Uses
Sales, Marketing
Category
Customer Relationship Management (CRM)
Triggers
None
Connector type
Tray Connector
Operations
Create entity, Delete entity, List entity type attributes, List entity types, List one to many relationships, List status attribute options, Query entity data, Run fetch XML query (advanced), Get entity, Get user information
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Uses
Finance and Accounting
Category
Finance and Accounting
Triggers
None
Connector type
Tray Connector
Operations
Delete ICItem, Get OEOrder, Get POInvoice by sequence key, Get POPurchaseOrder by sequence key, Get POReceipt by sequence key, Raw HTTP request (advanced), Delete ARNationalAccount by number, Create POPurchaseOrder, Create POReceipt, Create OEMiscellaneousCharge
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With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.