Koncert - Icon

Koncert

Lexoffice - Icon

Lexoffice

QuickBooks-icon-color

QuickBooks Online

SageIntacct-icon-color

Sage Intacct

2Checkout

Salesloft - Icon

Salesloft

Sage 300 - Icon

Sage 300

SalesRabbit - Icon

SalesRabbit

Stripe - Icon

Stripe

Pigment logo

Pigment

Pitchly - Icon

Pitchly

PortaBilling - Icon

PortaBilling

Pex - Icon

Hub.inc - Icon

Hub.inc

Expensify-icon-color

Expensify

Xero - Icon

Xero

Ordway - Icon

Ordway

Square - Icon

Square

Showpad

TikTok Shop - Icon

TikTok Shop

Import pipe delimited CSV data into a modeled sheet. Please be aware that operation may time out if a large import is already taking place in Adaptive Insights.

Import modeled sheet data

List all the sheets in the Adaptive Insights instance

List sheets

Create an account in the Adaptive Insights system. Supports only the following account types: Assumption, GL Account, and Custom Account. It does not support system or linked accounts.

Create account

Export data from a configured modeled sheet. Returns a CSV file with row data from a specified version

Export modeled sheet data

Create dimension in the Adaptive Insights system

Create dimension

Create dimension value in the Adaptive Insights system

Create dimension value

Create level in the Adaptive Insights system

Create level

Create one or more users in the Adaptive Insights system

Create user

Export data from Adaptive Insights. Returns a CSV file with row data from a specified version

Export data (standard)

Inserts or replaces pipe delimited CSV data into into any standard account (GL Account, Custom Account, Assumption, or Exchange Rate) regardless of whether the account has been placed onto a sheet. Please be aware that operation may time out if a large import is already taking place in Adaptive Insights.

Import data (standard)

List all the versions in the Adaptive Insights instance

List versions

Update an existing account in the Adaptive Insights system. Supports only the following account types: Assumption, GL Account, and Custom Account. It does not support system or linked accounts

Update account

Update an existing dimension in the Adaptive Insights system

Update dimension

Update dimension value in the Adaptive Insights system

Update dimension value

Update one or more existing dimensions in the Adaptive Insights system

Update dimensions

Update level in the Adaptive Insights system

Update level

Workday Adaptive Planning 1

Integrations

Easy Workday Adaptive Planning integrations

Workday Adaptive Planning 2

Automation

Simple Workday Adaptive Planning automation

Workday Adaptive Planning 3

Use Cases

Power Workday Adaptive Planning use cases

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

adaptive-insights

Adaptive Insights

Delete a task from your Outreach account, using their unique ID.

Delete task

Get a list of recent prospects in your Outreach account.

List prospects

List call dispositions DDL

Get a list of sequence states in your Outreach account.

List sequence states

List sequence states DDL

Add a prospect to a sequence in your Outreach account.

Add prospect to sequence

Create an account in your Outreach account.

Create a new call disposition in your outreach account.

Create call disposition

Create a call purpose in your Outreach account.

Create call purpose

Create a new compliance request in your Outreach account.

Create compliance request

Create a new mailing in your outreach account.

Create mailing

Create an opportunity in your Outreach account.

Create opportunity

Create a prospect in your Outreach account.

Create prospect

Create a sequence in your Outreach account.

Create sequence

Create a sequence state in your Outreach account.

Create sequence state

Create stage

Delete an account from your Outreach account, using their unique ID.

Delete account

Deletes a call from your Outreach account, using their unique ID.

Delete call

Delete an call disposition from your Outreach account, using their unique ID.

Delete call disposition

Delete an call purpose from your Outreach account, using their unique ID.

Delete call purpose

Create an opportunity prospect role in your Outreach account.

Create opportunity prospect role

Delete an opportunity from your Outreach account, using their unique ID.

Delete opportunity

Delete an opportunity prospect role from your Outreach account, using their unique ID.

Delete opportunity prospect role

Delete an opportunity stage from your Outreach account, using their unique ID.

Delete opportunity stage

Get a list of sequence steps in your Outreach account.

List sequence steps

Deletes a prospect from your Outreach account, using their unique ID.

Delete prospect

Delete a sequence in your Outreach account, using their unique ID.

Delete sequence

Delete a sequence state in your Outreach account, using it's unique ID.

Delete sequence state

Execute a link provided by the Outreach API and return it's results. Note: only 'GET' requests will be performed.

Execute link

Gets an account from your Outreach account, using their unique ID.

Get account

Create an opportunity stage in your Outreach account.

Create opportunity stage

Gets a call from your Outreach account, using their unique ID.

Get call

Create task

Gets a call purpose from your Outreach account, using their unique ID.

Get call purpose

List sequence steps DDL

Retrieve the details for a specific compliance request.

Get compliance request

Gets an event from your Outreach account, using their unique ID.

Get event

Gets an opportunity from your Outreach account, using their unique ID.

Get opportunity

Gets an opportunity prospect role from your Outreach account, using their unique ID.

Get opportunity prospect role

Gets an opportunity stage from your Outreach account, using their unique ID.

Get opportunity stage

Get a list of sequences in your Outreach account.

List sequences

Gets a mailbox from your Outreach account, using its unique ID.

Get mailbox

Gets a mailing from your Outreach account, using its unique ID.

Get mailing

Gets a phone number of a prospect from your Outreach account, using the phone number ID.

Adaptive Insights and Outreach integration + automation

Popular Adaptive Insights and Outreach integrations

Adaptive Insights and Outreach Connector Details

Adaptive Insights

Outreach

Tray.io is the leader in low-code automation

Similar connectors to Adaptive Insights and Outreach

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