PortaBilling and SendGrid integration + automation

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

PortaBilling and SendGrid Connector Details

PortaBilling

PortaBilling

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Create recordCustom operationDelete recordGet recordList recordsUpdate record
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SendGrid

SendGrid

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UsesMarketing
CategoryMarketing Automation Platform (MAP)
Triggers
On Webhook
Connector TypeTray Connector
Operations
Add contacts to list - LegacyCreate custom field – NewCreate list – NewCreate segment – NewCreate/update contacts - LegacyCreate/update contacts – NewGet list - NewList campaigns - LegacyList categoriesList contacts - LegacyList custom fields – NewList lists - Legacy
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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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