Adaptive Insights and Formstack integration + automation

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

Adaptive Insights and Formstack Connector Details

Adaptive Insights logo

Adaptive Insights

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Import modeled sheet dataList sheetsCreate accountExport modeled sheet dataCreate dimensionCreate dimension valueCreate levelCreate userExport data (standard)Import data (standard)List versionsUpdate account
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Formstack

Formstack

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UsesMarketing, All
CategorySurveys and Forms
Triggers
List forms DDLDelete webhookList webhooksWebhook
Connector TypeTray Connector
Operations
List field typesGet field typeUpdate field typeDelete field typeList foldersCreate folderGet folderUpdate folderDelete folderList submissionsGet submissionUpdate submission
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Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly

Tray.io is the leader in low-code automation

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