Icon

Google Sheets

SageIntacct-icon-color

Sage Intacct

2Checkout

adaptive-insights

Adaptive Insights

Sage 300 - Icon

Sage 300

Zendesk Sell

RUUM-icon-color

ruum by SAP

Monday-icon-color

Monday

Stripe - Icon

Stripe

Paymo - Icon

Paymo

Smartsheet

Pigment logo

Pigment

PortaBilling - Icon

PortaBilling

ManagerPlus - Icon

ManagerPlus

Pex - Icon

Workfront-icon-color

Workfront

Delete project

Delete a holiday for a user

Get project

Delete comment

List tasks

Get task

Create task

Delete task

List all comments for a todo

Update comment

Returns all the meetings for the specified user.

List all meetings for a user

Delete meeting

Get todo list

Update todo list

Delete todo list

Returns a list of all the comments in a project.

List all comments for a project

Get meeting

Returns the details of the specified todo.

Get todo

Create todo

Returns a list of all the todos that are not linked to a project.

List all todos without a project

List users

Delete todo

Returns a list of all the scheduled holidays for the team.

List team holidays

Update a team holiday

Create a team holiday

Delete a team holiday

Returns all the scheduled holidays of a user.

List holidays for a user

Schedules a holiday for the specified user.

Create a holiday for a user

List projects

Create project

Update project

Get user

Update task

Returns a list of all the comments for a user.

List all comments for a user

List meetings

Update meeting

Update a holiday for a user

List projects DDL

Create a comment

Create meeting

Create todo list

Update todo

marketing tools by tray.io

How Automation is Changing the Face of Business

hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

business-automation blog post cover image

business-automation

GDPR compliance for US companies: What you need to know

Connector Department - All - Cards

New Relic - Full - Dark

New Relic - Anonymous

Workstack-icon-color

Workstack

Project 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

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

new-workflow-template-create-slack-notifications-for-zuora-events blog post cover image

new-workflow-template-create-slack-notifications-for-zuora-events

Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

dex-yp-color-logo

Thryv integrates online orders & payments to mobilize 1,500-person sales team

recurly-color-logo

Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

sales-operations-best-practices blog post cover image

sales-operations-best-practices

How to close the sales revenue gap

Connector Department - Finance and Accounting - Cards

Vestorly - Full - Dark

Vestorly - Jonathan Tartell

Finance and Accounting

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

sales marketing mix

Sales ops best practices

pipedrive-color-logo

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.

Intercom - Card

Intercom unlocks new efficiencies with sales automation

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

Connector Department - Sales - Cards

Udemy - Full - Dark

Udemy - Anonymous

Sales

Anaplan-icon-color

Anaplan

Watch the demo CTA Item - Used in main nav

Navigation CTA - Get Started

Product - Experiences

Product - Capabilities

Product - Platform Features

See Pricing / see packages

TUAC Platform Menu Packaging CTA - Option B

Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

logo - ibm

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

Customer Spotlight

UAC Solutions - By Team

UAC Solutions - By Use Case

TUAC Solutions - by application column - view all connectors CTA

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

Tuac Solutions Customer Spotlight: mixpanel cta item

Tuac Solutions Customer Spotlight: mixpanel cta

Mixpanel - White - Full

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

Resources - Learn & Evaluate

Resources - Success

Your journey to automation excellence starts here

Resources

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

Workstack and Anaplan integration + automation

Popular Workstack and Anaplan integrations

Workstack and Anaplan Connector Details

Workstack

Anaplan

Tray.io is the leader in low-code automation

Similar connectors to Workstack and Anaplan

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