Lexoffice - Icon

Lexoffice

QuickBooks-icon-color

QuickBooks Online

SageIntacct-icon-color

Sage Intacct

2Checkout

adaptive-insights

Adaptive Insights

Sage 300 - Icon

Sage 300

Pigment logo

Pigment

PortaBilling - Icon

PortaBilling

Pex - Icon

Expensify-icon-color

Expensify

Xero - Icon

Xero

Ordway - Icon

Ordway

Square - Icon

Square

TikTok Shop - Icon

TikTok Shop

Anaplan-icon-color

Anaplan

Braintree

BlueSnap - Icon

BlueSnap

Chargebee - Icon

Chargebee

Boostr - Icon

Boostr

Amazon Business - Icon

Amazon Business

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

new-workflow-template-create-slack-notifications-for-zuora-events blog post cover image

new-workflow-template-create-slack-notifications-for-zuora-events

Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

dex-yp-color-logo

Thryv integrates online orders & payments to mobilize 1,500-person sales team

recurly-color-logo

Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

sales-operations-best-practices blog post cover image

sales-operations-best-practices

How to close the sales revenue gap

Connector Department - Finance and Accounting - Cards

Vestorly - Full - Dark

Vestorly - Jonathan Tartell

Finance and Accounting

InvestCloud

You can preview the upcoming invoice for a customer. This will show you all the charges that are pending, including subscription renewal charges, invoice item charges, etc. It will also show you any discount that is applicable to the customer.

Get upcoming invoice

Retrieve the list of your subscription schedules.

List subscription schedules

Return a list of subscriptions in your Stripe account.

List subscriptions

List subscriptions DDL

List tax IDs by customer

Pay invoice

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

Raw HTTP request (advanced)

Creates a charge for a credit card or other payment source.

Create charge

Get card

Retrieves the details of a charge that has previously been created.

Get charge

Get customer

Returns information about a subscription.

Get subscription

Create card (Advanced)

Create coupon

Create customer

Creates a new subscription on an existing customer.

Create subscription

Delete card

Cancels a customer’s subscription immediately. The customer will not be charged again for the subscription. Its subscription status will be set to canceled.

Delete subscription

Get invoice

Get plan

Get product

Returns information about a subscription item.

Get subscription item

Return a list of transactions that updated the customer's balances.

List balance transactions by customer

Return a list of the bank accounts stored on the customer.

List bank accounts by customer

Returns a list of cards belonging to a customer.

List cards by customers

Retrieves a list of charges. The charges are returned in sorted order, with the most recent charges appearing first.

List charges

List charges DDL

Returns a list of subscription items for a given subscription.

List subscription items

List coupons

List currency codes DDL

Return a list of your customers. The customers are returned sorted by creation date, with the most recent customers appearing first.

List customers

List customers DDL

Return a list of the files that your account has access to.

List files

List invoice items

Returns a list of line items for a given invoice.

List invoice's line items

Return a list of invoices from your Stripe account, based on criteria of your choosing.

List invoices

List invoices DDL

List orders

List orders DDL

List payment intents

Return a list of payment methods for a given customer.

List payment methods

Return a list of people associated with the account's legal entity.

List persons by account

Returns a list of plans in your Stripe account.

List plans

List plans DDL

Return a list of products. The products are returned sorted by creation date, with the most recently created products appearing first.

List products

List products DDL

List setup intents

Update card

Update customer

Updates a new subscription on an existing customer.

Update subscription

List events DDL

Trigger workflows from events that occur via a webhook.

Webhook

Stripe

Stripe - Icon

Watch the demo CTA Item - Used in main nav

Navigation CTA - Get Started

Product - Experiences

Product - Capabilities

Product - Platform Features

See Pricing / see packages

TUAC Platform Menu Packaging CTA - Option B

Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

logo - ibm

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

Customer Spotlight

UAC Solutions - By Team

UAC Solutions - By Use Case

TUAC Solutions - by application column - view all connectors CTA

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

Tuac Solutions Customer Spotlight: mixpanel cta item

Tuac Solutions Customer Spotlight: mixpanel cta

Mixpanel - White - Full

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

Resources - Learn & Evaluate

Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Eventbrite

TUAC Resources Customer Spotlight

Eventbrite - White - Full

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

See all our connectors (Tertiary)

Similar connectors to InvestCloud and Stripe

Connector Awards

Tray.io is the leader in low-code automation

DigitalOcean - Full - Dark

David Dorman of Digital Ocean works with Tray.io

David Dorman - DigitalOcean

DigitalOcean - David Dorman

Details - Single & Double

Start your free trial

Offer Type (Trial)

Campaign ID: Trial

Work Email

Company Name (Clearbit)

First Name (Clearbit)

Last Name (Clearbit)

Phone (Optional)

Company size (Clearbit)

Tray Form Contentful ID - Trial Multistep form

Arrow Button →

You’re only minutes away from joining thousands of organizations using the power of Tray

Sign up to Tray

G2 Crowd Winter 2024

Trial Multistep (pt 1)

Help us customize your experience by telling us a bit about what you would like to do

Personalize your setup

Trial Multistep (pt 2)

Trial Multistep form

Trial Mulitstep Form - Primary Style

Select the type of demo you’d like

Get a demo

Offer Type (multiple choice)

Job Title (Clearbit + Conditional - Company Size 1-99)

Solution Partner Contact - Conditional (Company Size 1-99 & Offer Type 1:1 Demo)

Solution Partner Contact - Conditional (Company Size 101-249 & Offer Type 1:1 Demo)

Solution Partner Contact - Conditional (Company Size 250-499 & Offer Type 1:1 Demo)

Modal Demo Multi (1351)

Get a demo (platform - secondary)

Trials + Demo | MAIN SITEWIDE CTA

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

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

Integrate InvestCloud and Stripe 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 InvestCloud and Stripe and any other API, database, webhook, and more.