ChartMogul and Velocify integration + automation

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

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ChartMogul and Velocify Connector Details

ChartMogul

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UsesFinance and Accounting, Marketing, Product

CategorySubscription Management

Connector TypeTray Connector

Operations

Create invoicesCancel subscriptionCreate planCreate customerCreate customer attributesCreate customer attributes with emailCreate customer tags with emailCreate transactionDelete customerDelete invoiceGet MMRGet customerand 6 more...

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Velocify

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UsesSales

CategorySales Performance Management (SPM)

Connector TypeTray Connector

Operations

Create fieldCreate field groupCreate lead actionGet leadList action typesList field groupsList field typesList field typesList fieldsList lead IDsList leadsUpdate lead field

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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