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Lexoffice

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QuickBooks Online

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Sage Intacct

2Checkout

adaptive-insights

Adaptive Insights

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Sage 300

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Recurly

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Rev.io

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PayPal

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Stripe

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Pigment

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PortaBilling

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Expensify

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Xero

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Ordway

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Square

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TikTok Shop

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Chargebee

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Amazon Business

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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Vestorly - Jonathan Tartell

Finance and Accounting

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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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David Dorman of Digital Ocean works with Tray.io

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DigitalOcean - David Dorman

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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Brett Schuenemann - Copper

Copper - Brett Schuenemann

Product

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ChartMogul

Subscription Management

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

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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.

ChartMogul and Anaplan integration + automation

Popular ChartMogul and Anaplan integrations

ChartMogul and Anaplan Connector Details

ChartMogul

Anaplan

Tray.io is the leader in low-code automation

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