ChartMogul and Harvest integration + automation

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

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ChartMogul and Harvest Connector Details

ChartMogul

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UsesFinance and Accounting, Marketing, Product

CategorySubscription Management

Connector TypeTray Connector

Operations

Create invoicesCancel subscriptionCreate planCreate customerCreate customer attributesCreate customer attributes with emailCreate customer tags with emailCreate transactionDelete customerDelete invoiceGet MMRGet customerand 6 more...

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Harvest

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UsesAll, Sales

CategoryScheduling and Time Tracking

Connector TypeTray Connector

Operations

Assign task to projectAssign user to projectCreate clientCreate projectCreate taskCreate time entry via durationCreate time entry via start and end timeGet clientGet logged in userGet projectGet taskGet time entry

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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