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Salesforce Pardot

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HubSpot

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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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Act-On

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Acoustic Campaign

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Remarkety

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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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GetResponse

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Iterable

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Impartner

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Eloqua

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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

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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

Adds new contacts to an existing Contactlist.

Add contact to contact list

Looks up a specific contact in a segment. If the segment includes the contact, returns true, otherwise returns false.

Check for user in segment

Creates an external event with the specified name.

Create external event

Creates a new field in the contact database. Please note that you cannot create single- or multi-choice fields via the API, nor can you create more than one field at a time.

Create field

Returns the field values of the contacts specified by either their internal identifiers or by a custom property. It is recommended to use the id or uid fields to identify contacts in order to avoid conflicts when using a non-unique field, such as email.

Get contact data

Returns a list of the available Contactlists.

List contact lists

List contact lists DDL

Looks up contacts in the specified Contactlist.

List contacts in contact list

List fields

List fields DDL

List key IDs DDL

Generates a list of the available segments.

List segments

List segments DDL

Retrieves a list of all available options for any given single field.

List single choice field choices

List single fields DDL

Returns a list of the values of the specified field as well as the related contact identifiers (id).

Search contacts

Activates a named external event trigger for a specified contact.

Trigger external event

Updates multiple contacts, or creates them if they do not exist.

Update contacts

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Emarsys

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 Emarsys integration + automation

Popular ChartMogul and Emarsys integrations

ChartMogul and Emarsys Connector Details

ChartMogul

Emarsys

Tray.io is the leader in low-code automation

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