Universal Connector

cb insights and Coda integration + automation

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

cb insights and Coda Connector Details

cb insights

cb insights

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use cb insights connector available at the moment.

To get data in and out of cb insights, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

UsesAll
CategoryContent Collaboration Software
Connector TypeTray Connector
Operations
Create docGet rowInsert rowsList docsList rowsList tablesRaw HTTP request (advanced)Update row
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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.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly

Tray.io is the leader in low-code automation

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