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
Show all
Uses
All
Category
Collaboration
Triggers
Webhook
Show all
Connector type
Tray Connector
Operations
List authentication options DDL, List call logs, List meetings DDL, List users DDL, Update user status, Add meeting registrants, Create meeting, Create users, Create webinar, Create webinar registrant
Show all
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.