Lexoffice - Icon

Lexoffice

QuickBooks-icon-color

QuickBooks Online

Airtable-icon-color

Airtable

Google Sheets - Icon

Google Sheets

SageIntacct-icon-color

Sage Intacct

2Checkout

adaptive-insights

Adaptive Insights

Zendesk Sell

RUUM-icon-color

ruum by SAP

Monday-icon-color

Monday

Stripe - Icon

Stripe

Paymo - Icon

Paymo

Smartsheet

Pigment logo

Pigment

PortaBilling - Icon

PortaBilling

ManagerPlus - Icon

ManagerPlus

Pex - Icon

Workfront-icon-color

Workfront

Expensify-icon-color

Expensify

Trello - Icon

Trello

Delete ICItem

Return the entity with the key from Order Entry Orders (OEOrders).

Get OEOrder

Return the entity with the key from POInvoices.

Get POInvoice by sequence key

Return the entity with the key from POPurchaseOrders.

Get POPurchaseOrder by sequence key

Return the entity with the key from POReceipts.

Get POReceipt by sequence key

Update ARCustomer

Delete ARCustomer by number

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

Raw HTTP request (advanced)

Delete entity in EntitySet ARNationalAccounts.

Delete ARNationalAccount by number

Create a new entity to EntitySet POPurchaseOrders.

Create POPurchaseOrder

Create a new entity to EntitySet POReceipts.

Create POReceipt

Create a new entity to EntitySet Order Entry Miscellaneous Charges (OEMiscellaneousCharges).

Create OEMiscellaneousCharge

Create a new entity to EntitySet Order Entry Orders (OEOrders).

Create OEOrder

Delete APVendor by number

Delete an entity from EntitySet Order Entry Miscellaneous Charges (OEMiscellaneousCharges).

Delete OEMiscellaneousCharge

Return the entity with the key from APVendors.

Get APVendor by number

Return the entity with the key from ARCustomers.

Get ARCustomer by number

Return the entity with the key from ARNationalAccounts.

Get ARNationalAccount by number

Returns the entity with the key from ICAdjustments.

Get ICAdjustment

Returns the entity with the key from ICItems.

Get ICItem

Returns the entity with the key from ICLocations.

Get ICLocation

Return the entity with the key from Order Entry Credit Debit Notes (OECreditDebitNotes).

Get OECreditDebitNote

Return the entity with the key from Order Entry Invoices (OEInvoices).

Get OEInvoice

Return the entity with the key from Order Entry Miscellaneous Charges (OEMiscellaneousCharges).

Get OEMiscellaneousCharge

List APVendors

List ARCustomers

List ARNationalAccounts

List ICAdjustments

List ICItems

Replace an entity in EntitySet Order Entry Miscellaneous Charges (OEMiscellaneousCharges).

Replace OEMiscellaneousCharge

Update APVendors

Update entity in EntitySet ARNationalAccounts.

Update ARNationalAccount

Update ICItem

Update an entity in EntitySet Order Entry Miscellaneous Charges (OEMiscellaneousCharges).

Update OEMiscellaneousCharge

Replace entity in EntitySet ARNationalAccounts.

Replace ARNationalAccount

Replace ICItem

Create a new entity to EntitySet APVendor.

Create APVendor

Create a new entity to EntitySet ARCustomers.

Create ARCustomer

Create a new entity to EntitySet ARNationalAccounts.

Create ARNationalAccount

Create a new entity to EntitySet ICAdjustment.

Create ICAdjustment

Create ICItem

List ICLocations

Return the EntitySet of Order Entry Credit Debit Notes (OECreditDebitNotes).

List OECreditDebitNotes

Return the EntitySet of Order Entry Invoices (OEInvoices).

List OEInvoices

Return the EntitySet of Order Entry Miscellaneous Charges (OEMiscellaneousCharges).

List OEMiscellaneousCharges

Return the EntitySet of Order Entry Orders (OEOrders).

List OEOrders

List POInvoices

List POPurchaseOrders

List POReceipts

Replace APVendors

Replace ARCustomer

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

Sage 300 - Icon

Sage 300

Update task

Add followers to a task. Returns an empty data block. Each task can be associated with zero or more followers in the system. Requests to add/remove followers, if successful, will return the complete updated task record, described above.

Add followers to a task

Add custom field to project

Delete task

Add members to portfolio

Add users as members of a project, if they're not already added.

Add members to project

Add a status update to a project, setting a "message" and a colour reflecting the project's status.

Add project status update

List portfolios DDL

Add project to portfolio

Add tag to task

Add task to project

Add task to section

Copy all tasks from one project to another, including those that are marked completed and archived in the source.

Copy all tasks

Create custom field

Create portfolio

Create project

Create project section

Create subtask

Add a comment to a task. Comments will appear in the Asana UI to be from the Asana user connected with your tray account.

Create task comment

Delete custom field

Delete portfolio

Delete project

Delete section

Download task attachments hosted on Asana. Maximum total size of attachments is 500MB.

Download attachments

Get the full record for a single attachment.

Get attachment

Return all metadata for a specified custom field.

Get custom field

Get portfolio

Get project

Get task

Get team

Get user

Get user by email

Get workspace

List colors DDL

Get a list of all of the teams in an organization workspace.

List organization teams

Return a list of all projects in a portfolio.

List portfolio projects

List portfolios

Retrieve a list of all of the custom fields settings on a project.

List project custom field settings

Get a list of all of the sections in a given project.

List project sections

Get a list of all the tasks in a project.

List project tasks

Return the compact section records for all tasks within the given section.

List section tasks

Retrieve a list of all attachments on the task.

List task attachments

List task custom fields DDL

Retrieve a list of all tasks custom fields for a single project.

List task custom fields for project

Retrieve a list of all tasks custom fields for multiple projects.

Sage 300 and Asana integration + automation

Popular Sage 300 and Asana integrations

Sage 300 and Asana Connector Details

Sage 300

Asana

Tray.io is the leader in low-code automation

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