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Lexoffice

LivePerson LiveEngage

LivePerson

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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

Retention Rocket

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Freshdesk

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Intercom

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Gainsight

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Stripe

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Pigment

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PortaBilling

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GatherUp

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Drift

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Expensify

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Xero

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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sales-operations-best-practices

How to close the sales revenue gap

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Vestorly - Jonathan Tartell

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

Create brand

Create group

Create a group membership entry. This links an agent to a group.

Create group membership

Create one or more group membership entries. This links agents to groups. Assigns a maximum of 100 agents to given groups.

Create group memberships (bulk)

Create a link to connect between a Jira issue and a Zendesk ticket.

Create jira link

Create a macro (one or more actions that modify the values of a ticket's fields).

Create macro

Create or update organization

Create organization

Create organization field

Create schedule

Create sla policy

Create an external target to send notifications to with triggers and automations.

Create target

Create ticket

Create ticket field

Create ticket form

Create a trigger (one or more actions performed when a ticket is created or updated).

Create trigger

Create user

Delete ticket tags

Create user field

Create user identity

Create view

Create a new user if the user does not already exist or update an existing user identified by e-mail address or external ID. To create a new user, please provide a name. To update an existing user, please provide either an email address or external ID

Create/update user

Delete group membership

Delete group memberships (bulk)

Delete user field

Delete a link between a Jira issue and a Zendesk ticket.

Delete jira link

Delete ticket form

Delete user identity

Filter articles

Get article

Get article attachment

Imports a ticket to Zendesk from a legacy system. Unlike 'Create ticket', this operation allows you to set system parameters like 'created_at', 'updated_at', and 'solved_at'.

Import ticket

Retrieve a specific article comment from knowledge base.

Get article comment

Get group membership

Get label

Get organization

Get organization custom field

List agents DDL

Get ticket

Get information about a specific ticket audit.

Get ticket audit

Get information about a specific ticket form.

Get ticket form

Get user

List all attachments in a specific article.

List article attachments

List article attachments DDL

List the comments created by a specific user, or all comments made by all users on a specific article.

List article comments

List article comments DDL

Retrieve all labels given to a specific article.

List article labels

Retrieve translations for a specific article.

List article translations

List articles

List assignable group memberships

List the audits linked to a specific ticket.

List audits for a ticket

Retrieve a list of all brands for your account sorted by name.

List brands

List ticket fields

List categories

List categories DDL

List custom user roles

List custom user roles DDL

List the group memberships e.g. list the agents and the groups that they are assigned to.

List group memberships

Get a list of all of the groups in your Zendesk account.

List groups

List groups DDL

List all labels in knowledge base that can be applied to articles.

List labels

List labels DDL

Retrieve a list of locales available to the account.

List locales

List locales DDL

Get a list of all of the memberships (users) attached to this organization.

List organization memberships

Get a list of all of the organizations in your Zendesk account, grouped into pages.

List organizations

Zendesk

Anaplan and Zendesk integration + automation

Popular Anaplan and Zendesk integrations

Anaplan and Zendesk Connector Details

Anaplan

Zendesk

Tray.io is the leader in low-code automation

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