Adaptive Insights and Slack integration + automation

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

Adaptive Insights and Slack Connector Details

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Adaptive Insights

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Import modeled sheet dataList sheetsCreate accountExport modeled sheet dataCreate dimensionCreate dimension valueCreate levelCreate userExport data (standard)Import data (standard)List versionsUpdate account
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UsesAll
CategoryCollaboration
Triggers
On Slack eventOn action (button or menu click)On slash command
Connector TypeTray Connector
Operations
Leave conversationAdd reminderArchive conversationConversation exists?Create conversationCreate pinDelete scheduled messageGenerate channel nameGet conversation infoGet userGet user by emailInvite user to conversationand 1 more...
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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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