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
Finance and Accounting
List events DDL, WebhookShow all
Get upcoming invoice, List subscription schedules, List subscriptions, List subscriptions DDL, List tax IDs by customer, Pay invoice, Raw HTTP request (advanced), Create charge, Get card, Get chargeShow all
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.
With the Tray Platform, take full control of your payments and drive revenue by integrating your CRM, payments processing platform, and any data source. Our low-code platform lets you stand up custom Stripe + Microsoft Dynamics 365 integrations that flow your payments, customer, and financial data wherever you need it.
Using our intuitive interface, you can drag-and-drop together integrations that bi-directionally sync any of your favorite tools across your revenue stack. You don’t need technical experience to build integrations that connect Stripe, Microsoft Dynamics 365, and any data source, including flat files such as CSVs, and any other cloud-based app—even using data within custom fields.
Additionally, you can streamline payment processes and improve retention with custom Stripe + Microsoft Dynamics 365 automation. The Tray Platform gives you the power to build multi-step workflows that save hours of manual work and accelerate transactions. Now, you can use the power of automation to expedite the quote-to-cash process, increase revenue, and do more, faster.
While robust Stripe + Microsoft Dynamics 365 connectors can empower you to quickly build custom integrations, you’ll also need powerful, multi-step automation to fully streamline your digital payment processes. The Tray Platform offers a full library of pre-built connectors, data helpers, and custom logic operators that makes it easy to design customized workflows exactly as you need.
Anyone in e-commerce, finance, sales, sales operations, revenue operations, and other roles across the organization love using our platform to build custom Stripe + Microsoft Dynamics 365 automation. Now, you can seamlessly flow digital payment details into Dynamics 365. You can automatically send reminder messages when billings are almost due. Or, you can easily reconcile invoices at scale by cross-matching customer and bank account details in your CRM.
You can easily connect Stripe, Microsoft Dynamics 365, and any other application, including your e-commerce platform, accounting software, internal chat tool, project management service, marketing automation platform, ERP, and more.
The Tray Platform makes it easy to build Stripe + Microsoft Dynamics 365 integrations, even if you don’t have technical experience. Power users also rely on our platform to handle large-scale data projects that push massive volumes of data daily. And regardless of how your data usage changes, our platform can scale your workflows automatically thanks to our elastic, serverless architecture.
Extend the reach of Stripe, Microsoft Dynamics 365, and the rest of your tech stack with next-level automated processes. Need to schedule and manage recurring payments over a specific period? Need to make checkout on your digital storefront a breeze by automatically logging e-commerce data such as customer details, product information, credit cards? The Tray Platform can automate any use case since we also connect popular tools such as HubSpot, NetSuite, Jira, Zendesk, Slack, Xero, ActiveCampaign, QuickBooks, Shopify, Magento, BigCommerce, Square, and many others.
We offer enterprise-grade security that IT experts trust. Our platform is SOC 2 Type 2-certified and compliant with key data privacy regulations such as GDPR, CCPA, and HIPAA.
Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.
Connect to anythingAccess every endpointAutomate any event
Visual and intuitive UX Clicks-or-code automationCollaborative development
Logical operatorsAdvanced capabilitiesReal-time logs
Elastic scalabilityParallel processingLog data storage
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
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