Adaptive Insights and Promoter.io integration + automation

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

Adaptive Insights and Promoter.io Connector Details

Adaptive Insights logo

Adaptive Insights

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Import modeled sheet dataList sheetsCreate accountExport modeled sheet dataCreate dimensionCreate dimension valueCreate levelCreate userExport data (standard)Import data (standard)List versionsUpdate account
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Promoter.io logo

Promoter.io

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UsesMarketing, Product
CategorySurveys and Forms
Connector TypeTray Connector
Operations
List campaigns ddlList campaignsSurvey contactGet metrics
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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.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly

Tray.io is the leader in low-code automation

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