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Asana

Zendesk Sell

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Google Sheets

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Lexoffice

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QuickBooks Online

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Airtable

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Sage Intacct

2Checkout

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Adaptive Insights

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Sage 300

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Pigment

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PortaBilling

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Monday

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ManagerPlus

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Expensify

Smartsheet

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Workfront

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Trello

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

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

Raw HTTP request (advanced)

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

List events DDL

Trigger workflows from events that occur via a webhook.

Webhook

Stripe

Finance Leader

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

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Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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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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Finance and Accounting

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Delete project 

List clients DDL

Get client 

List discussions

Update project 

Get task

List discussions DDL

List projects DDL

Update discussion

List users DDL

Create client

Delete user

Get user

Create discussion

Update task list

Delete task list

List tasks 

List tasks DDL 

List clients

List projects 

Delete discussion

Delete client

Get task list

Get discussion

Create project 

Get project

Create task list

List task lists

List task lists DDL

Update task

Delete task

Create user 

Update user 

Create task

Update client

List users 

List webhooks

List webhooks DDL

Create webhook

By creating a webhook you create a link between an event in Paymo (e.g. adding a task) and a URL that will be notified by Paymo when the event occurs.

Delete webhook

Paymo

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Streamline strategic sales with an automated deal desk

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The ultimate guide to automating the entire lead lifecycle

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Vox Media connects and automates pre- and post-sales to streamline workflow

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Project Management

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

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Stripe and Paymo integration + automation

Popular Stripe and Paymo integrations

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Paymo

Tray.io is the leader in low-code automation

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