Salesforce-icon-color

Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

ServiceNow - Icon

ServiceNow

Zendesk Sell

Lexoffice - Icon

Lexoffice

Lever - Icon

Lever

QuickBooks-icon-color

QuickBooks Online

AgileCRM-icon-color

Agile CRM

SageIntacct-icon-color

Sage Intacct

The Tray platform has connector to integrate Ring Central with your stack

Ring Central

RingCentral

2Checkout

adaptive-insights

Adaptive Insights

Sage 300 - Icon

Sage 300

SalesforceIQ-icon-color

SalesforceIQ

Ringover - Icon

Ringover

Mindbody - Icon

Mindbody

Pipedrive - Icon

Pipedrive

Insightly-icon-color

Insightly

Dynamo - Icon

Dynamo

Pigment logo

Pigment

Create call comment

Create contact

Create insight card

Delete a recording for a specified call. Warning this action cannot be undone.

Delete call recording

Delete contact

Get call

Retrieve details for a specified contact.

Get contact

Get number

List calls

List contacts

List numbers

List tags

List tags DDL

List teams

Retrieve a list of users on your account.

List users

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

Raw HTTP request (advanced)

Retrieve a list of calls to match the search criteria.

Search calls

Retrieve a list of contacts to match the search criteria.

Search contacts

Update contact

Update number

Update user

Delete webhook

List events DDL

List webhooks

Select one or more events. When these events occur it will trigger another execution of the workflow

Webhook

Aircall

21-9-Hm-3

Curb customer churn with preemptive workflows

using-intercom-and-salesforce-to-personalize-your-selling blog post cover image

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

Learn how to prioritize customer support queues 

zendesk-color-logo

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

create-a-churn-risk-detection-system blog post cover image

create-a-churn-risk-detection-system

Finally, an answer to customer churn

how-to-integrate-nps-into-salesforce-crm 

How to integrate NPS into Salesforce CRM

Connector Department - Customer Success and Support - Cards

Vox Media - Full - Dark

Mike Atwood - Vox Media

Vox Media - Mike Atwood

Customer Success and Support

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

pipedrive-color-logo

Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

Intercom - Card

Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

Connector Department - Sales - Cards

Udemy - Full - Dark

Udemy - Anonymous

Sales

Aircall - Icon

Telephony

Customer Relationship Management (CRM)

You can preview the upcoming invoice for a customer. This will show you all the charges that are pending, including subscription renewal charges, invoice item charges, etc. It will also show you any discount that is applicable to the customer.

Get upcoming invoice

Retrieve the list of your subscription schedules.

List subscription schedules

Return a list of subscriptions in your Stripe account.

List subscriptions

List subscriptions DDL

List tax IDs by customer

Pay invoice

Creates a charge for a credit card or other payment source.

Create charge

Get card

Retrieves the details of a charge that has previously been created.

Get charge

Get customer

Returns information about a subscription.

Get subscription

Create card (Advanced)

Create coupon

Create customer

Creates a new subscription on an existing customer.

Create subscription

Delete card

Cancels a customer’s subscription immediately. The customer will not be charged again for the subscription. Its subscription status will be set to canceled.

Delete subscription

Get invoice

Get plan

Get product

Returns information about a subscription item.

Get subscription item

Return a list of transactions that updated the customer's balances.

List balance transactions by customer

Return a list of the bank accounts stored on the customer.

List bank accounts by customer

Returns a list of cards belonging to a customer.

List cards by customers

Retrieves a list of charges. The charges are returned in sorted order, with the most recent charges appearing first.

List charges

List charges DDL

Returns a list of subscription items for a given subscription.

List subscription items

List coupons

List currency codes DDL

Return a list of your customers. The customers are returned sorted by creation date, with the most recent customers appearing first.

List customers

List customers DDL

Return a list of the files that your account has access to.

List files

List invoice items

Returns a list of line items for a given invoice.

List invoice's line items

Return a list of invoices from your Stripe account, based on criteria of your choosing.

List invoices

List invoices DDL

List orders

List orders DDL

List payment intents

Return a list of payment methods for a given customer.

List payment methods

Return a list of people associated with the account's legal entity.

List persons by account

Returns a list of plans in your Stripe account.

List plans

List plans DDL

Return a list of products. The products are returned sorted by creation date, with the most recently created products appearing first.

List products

List products DDL

List setup intents

Update card

Update customer

Updates a new subscription on an existing customer.

Update subscription

Trigger workflows from events that occur via a webhook.

Stripe

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.

Aircall and Stripe integration + automation

Popular Aircall and Stripe integrations

Aircall and Stripe Connector Details

Aircall

Stripe

Tray.io is the leader in low-code automation

Similar connectors to Aircall and Stripe

Try Tray today and see for yourself. No strings attached.