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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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Lexoffice

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Lever

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QuickBooks Online

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Agile CRM

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Sage Intacct

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Adaptive Insights

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SalesforceIQ

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Mindbody

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Create a record in PortaBilling. Please refer to the documentation regarding input properties

Create record

Perform a custom operation in PortaBilling. 	This allows you to call an endpoint that does not fit within the normal 	'create', 'get', 'list', 'update' or 'delete' patterns. 	Please refer to documentation regarding input properties

Custom operation

Delete a record in PortaBilling. Please refer to documentation regarding input properties

Delete record

Retrieve a single record in PortaBilling. Please refer to documentation regarding input properties to filter results

Get record

Retrieve a list of records in PortaBilling. Please refer to documentation regarding input properties to filter results

List records

Update a record in PortaBilling. Please refer to the documentation regarding input properties

Update record

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Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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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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How to close the sales revenue gap

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Finance and Accounting

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PortaBilling

List custom fields for contacts DDL

Archive a contact using its unique identifier given by Virtuous.

Archive a contact

Create contact

Follow contact by ID

Get contact information using their Virtuous ID

Get contact by ID

Get contact information using a reference source and reference ID. 

Get contact by reference source and reference ID

List types of contact methods DDL

Lists the activity of contacts which are followed by this account.

List activity of contacts followed

List al the contact name prefixes used on this account.

List contact name prefixes

List contact name prefixes DDL

List all those contacts within a given proximity using latitude and longitude coordinates provided.

List contacts within proximity of a geocoordinate.

List contact types

List contact types DDL

List custom fields for contact individuals DDL

List all custom fields for contacts on Virtuous.

List custom fields for contacts

List all the contacts which are being followed by this account,

List followed contacts

Find all contacts that match, fully or partially, the given search parameters.

Search contacts 

Toggle the setting of whether the user follows the given contact

Toggle follow contact

Unfollow contact by ID

Rewrite information about an existing contact using their unique ID. Any fields left blank will be overridden and cleared. It is important you fill in all blanks that you do not want to be overriden.

Update contact

Return a list of tags for the specified contact

List tags for contact

Return a list of the current organisation tags

List tags for current organisation

List tags for current organisation DDL

Create a new contact tag for the specified contact.

Create new tag for contact

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Easy Virtuous CRM automation

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Streamline strategic sales with an automated deal desk

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Aberdeen Report: Marketing technology—controlling the chaos

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

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

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

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

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Enabling your entire organization to deliver on the promise of automation

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Mixpanel accelerates mission-critical order-to-cash process by 25%

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PortaBilling and Virtuous CRM integrations couldn’t be easier with the Tray Platform’s robust PortaBilling and Virtuous CRM connector, which connects any services without the need for separate integration tools.

PortaBilling and Virtuous CRM integrations couldn’t be easier with the Tray Platform’s robust PortaBilling and Virtuous CRM connectors, which can connect to any service without the need for separate integration tools.

Integrate PortaBilling and Virtuous CRM with any SaaS application or service using the Tray Platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to PortaBilling and Virtuous CRM and any other API, database, webhook, and more.

PortaBilling and Virtuous CRM integration + automation

Popular PortaBilling and Virtuous CRM integrations

PortaBilling and Virtuous CRM Connector Details

PortaBilling

Virtuous CRM

Tray.io is the leader in low-code automation

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