Universal Connector

ChartMogul and Workbooks integration + automation

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

ChartMogul and Workbooks Connector Details

ChartMogul - Icon

ChartMogul

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UsesFinance and Accounting, Marketing, Product
CategorySubscription Management
Connector TypeTray Connector
Operations
Create invoicesCancel subscriptionCreate planCreate customerCreate customer attributesCreate customer attributes with emailCreate customer tags with emailCreate transactionDelete customerDelete invoiceGet MMRGet customerand 6 more...
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Workbooks logo

Workbooks

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UsesSales
CategoryCustomer Relationship Management (CRM)
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Workbooks connector available at the moment.

To get data in and out of Workbooks, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

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.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly

Tray.io is the leader in low-code automation

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