Azure Active Directory - Icon

Azure Active Directory

Recurly - Icon

Recurly

PayPal - Icon

PayPal

Jumio - Icon

Jumio

OneLogin-icon-color

OneLogin

Chargify - Icon

Chargify

Buffer - Icon

Buffer

ChartMogul - Icon

ChartMogul

Salesforce-icon-color

Salesforce

Microsoft PowerBI - Icon

Microsoft Power BI

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Microsoft Teams

Salesforce Pardot - Icon

Salesforce Pardot

We have to use this b/c they don't want us using their logo

ADP Generic

ADP Workforce Now

HubSpot - Icon

HubSpot

ServiceNow - Icon

ServiceNow

Looker - Icon

Looker

Microsoft Sharepoint - Icon

Microsoft Sharepoint

Microsoft Office 365 - Icon

Microsoft Office 365

Asana-icon-color

Asana

Disconnect service

Approve request

Assign inventory item to customer

Assign multiple inventory items to a product.

Assign inventory item to product

Assign a single or multiple inventory items to a service.

Assign inventory item to service

Create contact

Create customer

Create inventory item

Create inventory type

Create payment

Create service

Create service product

Create task

Create ticket

Sets an existing service product to disconnected status.

Disconnect service product

Get bill

Get charge

Get contact

Get customer

Get inventory item

Get inventory type

Get payment

Get product

Generate and download a PDF of a request. The request template you specify determines the format of the PDF. This can be used to create quotes.

Get request PDF

Get service

Get service product

Get task

Get ticket

Get ticket journal

List bill profiles

List bills

List charges

List contacts

List contacts DDL

List customer fields DDL

List customers

List customers DDL

List customers metadata

List inventory item identifiers DDL

Retrieve a list of inventory items and search through items.

List inventory items

List inventory items DDL

List inventory type fields DDL

List inventory types

List inventory types DDL

List payments

List products

List products DDL

Search for one or more request templates.

List request templates

List request templates DDL

List service products

List service products DDL

List service types

List service types DDL

List services

List services DDL

List task fields DDL

List tasks

List ticket fields DDL

List ticket journals

List tickets

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

Raw HTTP request (advanced)

Reverse payment

Run a report that doesn't require user input.

Run report

Run report with input

Unassign a single or multiple inventory items from a product.

Unassign inventory item from product

Unassign a single or multiple inventory items from a service.

Unassign inventory item from service

Update contact

Update customer

Update inventory item

Update inventory type

Update task

Update ticket

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

Rev.io - Icon

Rev.io

Subscription Management

List factors to enroll DDL

Activates a specific enrollment factor with a passcode.

Activate enrollment factor

Activates a user. This operation can only be performed on users with a STAGED status. Activation of a user is an asynchronous operation.

Activate user

Adds a user to a group with OKTA_GROUP type.

Add user to group

Creates a new group with OKTA_GROUP type in your organisation.

Create group

Creates a new user in your Okta organisation with or without credentials.

Create user

Deactivates a user. This operation can only be performed on users that do not have a DEPROVISIONED status. Deactivation of a user is an asynchronous operation.

Deactivate user

Deletes a user permanently. This operation can only be performed on users that have a DEPROVISIONED status. Using this operation on a user that hasn’t been deactivated causes that user to be deactivated. A second delete operation is required to delete the user.

Delete user

Enrolls a user with the Okta SMS factor and an SMS profile. A text message with an OTP is sent to the device during enrollment and must be activated by following the activate link relation to complete the enrollment process.

Enroll Okta SMS factor

Enrolls a user with the Okta call factor and a call profile. A voice call with an OTP is made to the device during enrollment and must be activated.

Enroll Okta call factor

Enrolls a user with an email factor. An email with an OTP is sent to the primary or secondary (depending on which one is enrolled) email address of the user during enrollment.

Enroll Okta email factor

Enrolls a user with the question factor and question profile.

Enroll Okta security question factor

Enrolls a user with an Okta token:software:totp factor. The factor must be activated after enrollment by following the activate link to complete the enrollment process.

Enroll Okta verify TOTP factor

Retrieves a factor for the specified user.

Get factor

Retrieves a specific group from your organisation.

Get group

Retrieves a user by id, login, or login shortname (if the shortname is unambiguous).

Get user

Retrieves a single user profile custom fields.

Get user profile custom field

Retrieves the schema for a type of user schema.

Get user schema

Get user schema DDL

Unlocks a user with a LOCKED_OUT status and returns them to ACTIVE status. Users will be able to login with their current password.

Rev.io and Okta integration + automation

Popular Rev.io and Okta integrations

Rev.io and Okta Connector Details

Rev.io

Okta

Tray.io is the leader in low-code automation

Similar connectors to Rev.io and Okta

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