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Salesforce Pardot

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HubSpot

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Lexoffice

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Klaviyo

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Listrak

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QuickBooks Online

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Salesforce Marketing Cloud

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ActiveCampaign

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Sage Intacct

2Checkout

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Adaptive Insights

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Act-On

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Sage 300

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Acoustic Campaign

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Remarkety

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Marketo

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Mailchimp

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Stripe

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Pigment

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PortaBilling

Retrieve the details of an existing charge refund by ID.

Retrieve a charge refund

Create a new bank account for customer from a payment token.

Create bank account from token

Processes a void of a charge request that times out. It cannot be used to void a charge that has already been settled.

Void a charge transaction

Retrieve a specific bank account associated with a customer.

Get bank account

Retrieve a list of bank accounts associated with a customer.

List customer bank accounts

Capture charge funds

Create a new bank account for customer with bank account details.

Create bank account

Create a new charge from a credit card registered on file.

Create charge

Create a new payment token associated with a bank account.

Create payment token

Delete bank account

Retrieve a list of credit cards associated with a customer.

List customer credit cards

Create a new ECheck debit from a bank account token.

Create echeck debit

Fully or partially refund an existing charge.

Refund a charge

Retrieve the details of an credit card transaction that has been previously created.

Retrieve a charge

Retrieve the details of an echeck transaction that has been previously created.

Retrieve an echeck

Retrieve the details of an ECheck refund transaction that has been previously created.

Retrieve an echeck refund

Full or partial refund an existing ECheck transaction. Refund requests made on the same day as the associated debit request may result in the transaction being voided. Refunds cannot be issued unless the original debit has succeeded (this process typically takes approximately three business days).

Void or refund an echeck

Finance Leader

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

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Optimize your events with Zuora-Slack integration

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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QuickBooks Payments

List sequences

List sequences DDL

List subscriber fields DDL

List tags DDL

Retrieve a list of tags by subscriber ID.

List tags by subscriber

Remove tag

Remove tag by email

Unsubscribe email address from forms and sequences (courses).

Unsubscribe email

Get subscriber

Retrieve the metadata of a subscriber field.

Get subscriber field

Retrieve a list of custom fields for the account.

List custom fields

List custom fields DDL

List forms

List forms DDL

Get purchase

List purchases

Create form subscriber

Add subscriber to a sequence (course) by email.

Create sequence subscriber

Create tag

Returns the name and the primary email address of the current account.

Get current account

Retrieve a list of all subscribers. Can be filtered if required.

List subscribers

Retrieve list of subscriptions by form ID.

List subscriptions by form

Retrieve list of subscriptions by sequence (course) ID.

List subscriptions by sequence

Retrieve list of subscriptions by tag ID.

List subscriptions by tag

List tags

Update subscriber

Convertkit 1

Integrations

Convertkit integrations made easy

Convertkit 2

Automation

Powerful Convertkit automation

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Use cases

Convertkit automation for power users

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The ultimate guide to automating the entire lead lifecycle

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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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ConvertKit

Marketing Automation Platform (MAP)

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Enabling your entire organization to deliver on the promise of automation

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IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

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Mixpanel accelerates mission-critical order-to-cash process by 25%

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Similar connectors to QuickBooks Payments and ConvertKit

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QuickBooks Payments and ConvertKit integrations couldn’t be easier with the Tray Platform’s robust QuickBooks Payments and ConvertKit connector, which connects any services without the need for separate integration tools.

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

Integrate QuickBooks Payments and ConvertKit with any SaaS application or service using the Tray Platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to QuickBooks Payments and ConvertKit and any other API, database, webhook, and more.

QuickBooks Payments and ConvertKit integration + automation

QuickBooks Payments and ConvertKit Connector Details

Popular QuickBooks Payments and ConvertKit integrations

QuickBooks Payments and ConvertKit templates