Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Zendesk Sell

QuickBooks-icon-color

QuickBooks Online

OpenAI - Icon

OpenAI

ConnectWise - Icon

ConnectWise

Pipedrive - Icon

Pipedrive

Copper - Icon

Copper

Stripe - Icon

Stripe

Streak-icon-color

Streak

Mindbody - Icon

Mindbody

SageIntacct-icon-color

Sage Intacct

SugarCRM - Icon

SugarCRM

Zoho CRM - Icon

Zoho CRM

AWS Bedrock Logo

AWS Bedrock

Pipeliner-icon-color

Pipeliner

Freshsale

Freshsales

Virtuous-icon-color

Virtuous CRM

AgileCRM-icon-color

Agile CRM

Blueshift - Icon

Blueshift

Pinecone - Icon

Pinecone

Import pipe delimited CSV data into a modeled sheet. Please be aware that operation may time out if a large import is already taking place in Adaptive Insights.

Import modeled sheet data

List all the sheets in the Adaptive Insights instance

List sheets

Create an account in the Adaptive Insights system. Supports only the following account types: Assumption, GL Account, and Custom Account. It does not support system or linked accounts.

Create account

Export data from a configured modeled sheet. Returns a CSV file with row data from a specified version

Export modeled sheet data

Create dimension in the Adaptive Insights system

Create dimension

Create dimension value in the Adaptive Insights system

Create dimension value

Create level in the Adaptive Insights system

Create level

Create one or more users in the Adaptive Insights system

Create user

Export data from Adaptive Insights. Returns a CSV file with row data from a specified version

Export data (standard)

Inserts or replaces pipe delimited CSV data into into any standard account (GL Account, Custom Account, Assumption, or Exchange Rate) regardless of whether the account has been placed onto a sheet. Please be aware that operation may time out if a large import is already taking place in Adaptive Insights.

Import data (standard)

List all the versions in the Adaptive Insights instance

List versions

Update an existing account in the Adaptive Insights system. Supports only the following account types: Assumption, GL Account, and Custom Account. It does not support system or linked accounts

Update account

Update an existing dimension in the Adaptive Insights system

Update dimension

Update dimension value in the Adaptive Insights system

Update dimension value

Update one or more existing dimensions in the Adaptive Insights system

Update dimensions

Update level in the Adaptive Insights system

Update level

Workday Adaptive Planning 1

Integrations

Easy Workday Adaptive Planning integrations

Workday Adaptive Planning 2

Automation

Simple Workday Adaptive Planning automation

Workday Adaptive Planning 3

Use Cases

Power Workday Adaptive Planning use cases

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.

sales-operations-best-practices blog post cover image

sales-operations-best-practices

How to close the sales revenue gap

Connector Department - Finance and Accounting - Cards

Vestorly - Full - Dark

Vestorly - Jonathan Tartell

Finance and Accounting

adaptive-insights

Adaptive Insights

Create a batch of new records in Salesforce. (Max 200).

Batch create records

Delete a batch of records in Salesforce. (Max 200).

Batch delete records

Update a batch of records in Salesforce. (Max 200).

Batch update records

Delete custom field metadata. Single or multiple fields can be deleted in a single operation.

Delete custom field

Bulk update records using the Salesforce Bulk API. Record data should be in CSV format.

Bulk update records

Bulk upsert records using the Salesforce Bulk API. Record data should be in CSV format

Bulk upsert records

Delete query job

Convert a lead into an account, contact and/or opportunity

Convert Lead

Count the number of records that match a given set of conditions.

Count records

Create an amendment quote for a contract.

Create amendment quote

Create custom field metadata. Single or multiple fields can be created.

Create custom field

Create query job

Create record

Create a record if a record with the "lookup value" doesn't already exist. Update it if it does exist.

Create/update record

Create a record if a record with the 'lookup value' doesn't already exist. Update it if it does exist. If there is no external ID to reference, insert a new record using ID as the External ID.

Create/update record using ID

Delete a record in Salesforce, using it's unique object id.

Delete record

Describes the raw structure of an object in Salesforce.

Describe object (advanced)

Downloads a file attachment from Salesforce, for use in other connectors.

Download attachment

Download file

Runs an instance of a report asynchronously with or without filters.

Execute report async

Runs a report immediately with or without changing filters, groupings, or aggregates and returns the latest summary data with or without details for your level of access.

Execute report sync

Find records

Get the description of a record type, given the unique ID of the record of that type in Salesforce.

Get Record Object Description

Locate customers’ preferences for consent across multiple records.

Get consent

Retrieves results of an asynchronous report run.

Get instance results

Get details about a bulk data processing job

Get job info

Get the presence status of an omni-channel

Get omni-channel presence status

Get query job

Returns a CSV file with the results of a completed query job.

Get query job results

Get details about the authenticated Salesforce user.

Get user info

Retrieve a list of jobs created by bulk data operations e.g. Bulk upsert records

List jobs

List query jobs

List query jobs DDL

Retrieves report fields available for specified reports.

List report fields

List report fields DDL

List report fields for standard date filter DDL

Returns a list of instances for a report.

List report instances

List report types

List report types DDL

List reports DDL

Execute a raw SOSL query to extract data from Salesforce.

SOSL Query (advanced)

Merge records into a master record. Be advised if you want to keep values from non-master records the Fields to populate input must be used

Merge records

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

Raw HTTP request (advanced)

Revokes the access and refresh token used in the auth, which makes the authentication useless

Revoke tokens

Run a report from your Salesforce Reports list.

Run report (sync)

Execute a raw SOQL query to extract data from Salesforce.

SOQL Query (advanced)

Update custom field

Update record

Upload and link a file to a particular record in Salesforce.

Upload and link file

Upload an file, attached to a particular record in Salesforce.

Upload attachment

Upload file

Update and write consent across multiple records, helping you sync consent across records or populate the new Consent data model.

Write consent

Returns report data without saving changes to an existing report or creating a new one.

Execute report query

Retrieve a list of successfully processed records for a completed job as a CSV file.

Get job successful record results

Retrieves details for a specific picklist item from a given object and field name.

Get picklist item details

Retrieves a list of up to 200 reports that you recently viewed.

List reports

Salesforce is a leading enterprise customer relationship management (CRM) application, based in the cloud.

If you'd like to trigger a tray.io workflow from an Apex code trigger, select this operation. NOTE: you'll need to create your Apex triggers manually (see docs).

On Apex trigger (advanced)

When a record is created or updated in Salesforce AND matches a given formula that you enter in Tray, trigger the workflow.

On Custom Workflow Formula (advanced)

Trigger a workflow in real-time from an Outbound Message in Salesforce. Use the tray.io public URL (in the bottom right) as the URL for this.

Adaptive Insights and Salesforce integration + automation

Popular Adaptive Insights and Salesforce integrations

Adaptive Insights and Salesforce Connector Details

Adaptive Insights

Salesforce

Tray is the leading AI ready integration and automation platform

Similar connectors to Adaptive Insights and Salesforce