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QuickBooks Online

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Zendesk

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Stripe

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Sage Intacct

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Salesforce Service Cloud

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Xero

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Anaplan

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QuickBooks Payments

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Concur

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Adaptive Insights

OneStream Software

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Freshdesk

Verint Systems

Bloomberg

Ariba

AutoCAD

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Fiserv

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Sage 300

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Groove

BlackLine

Finance Leader

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

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Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

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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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sales-operations-best-practices

How to close the sales revenue gap

Media Leader

Leading media firm expedites RFP processes with automation

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Vestorly - Jonathan Tartell

Vestorly case study

Jonathan Tartell - CPA VP of Operations and Finance

Finance and Accounting

RSA Archer

Archive contact

Assigns a conversation to an admin or team. It also can be automatically assigned following assignment rules.

Assign conversation

Attach contact to company

Add participants who are contacts to a conversation, on behalf of either another contact or an admin.

Attach contact to conversation

Attach tag to contact

Close conversation

Creates in-app conversation initiated by a contact (ie. user or lead).

Create conversation

Creates a message that has been initiated by an admin. The conversation can be either an in-app message or an email.

Create message as admin

Create note

Create/update company

Delete contact

Detaches a single contact from a company.

Detach contact from company

Detach contact from conversation

Detach tag from contact

Get admin

Retrieves a company by their Intercom internal ID, company ID, or their name in Intercom.

Get company

Retrieves the details of a single contact.

Get contact

Retrives the details of a single conversation.

Get conversation

Get current user

Get note

Get team

Get a list of all the admins in Intercom.

List admins

List admins DDL

Retrieves a list of companies that are associated to a contact.

List attached companies

Retrieves a list of tags that are associated to a contact.

List attached tags

List companies

List companies DDL

List companies IDs DDL

List company segments DDL

List contacts

List contacts DDL

Retrieves a list of all contacts that belong to a company.

List contacts attached to company

List conversations

List conversations DDL

Retrieves a list of available data attributes.

List data attributes

Retrieves a list of all data events that are less than 90 days old.

List data events

List notes

List segments

List tags

List teams

List users DDL

Merges a contact with a role of lead into a contact with a role of user. The contact that's specified as from will be deleted after being merged into the contact specified as into. Attributes that don't exist on the contact specified as into will be copied over.

Merge contacts

Open conversation

Replies to a conversation with a message from an admin or on behalf of a contact, or with a note for admins.

Reply to conversation

Searches for contacts by the value of their attributes.

Search contacts

Searches for conversations by the value of their attributes.

Search conversations

Updates an existing contact (user or lead).

Update contact

List contact fields DDL

List custom data attributes for company DDL

List custom data attributes for contact DDL

List tags DDL

List teams DDL

List user segments DDL

Create contact

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

Raw HTTP request (advanced)

Submit data event

Unarchive contact

Intercom is a customer messaging tool for sales, marketing, and support, connected in a single unified platform.

Receive a feed of specific events tracked into Intercom in real-time.

Event webhook

You can use webhooks to receive notifications, such as conversation replies, and users being created. Notifications are grouped into topics which can be subscribed to.

Webhook

Intercom

Intercom 1

Integration

Intercom integration made simple

Intercom 2

Automation

Intercom automation for any use case

Intercom 3

Use cases

Intercom automation for power users

Intercom 4

Power users

Advanced Intercom use cases for any team

Intercom 5

SFDC + more

Dynamic Intercom + Salesforce integrations

21-9-Hm-3

Curb customer churn with preemptive workflows

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using-intercom-and-salesforce-to-personalize-your-selling

Learn how to prioritize customer support queues 

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Vox Media connects and automates pre- and post-sales to streamline workflow

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Together, Zendesk + Tray.io close the gap between customer support, sales and the rest of the company.

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create-a-churn-risk-detection-system

Finally, an answer to customer churn

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How to integrate NPS into Salesforce CRM

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Vox Media - Full - Dark

Mike Atwood - Vox Media

Vox Media - Mike Atwood

Vox Media - Full

Mike Atwood Executive Director of Client Success

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Customer Success and Support

marketing tools by tray.io

How Automation is Changing the Face of Business

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Streamline strategic sales with an automated deal desk

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The ultimate guide to automating the entire lead lifecycle

Vox Media is on the Tray platform

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business-automation

GDPR compliance for US companies: What you need to know

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New Relic - Full - Dark

New Relic - ANONYMOUS

Software analytics company - Customer Story Quote

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Intercom - Icon

Salesforce-icon-color

Salesforce

Slack-icon-color

Slack

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Microsoft Power BI

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Google Drive

RSA Archer and Intercom integration + automation

Popular RSA Archer and Intercom integrations

RSA Archer and Intercom Connector Details

RSA Archer

Intercom

Tray.io is the leader in low-code automation

Similar connectors to RSA Archer and Intercom

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