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Lexoffice

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QuickBooks Online

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Sage Intacct

2Checkout

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Adaptive Insights

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Sage 300

ReSci (Retention Science)

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Pigment

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PortaBilling

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Expensify

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Stripe

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Xero

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Ordway

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Square

Ometria

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TikTok Shop

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Anaplan

Braintree

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Blueshift

Retrieve the details of an existing charge refund by ID.

Retrieve a charge refund

Create a new bank account for customer from a payment token.

Create bank account from token

Processes a void of a charge request that times out. It cannot be used to void a charge that has already been settled.

Void a charge transaction

Retrieve a specific bank account associated with a customer.

Get bank account

Retrieve a list of bank accounts associated with a customer.

List customer bank accounts

Capture charge funds

Create a new bank account for customer with bank account details.

Create bank account

Create a new charge from a credit card registered on file.

Create charge

Create a new payment token associated with a bank account.

Create payment token

Delete bank account

Retrieve a list of credit cards associated with a customer.

List customer credit cards

Create a new ECheck debit from a bank account token.

Create echeck debit

Fully or partially refund an existing charge.

Refund a charge

Retrieve the details of an credit card transaction that has been previously created.

Retrieve a charge

Retrieve the details of an echeck transaction that has been previously created.

Retrieve an echeck

Retrieve the details of an ECheck refund transaction that has been previously created.

Retrieve an echeck refund

Full or partial refund an existing ECheck transaction. Refund requests made on the same day as the associated debit request may result in the transaction being voided. Refunds cannot be issued unless the original debit has succeeded (this process typically takes approximately three business days).

Void or refund an echeck

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

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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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QuickBooks Payments

The alias method is used to merge two user identities, effectively connecting two sets of user data as one.

Alias identities

Track one or more events to Segment in one batch, to keep API calls efficient.

Batch

Get a single profile’s external ids within a collection using an external_id.

Get Profile External ID's (Alpha)

Get a single profile’s properties within a collection using an external id.

Get Profile Properties (Alpha)

Get a single profile’s events within a collection using an external ID.

Get Profile Events (Alpha)

The group method lets you associate a user with a group, like an account or organization.

Group user

The identify method is how you tie one of your users and their actions to a recognizable userId and traits.

Identify user

The track method is how you record any actions your users perform.

Track event

The page method lets your record whenever a user sees a page of your website.

Track page

Get a single profile’s traits within a collection using an external_id.

Get Profile Traits (Alpha)

Trigger this workflow only when new user aliases are created.

On user alias

Trigger this workflow only when a user is identified.  This usually happens at account creation.

On user identify

Trigger this workflow on every segment event. You can then apply a custom set of filters.

On all messages

Trigger this workflow only when a user performs an action that triggers an event.

On event track

Trigger this workflow only when a new user is added to a group.

On group track

Trigger this workflow only on pageview events.

On page track

Trigger this workflow only when a user sees a new screen on your app.

On screen track

Segment

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Make customer insights actionable with product usage data

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Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

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Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

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FullContact offers customer intelligence APIs to enable companies to understand their customers holistically.

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

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

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

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Similar connectors to QuickBooks Payments and Segment

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

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

Integrate QuickBooks Payments and Segment 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 QuickBooks Payments and Segment and any other API, database, webhook, and more.

QuickBooks Payments and Segment integration + automation

Popular QuickBooks Payments and Segment integrations

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QuickBooks Payments

Segment

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