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Adaptive Insights and 123FormBuilder integration + automation

Adaptive Insights and 123FormBuilder integrations couldn’t be easier with the Tray platform’s robust Adaptive Insights and 123FormBuilder connectors, which can connect to any service without the need for separate integration tools.

Adaptive Insights and 123FormBuilder Connector Details

Adaptive Insights logo

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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123FormBuilder

123FormBuilder

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UsesMarketing, Vertical
CategorySurveys and Forms
Connector TypeTray Connector
Operations
Get form fieldsGet submission countList submissionsGet formList forms

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 is the leading AI ready integration and automation platform

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