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Lexoffice

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QuickBooks Online

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Sage Intacct

2Checkout

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Adaptive Insights

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Sage 300

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Qualaroo

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Jotform

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Stripe

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Promoter.io

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Pigment

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PortaBilling

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Formstack

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GatherUp

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Expensify

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Xero

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Typeform

FreshBooks 1

Integrations 

Easy FreshBooks integrations

FreshBooks 2

Automation

FreshBooks automation for any use case

FreshBooks 3

Use cases

Heavy-duty FreshBooks use cases

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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How to close the sales revenue gap

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Finance and Accounting

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Freshbooks

Retrieve the progress of a specific survey response export request.

Get response export progress

List mailing lists

List mailing lists DDL

Create contact

Create reminder distribution

Create contact import

Create a file that contains the requested responses.

Create response export

Create a single contact in a specified directory.

Create directory contact

Create distribution

Create mailing list

Create a single mailing list in a specified Target Audience directory.

Create mailing list for target audience directory

Create user

Delete a single contact from a directory.

Delete directory contact

Delete user

Retrieve the user ID and other user information associated with an Qualtrics API token or a Qualtrics OAuth access token.

Get authenticated user

Retrieve the general information about an organization.

Get organization

Retrieve a response export file in a format that can be used in other workflow steps.

Get response export file

Retrieve a specific Qualtrics survey by its ID.

Get survey

List activity logs

Retrieve a list of all activity type logging events.

List activity types

List activity types DDL

Retrieve a list of directories with summary information for each directory.

List directories

List directories DDL

List directory contacts

List directory contacts DDL

List distributions

Retrieve a list of all groups known to the user account.

List groups

List groups DDL

Retrieve information on all messages in a library.

List library messages

List library messages DDL

Retrieve the mailing lists in a Target Audience directory, default pagination size is 100.

List mailing lists in directory

Retrieve the contacts in a directory who have opted out.

List opted out directory contacts

Retrieve a list of the Qualtrics surveys.

List surveys

List surveys DDL

Retrieve a list of all users in the collection.

List users

List users DDL

Retrieve a list of users in a specific group.

List users in group

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

Raw HTTP request (advanced)

Retrieve contacts that satisfy conditions you have specified.

Search directory contacts

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

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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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Marketing

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Make customer insights actionable with product usage data

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Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

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Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

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FullContact offers customer intelligence APIs to enable companies to understand their customers holistically.

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Product

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Qualtrics

Surveys and Forms

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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

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Mixpanel accelerates mission-critical order-to-cash process by 25%

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Your journey to automation excellence starts here

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Eventbrite accelerates high-quality integration delivery at scale and lifts customer satisfaction

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

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

Integrate Freshbooks and Qualtrics 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 Freshbooks and Qualtrics and any other API, database, webhook, and more.