Lexoffice - Icon

Lexoffice

Kapost-icon-color

Kapost

Adobe Experience Manager

QuickBooks-icon-color

QuickBooks Online

SageIntacct-icon-color

Sage Intacct

2Checkout

adaptive-insights

Adaptive Insights

Sage 300 - Icon

Sage 300

AtlassianConfluence-icon-color

Atlassian Confluence

Stripe - Icon

Stripe

Pigment logo

Pigment

PortaBilling - Icon

PortaBilling

Pex - Icon

Expensify-icon-color

Expensify

Xero - Icon

Xero

Sitecore-icon-color

Sitecore

Scoop - Icon

Scoop

Ordway - Icon

Ordway

Square - Icon

Square

UberFlip-icon-color

Uberflip

Retrieve the details of an existing charge refund by ID.

Retrieve a charge refund

Create a new bank account for customer from a payment token.

Create bank account from token

Processes a void of a charge request that times out. It cannot be used to void a charge that has already been settled.

Void a charge transaction

Retrieve a specific bank account associated with a customer.

Get bank account

Retrieve a list of bank accounts associated with a customer.

List customer bank accounts

Capture charge funds

Create a new bank account for customer with bank account details.

Create bank account

Create a new charge from a credit card registered on file.

Create charge

Create a new payment token associated with a bank account.

Create payment token

Delete bank account

Retrieve a list of credit cards associated with a customer.

List customer credit cards

Create a new ECheck debit from a bank account token.

Create echeck debit

Fully or partially refund an existing charge.

Refund a charge

Retrieve the details of an credit card transaction that has been previously created.

Retrieve a charge

Retrieve the details of an echeck transaction that has been previously created.

Retrieve an echeck

Retrieve the details of an ECheck refund transaction that has been previously created.

Retrieve an echeck refund

Full or partial refund an existing ECheck transaction. Refund requests made on the same day as the associated debit request may result in the transaction being voided. Refunds cannot be issued unless the original debit has succeeded (this process typically takes approximately three business days).

Void or refund an echeck

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

quickbooks

QuickBooks Payments

Get campaign

Create/ Upload task comment

Get article

Get image

Get raw file

Get task

Get an article associated with the task identified by Task ID.

Get task article data

Get task brief

Get task comment

Get task custom field

Get the external work information of a task external sub step.

Get task external work

Get an image associated with the task identified by Task ID.

Get task image data

Get a raw file associated with the task identified by Task ID.

Get task raw files data

Get task sub step

Get a video associated with the task identified by Task ID.

Get task video data

Get the list of custom fields added to a task.

List task custom fields

List task steps DDL

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

Raw HTTP request (advanced)

Get video

List assets

List assets DDL

List label group values DDL

List label groups DDL

Get a list of label groups and corresponding values.

List label groups and values

Get the list of the assets/contents of a task.

List task assets

List task assets DDL

Get the list of the attachments of a task.

List task attachments

Get the list of the comments of a task sub step.

List task comments

Get the list of the choices of a custom field in a task.

List task custom field choices

Update a custom field of a task. Currently supports update on the following types: text_field, multi_line_text_field, checkboxes, dropdown, multiple_choice, date_field, rich_text_field.

Update task custom field

Update the external work information of a task external sub step.

Update task external work

Update the sub step associated with an external work.

Update task sub step

Add a new asset to task. Supports only images, videos and raw files.

Upload task asset

Add a new draft to a task asset. Supports adding draft to only images, videos and raw files type task assets.

Upload task asset draft

NewsCred provide marketing management software & content marketing services to marketing teams who want to elevate performance

Webhook

NewsCred

NewsCred 1

Integrations

Fast and easy NewsCred integrations

NewsCred 2

Automation

NewsCred automation for any use case

NewsCred 3

Use cases

Heavy-duty NewsCred use cases

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

Tray-IO Blog 6

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

business-automation blog post cover image

business-automation

GDPR compliance for US companies: What you need to know

Connector Department - All - Cards

New Relic - Full - Dark

New Relic - Anonymous

The State of Marketing technology eBook by Tray.io

tray-aberdeen-report-marketing-tech

Aberdeen Report: Marketing technology—controlling the chaos

BLOG - Hot Topic

Personalization is shifting from email to omni-channel. Are you ready?

Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

Jellyvision - Card

Jellyvision improves lead response speed, conversions, and win rate with automation

segment-color-logo

Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

Connector Department - Marketing - Cards

DigitalOcean - Full - Dark

David Dorman of Digital Ocean works with Tray.io

David Dorman - DigitalOcean

DigitalOcean - David Dorman

Marketing

NewsCred-icon-color

Content Management System (CMS)

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

QuickBooks Payments and NewsCred integration + automation

Popular QuickBooks Payments and NewsCred integrations

QuickBooks Payments and NewsCred Connector Details

QuickBooks Payments

NewsCred

Tray.io is the leader in low-code automation

Similar connectors to QuickBooks Payments and NewsCred

Discover the ultimate AI-powered iPaaS that supercharges your business with quick, seamless ecosystem integrations.