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HubSpot

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Salesforce Pardot

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Lexoffice

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Klaviyo

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QuickBooks Online

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Listrak

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Salesforce Marketing Cloud

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Sage Intacct

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ActiveCampaign

2Checkout

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Sage 300

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Act-On

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Remarkety

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Acoustic Campaign

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Marketo

MailChimp

Mailchimp

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Pigment

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PortaBilling

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Emarsys

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

Workday Adaptive Planning 1

Integrations

Easy Workday Adaptive Planning integrations

Workday Adaptive Planning 2

Automation

Simple Workday Adaptive Planning automation

Workday Adaptive Planning 3

Use Cases

Power Workday Adaptive Planning use cases

Finance Leader

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

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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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adaptive-insights

Adaptive Insights

List editable fields by object type DDL

Creates an email from the raw HTML code you provide in the 'HTML content' input property.

Create an email

List email folders DDL

List account contact and custom objects DDL

List custom objects DDL

List external asset types DDL

List import priorities DDL

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

Raw HTTP request (advanced)

Upload data for a contact import definition.

Upload data for contact import definition

Create activity export

Create activity import

Create an external activity for a contact.

Create an external activity

Create contact

Create contact export definition

Create contact import definition

Creates a contact list that matches the criteria specified by the request body.

Create contact list

Creates a contact segment that matches the criteria specified by the request body.

Create contact segment

Creates a new contact sync action definition.

Create contact sync action

Create a custom object for use in your Eloqua account.

Create custom object

Create custom object data

Create external asset

Create landing page

Create sync

Delete activity export

Deletes a specific activity export definition's data.

Delete activity export data

Delete activity import

Deletes a specific activity import definition's data.

Delete activity import data

Delete a single contact export definition by its ID.

Delete contact export definition

Delete the data associated with a contact export definition.

Delete contact export definition data

Delete a single contact import definition by its ID.

Delete contact import definition

Delete the data associated with a contact import definition.

Delete contact import definition data

Deletes the specified contact sync action definition.

Delete contact sync action

Delete a custom object with a particular ID.

Delete custom object

Delete a particular data record for a custom object.

Delete custom object data

Delete external asset

Deletes sync data for a contact sync action definition.

Delete sync data for contact sync action definition

Get account

Get activity export

Retrieves an activity export's synced data.

Get activity export data

Get activity field

Get activity import

List activity exports DDL

Get bulk contact list

Get bulk contact segment

Get campaign

Get contact

Retrieve a single contact export definition by its ID.

Get contact export definition

Retrieves a contact export definition's synced data.

Get contact export synced data

Get contact field

Get contact filter

List contact lists DDL

Retrieve a single contact import definition by its ID.

Get contact import definition

Get contact list

Get contact segment

Retrieves a contact sync action definition.

Get contact sync action definition

List contact lists for name DDL

Get custom object

Get a particular data record for a custom object.

Get custom object data

Get email

Get event registrant

Get external activity

Get external asset

Retrieve a single lead scoring model by its ID.

Get lead scoring model

Get details about a user and the account that they're a member of.

Get login info

Get sync

Retrieves an export sync's data. This endpoint allows you to retrieve data from an export that you have sync'd more than once.

Get sync data

Get a list of Eloqua account fields. This is useful if you're working with creating & updating accounts.

List account fields

List account fields DDL

Retrieves all account groups that match the criteria specified by the request parameters.

Adaptive Insights and Eloqua integration + automation

Popular Adaptive Insights and Eloqua integrations

Adaptive Insights and Eloqua Connector Details

Adaptive Insights

Eloqua

Tray.io is the leader in low-code automation

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