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Lexoffice

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Lokalise

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QuickBooks Online

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Sage Intacct

2Checkout

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Samsara

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Sage 300

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AccuWeather

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Stripe

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Google Maps

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Pigment

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PestRoutes

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PortaBilling

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Lufthansa

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Oxford Dictionaries

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Fixer

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Expensify

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Xero

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ServiceTitan

Import pipe delimited CSV data into a modeled sheet. Please be aware that operation may time out if a large import is already taking place in Adaptive Insights.

Import modeled sheet data

List all the sheets in the Adaptive Insights instance

List sheets

Create an account in the Adaptive Insights system. Supports only the following account types: Assumption, GL Account, and Custom Account. It does not support system or linked accounts.

Create account

Export data from a configured modeled sheet. Returns a CSV file with row data from a specified version

Export modeled sheet data

Create dimension in the Adaptive Insights system

Create dimension

Create dimension value in the Adaptive Insights system

Create dimension value

Create level in the Adaptive Insights system

Create level

Create one or more users in the Adaptive Insights system

Create user

Export data from Adaptive Insights. Returns a CSV file with row data from a specified version

Export data (standard)

Inserts or replaces pipe delimited CSV data into into any standard account (GL Account, Custom Account, Assumption, or Exchange Rate) regardless of whether the account has been placed onto a sheet. Please be aware that operation may time out if a large import is already taking place in Adaptive Insights.

Import data (standard)

List all the versions in the Adaptive Insights instance

List versions

Update an existing account in the Adaptive Insights system. Supports only the following account types: Assumption, GL Account, and Custom Account. It does not support system or linked accounts

Update account

Update an existing dimension in the Adaptive Insights system

Update dimension

Update dimension value in the Adaptive Insights system

Update dimension value

Update one or more existing dimensions in the Adaptive Insights system

Update dimensions

Update level in the Adaptive Insights system

Update level

Workday Adaptive Planning 1

Integrations

Easy Workday Adaptive Planning integrations

Workday Adaptive Planning 2

Automation

Simple Workday Adaptive Planning automation

Workday Adaptive Planning 3

Use Cases

Power Workday Adaptive Planning 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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sales-operations-best-practices

How to close the sales revenue gap

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Vestorly - Jonathan Tartell

Finance and Accounting

adaptive-insights

Adaptive Insights

Set operator's status for a request as accepted.

Accept request

Add Maintenance Request Comment

Archive Move Request

Create Maintenance Request

Cancel Maintenance Request

Set operator's status for a request as complete.

Complete request

Create Maintenance Category

Create Move Request

Create room

Send a custom request to iOffice (advanced). Can only be used with POST API endpoints

Custom Create Operation

Send a custom request to iOffice (advanced). Can only be used with DELETE API endpoints

Custom Delete Operation

Send a custom request to iOffice (advanced). Can only be used with GET API endpoints

Custom Get Operation

Send a custom request to iOffice (advanced). Can only be used with PUT API endpoints

Custom Update Operation

Delete Move Request

Get details of a single maintenance category.

Get Maintenance Category

Get details of a single maintenance request.

Get Maintenance Request

Get statistics about all maintenance requests.

Get Maintenance Request Stats

List Maintenance Requests

Get details about a single maintenance request type.

Get Maintenance Request Type

List Assets

Get Move Request

Get Priority

Get Product

Get User

Get room

Set operator's status for a request as on hold.

Hold request

List Maintenance Categories

List Maintenance Request Types

List Move Requests

List Move Statuses

List Move Tasks

List Move Types

List Priorities

List Products

List Rooms

List Users

List buildings

List floors

List room types

Modify Maintenance Request

Set operator's status for a request as rejected.

Reject request

Set operator's status for a request as resumed.

Resume request

Set Maintenance Request Status

Set operator's status for a request as started.

Start request

Update Move Request

case-study-travel-leader

Travel and hospitality leader positions itself for powerful revenue growth

Travel and hospitality leader customer story with Tray.io

Travel and Hospitality Leader

Travel and hospitality leader drives powerful revenue growth

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ANONYMOUS  - Travel leader

Vertical

marketing tools by tray.io

How Automation is Changing the Face of Business

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Streamline strategic sales with an automated deal desk

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The ultimate guide to automating the entire lead lifecycle

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

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business-automation

GDPR compliance for US companies: What you need to know

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New Relic - Anonymous

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iOffice

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Navigation CTA - Get Started

Product - Experiences

Product - Capabilities

Product - Platform Features

See Pricing / see packages

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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

Adaptive Insights and iOffice integration + automation

Popular Adaptive Insights and iOffice integrations

Adaptive Insights and iOffice Connector Details

Adaptive Insights

iOffice

Tray.io is the leader in low-code automation

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