Lexoffice - Icon

Lexoffice

QuickBooks-icon-color

QuickBooks Online

Airtable-icon-color

Airtable

Google Sheets - Icon

Google Sheets

SageIntacct-icon-color

Sage Intacct

2Checkout

adaptive-insights

Adaptive Insights

Sage 300 - Icon

Sage 300

Zendesk Sell

RUUM-icon-color

ruum by SAP

Monday-icon-color

Monday

Stripe - Icon

Stripe

Paymo - Icon

Paymo

Smartsheet

Pigment logo

Pigment

PortaBilling - Icon

PortaBilling

ManagerPlus - Icon

ManagerPlus

Pex - Icon

Workfront-icon-color

Workfront

Expensify-icon-color

Expensify

Retrieves a specific payment in your account.

Get payment

List invoices DDL

Create chart of accounts

Create credit

Create customer

Create journal entry

Create payment

Create product

Delete customer

Delete product

Retrieves detailed information about the customer.

Get all customer information

Get chart of accounts

Get credit

Get customer

Get invoice

Get product

Get refund

List charts of accounts

List charts of accounts DDL

Retrieves a list of credits in your account.

List credits

List credits DDL

Retrieves a list of customers in your account.

List customers

List customers DDL

Retrieves a list of invoices in your account.

List invoices

Retrieves a list of payments in your account.

List payments

List payments DDL

Retrieves a list of products in your account.

List products

List products DDL

List refunds

List refunds DDL

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

Raw HTTP request (advanced)

Refund negative invoice

Refund payment

Reverse credit

Reverse invoice

Reverse payment

Update customer

Update product

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.

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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

Ordway - Icon

Ordway

Update task

Add followers to a task. Returns an empty data block. Each task can be associated with zero or more followers in the system. Requests to add/remove followers, if successful, will return the complete updated task record, described above.

Add followers to a task

Add custom field to project

Delete task

Add members to portfolio

Add users as members of a project, if they're not already added.

Add members to project

Add a status update to a project, setting a "message" and a colour reflecting the project's status.

Add project status update

List portfolios DDL

Add project to portfolio

Add tag to task

Add task to project

Add task to section

Copy all tasks from one project to another, including those that are marked completed and archived in the source.

Copy all tasks

Create custom field

Create portfolio

Create project

Create project section

Create subtask

Add a comment to a task. Comments will appear in the Asana UI to be from the Asana user connected with your tray account.

Create task comment

Delete custom field

Delete portfolio

Delete project

Delete section

Download task attachments hosted on Asana. Maximum total size of attachments is 500MB.

Download attachments

Get the full record for a single attachment.

Get attachment

Return all metadata for a specified custom field.

Get custom field

Get portfolio

Get project

Get task

Get team

Get user

Get user by email

Get workspace

List colors DDL

Get a list of all of the teams in an organization workspace.

List organization teams

Return a list of all projects in a portfolio.

List portfolio projects

List portfolios

Retrieve a list of all of the custom fields settings on a project.

List project custom field settings

Get a list of all of the sections in a given project.

List project sections

Get a list of all the tasks in a project.

List project tasks

Return the compact section records for all tasks within the given section.

List section tasks

Retrieve a list of all attachments on the task.

List task attachments

List task custom fields DDL

Retrieve a list of all tasks custom fields for a single project.

List task custom fields for project

Retrieve a list of all tasks custom fields for multiple projects.

List task custom fields for projects

List task custom fields from projects DDL

List task custom fields from task ID DDL

Return a list of all the other tasks that a specified task is dependent on.

List task dependencies

List task dependents

Remove members from portfolio

Get a list of all of the stories on a task, including comments, and other actions.

List task stories

List task subtasks

List tasks

Get a list of all of the users part of the team.

List team members

Retrieve a list of all the projects you can access in your account.

List workspace projects

Remove members from a project

List workspace projects DDL

List workspace projects without team DDL

Retrieve a list of tags from a workspace.

List workspace tags

Retrieve a list of tasks from a workspace.

List workspace tasks

Retrieve a list of all users in a workspace.

List workspace users

List workspace users DDL

Retrieve a list of all the workspaces you can access in your account.

List workspaces

List workspaces DDL

Project exists?

Remove custom field from portfolio

Remove each of the specified followers from the task if they are following. Returns the complete, updated record for the affected task.

Remove followers from a task

Remove tag from task

Remove the task from the specified project. The task will still exist in the system, but it will not be in the project anymore.

Remove task from project

Unlink a set of dependents from this task.

Unlink dependents from a task

Mark a set of tasks as dependencies of this task, if they are not already dependencies. A task can have at most 15 dependencies.

Set dependencies for a task

Asana

Ordway and Asana integration + automation

Popular Ordway and Asana integrations

Ordway and Asana Connector Details

Ordway

Asana

Tray.io is the leader in low-code automation

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