LogicMonitor

Kazoo HR

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LiveRamp

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Lodash

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LeafLink

Absorb

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Affinity

aeries

Aeries

Grafana

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Sailthru

Kanban Tool

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Postmates

PowerSchool

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Ellucian Ethos

Clubhouse

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Evisort

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Constant Contact

Criteo

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Talkdesk

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List product rate plan DDL

List product rate plan charges DDL

Create account

Create an export using Zuora Object Query Language

Create export

Execute a query using Zuora Object Query Language

Execute ZOQL query (Advanced)

Get account

Get contact

Get invoice

Retrieve the detailed information about a specified order.

Get order

Get subscription

List accounts

List accounts DDL

List contacts DDL

List invoices DDL

Return information about all orders in your tenant. By default, it returns the first page of the orders.

List orders

List orders DDL

Return the detailed information about all orders for a specified subscription. Any orders containing the changes on the specified subscription are returned.

List orders by subscription number

List payments

List payments DDL

List subscriptions

Update a contact for a specified account.

Update contact

Create payment

Create subscription

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Update account

Update subscription

Attempt to export an available file by Export ID.

Attempt Export

Delete subscription

Get amendments

Get payment

List amendments

List amendments DDL

List subscriptions DDL

List contacts

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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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.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Sales

Finance Leader

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

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Optimize your events with Zuora-Slack integration

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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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Zuora

Contact Management

Delete all rows that match a specific filter.

Delete Rows By Filter

Delete Rows

Delete column

Delete columns

Export an in memory CSV data into a plain text file using a template configuration

Export File

Export an in memory CSV into a JSON file for persistence and use elsewhere.

Export JSON

Find rows in the table that match a specific filter.

Find Rows By Filter

Change the characters (such as delimiter and escape character) used in a CSV. This operation may be required for CSVs with embedded new lines and quote character in cell values.

Format CSV

Generate a list of column descriptions from a JSON object (ignoring nested arrays and objects), and provide optional column type definitions to change the types of some fields.

Generate columns from object

Return all columns from single row in the CSV.

Get Row

Return the number of rows that are available in an in memory CSV.  This doesn't take into account content.

Get Row Count

Return all columns from a number of rows from in the CSV.

Get Rows

Return a single column from a number of rows from in the CSV.

Get column from rows

Delete a specific CSV created in Current Run and Account scope.

Delete a CSV

Update a single column in multiple rows using a function

Update by Function

Add Rows

Parse Text

Sort CSV

Update Cell

Create a temporary CSV for use within the current workflow execution from an existing file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV From File

Create a temporary CSV for use within the current workflow execution from an existing XLSX file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV From XLSX File

Add Column

Export an in memory CSV into a file for persistence and use elsewhere.

Export CSV

Rename Column

Create a temporary CSV for use within the current workflow execution.  You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV

Duplicate

Return the number of columns that are available in an in memory CSV.

Get Column Count

Import an external CSV file into an existing in memory CSV

Import Data

Duplicate Column

Return the data in a specifc cell in the CSV.

Get Cell

Create a temporary CSV for use within the current workflow execution from an existing XML file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV From XML File

Add Row

Join two CSVs together based on a common field, using a left, inner or outer join. Indexes will automatically be created on for the columns chosen.

Join CSVs

Rename Columns

Set new values in all rows matching given filters, in the CSV

Update Rows by Filter

Find the first row in the table that matches a specific filter.

Find Row

Delete Row

CSV 1

Integration

Integrate your CSVs with any data source, fast

CSV 2

Automation

Powerful CSV automation

CSV 3

Use cases

Take full control of your CSV data

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The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

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Aberdeen Report: Marketing technology—controlling the chaos

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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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Marketing

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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

Customer Spotlight

Zuora and CSV integration + automation

Popular Zuora and CSV integrations

Zuora and CSV Connector Details

Zuora

CSV

Tray.io is the leader in low-code automation

Similar connectors to Zuora and CSV

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