Uses
Finance and Accounting, Marketing, Product
Category
Subscription Management
Triggers
None
Connector type
Tray Connector
Operations
List customer activities, List customer attributes, Remove custom attributes, Remove tags, Cancel subscription, Create customer, Create customer attributes, Create customer attributes with email, Create customer tags, Create customer tags with email
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Uses
Product
Category
Contact Management
Triggers
None
Connector type
Tray Connector
Operations
Create comment, Create story, Create task, Delete comment, Delete story, Delete task, Get comment, Get epic, Get project, Get story
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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.