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Lexoffice

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QuickBooks Online

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Sage Intacct

2Checkout

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Sage 300

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Stripe

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Pigment

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PortaBilling

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Mattermark

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Full Contact

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Expensify

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Crunchbase

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Xero

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Ordway

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Square

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TikTok Shop

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Datanyze

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Anaplan

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Clearbit

Import pipe delimited CSV data into a modeled sheet. Please be aware that operation may time out if a large import is already taking place in Adaptive Insights.

Import modeled sheet data

List all the sheets in the Adaptive Insights instance

List sheets

Create an account in the Adaptive Insights system. Supports only the following account types: Assumption, GL Account, and Custom Account. It does not support system or linked accounts.

Create account

Export data from a configured modeled sheet. Returns a CSV file with row data from a specified version

Export modeled sheet data

Create dimension in the Adaptive Insights system

Create dimension

Create dimension value in the Adaptive Insights system

Create dimension value

Create level in the Adaptive Insights system

Create level

Create one or more users in the Adaptive Insights system

Create user

Export data from Adaptive Insights. Returns a CSV file with row data from a specified version

Export data (standard)

Inserts or replaces pipe delimited CSV data into into any standard account (GL Account, Custom Account, Assumption, or Exchange Rate) regardless of whether the account has been placed onto a sheet. Please be aware that operation may time out if a large import is already taking place in Adaptive Insights.

Import data (standard)

List all the versions in the Adaptive Insights instance

List versions

Update an existing account in the Adaptive Insights system. Supports only the following account types: Assumption, GL Account, and Custom Account. It does not support system or linked accounts

Update account

Update an existing dimension in the Adaptive Insights system

Update dimension

Update dimension value in the Adaptive Insights system

Update dimension value

Update one or more existing dimensions in the Adaptive Insights system

Update dimensions

Update level in the Adaptive Insights system

Update level

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

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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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Finance and Accounting

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Retrieve contact information by email address.

Get contact by email

Retrieve a list of all address books in the account.

List address books

Create a contact data field within the account.

Create contact data field

Create a contact and add to address book.  If contact is existing, then update contact information and add to address book.

Create or update contact in address book

Retrieve a list of any address books that a contact is in.

List contact address books

Lists all contact data fields within the account.

List contact data fields

List contact data fields DDL

Retrieve a list of all contacts in the account.

List contacts

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

Raw HTTP request (advanced)

List contacts DDL

Retrieve a list of all contacts in a given address or segment by ID.

List contacts in address book

List address books DDL

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How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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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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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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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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Dotdigital

Data Enrichment

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

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

Integrate Adaptive Insights and Dotdigital 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 Adaptive Insights and Dotdigital and any other API, database, webhook, and more.

Adaptive Insights and Dotdigital integration + automation

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Tray.io is the leader in low-code automation

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