Uses
Finance and Accounting, HR
Category
ERP Systems
Triggers
None
Connector type
Tray Connector
Operations
Create record, Delete record, Filter Records (advanced query), Find records, Find records DDL, Get field for replace DDL, Get record, List field options, List field options DDL, List record fields
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Uses
All, Marketing
Category
Triggers
None
Connector type
Tray Connector
Operations
Create client folder, Create contact, Create custom field, Create segment, Create subscriber list, Create subscription, Get client folder, Get contact, Get custom field, Get segment
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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.