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Lexoffice

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QuickBooks Online

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Sage Intacct

2Checkout

adaptive-insights

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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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

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BlueSnap

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

Product-Usage-Data-eBook-blog

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.

Connector Department - Product - Cards

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Brett Schuenemann - Copper

Copper - Brett Schuenemann

Product

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

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Aberdeen Report: Marketing technology—controlling the chaos

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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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Jellyvision improves lead response speed, conversions, and win rate with automation

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

Connector Department - Marketing - Cards

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David Dorman of Digital Ocean works with Tray.io

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DigitalOcean - David Dorman

Marketing

Segment - Icon

Customer Data Platform (CDP)

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.

Segment and Stripe integration + automation

Popular Segment and Stripe integrations

Segment and Stripe Connector Details

Segment

Stripe

Tray.io is the leader in low-code automation

Similar connectors to Segment and Stripe

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