Microsoft Office 365 - Icon

Microsoft Office 365

Lexoffice - Icon

Lexoffice

QuickBooks-icon-color

QuickBooks Online

SageIntacct-icon-color

Sage Intacct

2Checkout

adaptive-insights

Adaptive Insights

Sage 300 - Icon

Sage 300

Google Drive - Icon

Google Drive

GSuite-icon-color

G Suite

Microsoft One Drive - Icon

Microsoft OneDrive

Stripe - Icon

Stripe

Pigment logo

Pigment

PortaBilling - Icon

PortaBilling

PandaDoc - Icon

PandaDoc

Pex - Icon

Expensify-icon-color

Expensify

DocRaptor-icon-color

DocRaptor

Ordway - Icon

Ordway

Square - Icon

Square

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TikTok Shop

Retrieve further pages of results with a cursor.

Continue list (pagination)

Retrieve a "latest" cursor for "List folder content".

Get latest folder content cursor

Copy a file/folder from a specified path to target location.

Copy file/folder

Create file request

Create folder

Add a template to be associated with the current authenticated user account.

Create template

Retrieve information about the current user's account.

Get account info

Get file request

Get template

Retrieve the metadata for a file or folder.

Get file/folder metadata

List file requests

List file requests DDL

List folder content

List folder content DDL

List the Template IDs associated with this user.

List templates

List templates DDL

Add property groups to a Dropbox file. Template property groups can be created using the "Create template" operation.

Apply created template

Get a file from your dropbox account using its path.

Get file by path

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

Raw HTTP request (advanced)

Update file request

Upload file

Tray-IO Blog 6

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

BLOG - Hot Topic

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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David Dorman of Digital Ocean works with Tray.io

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DigitalOcean - David Dorman

Marketing

marketing tools by tray.io

How Automation is Changing the Face of Business

Streamline strategic sales with an automated deal desk

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

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business-automation

GDPR compliance for US companies: What you need to know

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New Relic - Anonymous

Dropbox - Icon

Dropbox

Content Collaboration Software

List branding themes DDL

List invoice numbers DDL

Retrieves a list of tenancy IDs associated with your account.

List tenancies

Allows you to apply payments to approved AR and AP invoices or refund AR or AP credit notes.

Apply payments

Create bank transfer

Allows you to add contacts to a Xero organisation.

Create contacts

Create invoice notes

Create update bank transaction

Create/update invoice

Deletes an invoice. If the current status of the invoice is DRAFT or SUBMITTED, this will assign the DELETED status to the invoice. Otherwise, if the status of the invoice is AUTHORISED this will assign the VOIDED status to the invoice.

Delete invoice

Delete payment

Emails an invoice to the contact associated with the invoice.

Email invoice

Get a payment

Get account

List tenancies DDL

Retrieves information about a bank transaction.

Get bank transaction

Retrieves information about a bank transfer.

Get bank transfer

Get contact

Retrieves a single sales invoice or purchase bill by invoice ID or number.

Get invoice

To integrate your application with Xero's online invoicing, you can retrieve the online invoice url for sales (ACCREC) invoices. Note: you cannot retrieve an online invoice URL for DRAFT invoices.

Get invoice URL

Get item

Retrieves information about a Xero organisation.

Get organisation

List account IDs DDL

List account codes DDL

List accounts

List attachments

List bank transactions

List bank transactions DDL

List bank transfers

List bank transfers DDL

List branding themes

List contacts

List contacts DDL

List credit note IDs DDL

List currencies

List currencies DDL

List invoice IDs DDL

Retrieves a list of history records associated with an invoice.

List invoice notes

Retrieves a list of sales invoices or purchase bills.

List invoices

List item codes DDL

List items

List line item IDs DDL

List overpayment IDs DDL

List payments

List prepayment IDs DDL

Allows you to update contacts of a Xero organisation

Update contacts

Uploads an attachment to a bank transfer.

Upload attachment to bank transfer

Upload attachment to invoice

Xero is online accounting software that helps you to save time on your paperwork and get paid faster.

Webhook

Xero

Xero 1

Integrations

Fast, easy Xero integrations

Xero 2

Automation

Automate Xero without limits

Xero 3

Use Cases

Next-level Xero automated processes

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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sales-operations-best-practices

How to close the sales revenue gap

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Vestorly - Jonathan Tartell

Finance and Accounting

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Product - Experiences

Product - Capabilities

Product - Platform Features

See Pricing / see packages

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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

Customer Spotlight

Dropbox and Xero integration + automation

Popular Dropbox and Xero integrations

Dropbox and Xero Connector Details

Dropbox

Xero

Tray.io is the leader in low-code automation

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