LogicMonitor

LivePerson LiveEngage

LivePerson

Kazoo HR

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Lodash

LiveRamp - Icon

LiveRamp

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LeafLink

Absorb

Kanban Tool

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Affinity

aeries

Aeries

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Sailthru

Grafana

Retention Rocket

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Postmates

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Zendesk

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Freshdesk

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Intercom

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Gainsight

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Ellucian Ethos

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Drift

Get conversation

Create customer

Create a new note thread on a conversation

Create note

Delete conversation

List customers

List mailboxes

Retrieve a list of tags used across all mailboxes

List tags

Retrieve a list of threads for a conversation

List threads

List users

Update an existing address for a customer

Update address

Update an existing chat handle for a customer

Update chat

Update an existing conversation. Only one field can be updated at a time.

Update conversation

Update customer

Update email

Update an existing phone number for a customer

Update phone

Update an existing thread. Only thread text can be updated at this time.

Update thread

List conversations

Get customer

Create conversation

Get user

Update an existing social profile for a customer

Update social profile

Update tags

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Curb customer churn with preemptive workflows

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Learn how to prioritize customer support queues 

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Together, Zendesk + Tray.io close the gap between customer support, sales and the rest of the company.

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Finally, an answer to customer churn

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How to integrate NPS into Salesforce CRM

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Customer Success and Support

Help Scout

Delete all rows that match a specific filter.

Delete Rows By Filter

Delete Rows

Delete column

Delete columns

Export an in memory CSV data into a plain text file using a template configuration

Export File

Export an in memory CSV into a JSON file for persistence and use elsewhere.

Export JSON

Find rows in the table that match a specific filter.

Find Rows By Filter

Change the characters (such as delimiter and escape character) used in a CSV. This operation may be required for CSVs with embedded new lines and quote character in cell values.

Format CSV

Generate a list of column descriptions from a JSON object (ignoring nested arrays and objects), and provide optional column type definitions to change the types of some fields.

Generate columns from object

Return all columns from single row in the CSV.

Get Row

Return the number of rows that are available in an in memory CSV.  This doesn't take into account content.

Get Row Count

Return all columns from a number of rows from in the CSV.

Get Rows

Return a single column from a number of rows from in the CSV.

Get column from rows

Delete a specific CSV created in Current Run and Account scope.

Delete a CSV

Update a single column in multiple rows using a function

Update by Function

Add Rows

Parse Text

Sort CSV

Update Cell

Create a temporary CSV for use within the current workflow execution from an existing file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV From File

Create a temporary CSV for use within the current workflow execution from an existing XLSX file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV From XLSX File

Add Column

Export an in memory CSV into a file for persistence and use elsewhere.

Export CSV

Rename Column

Create a temporary CSV for use within the current workflow execution.  You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV

Duplicate

Return the number of columns that are available in an in memory CSV.

Get Column Count

Import an external CSV file into an existing in memory CSV

Import Data

Duplicate Column

Return the data in a specifc cell in the CSV.

Get Cell

Create a temporary CSV for use within the current workflow execution from an existing XML file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV From XML File

Add Row

Join two CSVs together based on a common field, using a left, inner or outer join. Indexes will automatically be created on for the columns chosen.

Join CSVs

Rename Columns

Set new values in all rows matching given filters, in the CSV

Update Rows by Filter

Find the first row in the table that matches a specific filter.

Find Row

Delete Row

CSV 1

Integration

Integrate your CSVs with any data source, fast

CSV 2

Automation

Powerful CSV automation

CSV 3

Use cases

Take full control of your CSV data

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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Contact Management

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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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Solutions

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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

Help Scout and CSV integration + automation

Popular Help Scout and CSV integrations

Help Scout and CSV Connector Details

Help Scout

CSV

Tray.io is the leader in low-code automation

Similar connectors to Help Scout and CSV

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