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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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Lever

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Agile CRM

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Aircall

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Recurly

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SalesforceIQ

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Rev.io

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Mindbody

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PayPal

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Pipedrive

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Insightly

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Dynamo

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Pipeliner

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Freshsales

Fastpath

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ConnectWise

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Zoho CRM

Add a single contact to a campaign sequence.

Add contact to campaign sequence

Apply a tag or collection of tags to a contact.

Apply tags to contact

Create a new contact. Some outputs will not be included in the response, in order to view these run a Get contact operation and include the desired fields in the optional properties field.

Create contact

Creates or updates a new contact. Some outputs will not be included in the response, in order to view these run a Get contact operation and include the desired fields in the optional properties field.

Create or update contact

Delete contact

Get campaign

Get contact

Get the custom fields and optional properties for the Contact object.

Get contact model

Get tag

List campaigns

List contacts

List tagged contacts

List tags

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP Request (Advanced)

Remove a single contact from a campaign sequence.

Remove contact from campaign sequence

Remove tags or collection of tags from a contact.

Remove tags from contact

Update contact

List hook event types

Delete hook

Find hook by public URL

List hooks

Webhook

Verify hook subscription

Infusionsoft

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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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

Customer Relationship Management (CRM)

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

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

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Finance and Accounting

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Subscription Management

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Universal Automation Cloud

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Infusionsoft and Chargify integrations couldn’t be easier with the Tray Platform’s robust Infusionsoft and Chargify connector, which connects any services without the need for separate integration tools.

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

Integrate Infusionsoft and Chargify with any SaaS application or service using the Tray Platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Infusionsoft and Chargify and any other API, database, webhook, and more.