LogicMonitor

Kazoo HR

Lodash-icon-color

Lodash

LiveRamp - Icon

LiveRamp

LeafLink - Icon

LeafLink

Absorb

Kanban Tool

Affinity - Icon

Affinity

aeries

Aeries

Sailthru - Icon

Sailthru

Grafana

Recurly - Icon

Recurly

Rev.io - Icon

Rev.io

Postmates-icon-color

Postmates

PayPal - Icon

PayPal

ellucian-ethos (1)

Ellucian Ethos

PowerSchool

Evisort - Icon

Evisort

Zuora - Icon

Zuora

Clubhouse

Add a coupon to an existing subscription. 

Add coupon to subscription

Create customer

Update subscription

Archive product

Cancel subscription

Create coupon

Create migration

Create product

Create subscription

Delete customer

Get the exact URL required for a customer to access the Billing portal.

Get billing management link

Returns an invoice based on the ID provided.

Get invoice

Get product

List country codes DDL

Lists all customers associated with your site

List customers

List customer subscriptions

List events by site

Retrieve a list of all events for a subscription

List events by subscription

Retrieve a list of invoices for a site filtered if required

List invoices

Retrieve a list of payment profiles for a site

List payment profiles

List payment profiles by customer DDL

List all  for a site. Can be filtered if required.

List subscriptions

Retrieve list of transactions by site. Can be filtered if required.

List transactions by site

Retrieve list of transactions by subscription. Can be filtered if required.

List transactions by subscription

Search for a customer by ID, email, reference or organization.

Search customers

Update customer

Update product

After a subscription has been created, you may enable or disable the on/off component any time. The method creates a new allocation, setting the current allocated quantity for the Component and recording a memo.

Create Allocation for On or Off Component

Webhook

Chargify

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

Connector Department - Finance and Accounting - Cards

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Vestorly - Jonathan Tartell

Finance and Accounting

Chargify - Icon

Subscription Management

Delete all rows that match a specific filter.

Delete Rows By Filter

Delete Rows

Delete column

Delete columns

Export an in memory CSV data into a plain text file using a template configuration

Export File

Export an in memory CSV into a JSON file for persistence and use elsewhere.

Export JSON

Find rows in the table that match a specific filter.

Find Rows By Filter

Change the characters (such as delimiter and escape character) used in a CSV. This operation may be required for CSVs with embedded new lines and quote character in cell values.

Format CSV

Generate a list of column descriptions from a JSON object (ignoring nested arrays and objects), and provide optional column type definitions to change the types of some fields.

Generate columns from object

Return all columns from single row in the CSV.

Get Row

Return the number of rows that are available in an in memory CSV.  This doesn't take into account content.

Get Row Count

Return all columns from a number of rows from in the CSV.

Get Rows

Return a single column from a number of rows from in the CSV.

Get column from rows

Delete a specific CSV created in Current Run and Account scope.

Delete a CSV

Update a single column in multiple rows using a function

Update by Function

Add Rows

Parse Text

Sort CSV

Update Cell

Create a temporary CSV for use within the current workflow execution from an existing file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV From File

Create a temporary CSV for use within the current workflow execution from an existing XLSX file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV From XLSX File

Add Column

Export an in memory CSV into a file for persistence and use elsewhere.

Export CSV

Rename Column

Create a temporary CSV for use within the current workflow execution.  You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV

Duplicate

Return the number of columns that are available in an in memory CSV.

Get Column Count

Import an external CSV file into an existing in memory CSV

Import Data

Duplicate Column

Return the data in a specifc cell in the CSV.

Get Cell

Create a temporary CSV for use within the current workflow execution from an existing XML file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV From XML File

Add Row

Join two CSVs together based on a common field, using a left, inner or outer join. Indexes will automatically be created on for the columns chosen.

Join CSVs

Rename Columns

Set new values in all rows matching given filters, in the CSV

Update Rows by Filter

Find the first row in the table that matches a specific filter.

Find Row

Delete Row

CSV 1

Integration

Integrate your CSVs with any data source, fast

CSV 2

Automation

Powerful CSV automation

CSV 3

Use cases

Take full control of your CSV data

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

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Aberdeen Report: Marketing technology—controlling the chaos

BLOG - Hot Topic

Personalization is shifting from email to omni-channel. Are you ready?

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Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

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Jellyvision improves lead response speed, conversions, and win rate with automation

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

Connector Department - Marketing - Cards

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David Dorman of Digital Ocean works with Tray.io

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DigitalOcean - David Dorman

Marketing

CSV-icon-color

Contact Management

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Product - Experiences

Product - Capabilities

Product - Platform Features

See Pricing / see packages

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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

Chargify and CSV integration + automation

Popular Chargify and CSV integrations

Chargify and CSV Connector Details

Chargify

CSV

Tray.io is the leader in low-code automation

Similar connectors to Chargify and CSV

Try Tray today and see for yourself. No strings attached.