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HubSpot

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Salesforce Pardot

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Klaviyo

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Listrak

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Salesforce Marketing Cloud

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ActiveCampaign

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Remarkety

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Acoustic Campaign

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Recurly

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Rev.io

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Marketo

MailChimp

Mailchimp

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PayPal

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Emarsys

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Eloqua

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Iterable

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Impartner

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GetResponse

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Drip

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Easypromos

Creates invoices for a given API customer.

Create invoices

Cancels a subscription that was generated from an imported invoice.

Cancel subscription

Creates a plan in ChartMogul under the specified data source.

Create plan

Creates a customer in ChartMogul under the specified data source.

Create customer

Adds custom attributes to a given customer.

Create customer attributes

Adds custom attributes to customers that have the specified email address.

Create customer attributes with email

Adds tags to customers that have the specified email address.

Create customer tags with email

Creates a transaction in ChartMogul under the specified data source.

Create transaction

Delete a customer from your Chartmogul account.

Delete customer

Deletes the specified invoice object and all its associated data.

Delete invoice

Retrieves the Monthly Recurring Revenue (MRR), for the specified time period.

Get MMR

Retrieves a customer from your ChartMogul account.

Get customer

Retrieves a data source object from your ChartMogul account.

Get data source

Retrieves an invoice object from your ChartMogul account.

Get invoice

Retrieves a plan from your ChartMogul account.

Get plan

Returns a list of activities for a given customer.

List customer activities

Return a list of custom attributes for a given customer.

List customer attributes

Returns a list of invoice objects created using the API for a given customer.

List customer invoices

Retrieves subscriptions of a given customer.

List customer subscriptions

Returns a list of all customer in your ChartMogul account.

List customers

Returns a list of invoices created using the API in your ChartMogul account.

List invoices

Returns a list of plans in your ChartMogul account.

List plans

Removes custom attributes from a given customer.

Remove custom attributes

Returns a list of all customer objects with the specified email address in your ChartMogul account.

Search customers

Updates a customer in ChartMogul under the specified data source.

Update customer

Updates the custom attributes of a given customer.

Update customer attributes

Create customer tags

List customers DDL

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

Raw HTTP request (advanced)

Remove tags

Updates a plan object in your ChartMogul account.

Update plan

Finance Leader

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

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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

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

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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.

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Marketing

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Make customer insights actionable with product usage data

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Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

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Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

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FullContact offers customer intelligence APIs to enable companies to understand their customers holistically.

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Product

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ChartMogul

Subscription Management

Create contact record

Delete contact record

Retrieve an individual contact record by ID

Get contact record

Get a contact record's activity facts and scores.

Get contact record fact and score data

Get list

Get message report

Get a drilldown report for a specific email message

Get message report drilldown

Check whether upsert async contact record upload is complete

Get upsert upload status

Add/remove individual records from multiple subscription category by email address.

Opt in / Opt out email from multiple subscription categories

List all lists

List messages

Get a list of subscriptions listed by category.

List subscription categories

List subscription categories DDL

Get a list of categories that an email address has explicitly opted into.

List subscription category opt ins by email

Get a list of records specifically opted out of a specific category

List subscription opt outs

Add/remove individual contact records from a subscription category by email address

Opt in / Opt out email from subscription category

Update a contact record in a list using its ID

Update contact record

Update an existing record or insert a new contact record using the email address that you specify using the following logic. If the email address exists in the list, only the first record matching that email address is updated with the data you provide. If the email address is not already in the list, a new record is added. Please take note that this means that any duplicate records are NOT updated.

Upsert contact record

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Act-On

Marketing Automation Platform (MAP)

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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

ChartMogul and Act-On integration + automation

Popular ChartMogul and Act-On integrations

ChartMogul and Act-On Connector Details

ChartMogul

Act-On

Tray.io is the leader in low-code automation

Similar connectors to ChartMogul and Act-On

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