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Salesforce

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Microsoft Dynamics 365

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QuickBooks Online

Zendesk Sell

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Sage 300

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SalesforceIQ

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Sage Intacct

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PortaBilling

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ConnectWise

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Stripe

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Streak

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Pipedrive

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SugarCRM

Mindbody - Icon

Mindbody

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Virtuous CRM

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Zoho CRM

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Pipeliner

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Agile CRM

Freshsale

Freshsales

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Xero

This only removes private content. Default content and the import data source model object remain.

Delete uploaded file

You can download files that were uploaded or download files after carrying out an export.

Download file

Get deletion task status

Get the metadata for an export definition.

Get export metadata

Get export task status

Get the metadata for an import definition.

Get import metadata

Get import task status

Retrieves the model with the given model ID.

Get model

Get process task status

List the deletion actions for a given model.

List deletion actions

List deletion actions DDL

Gets the list of running process tasks. Any completed tasks are not listed.

List deletion tasks

List exports

List exports DDL

List files

List files DDL

Gets the list of running import tasks. Any completed tasks are not listed.

List import tasks

List imports

List imports DDL

List models

List models DDL

List process tasks

List processes

List processes DDL

List workspace models

List workspace models DDL

List workspaces

List workspaces DDL

Start deletion

Start export

Start import

Start process

Upload a file. To upload a file with the API in Anaplan, it must first exist in Anaplan. If not, use the Anaplan interface for the initial upload. Afterward, you can use the API for subsequent uploads. 

Upload file

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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sales-operations-best-practices

How to close the sales revenue gap

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Vestorly - Jonathan Tartell

Finance and Accounting

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Sales

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Anaplan

List pipeline stages DDL

List pipeline stages for pipeline DDL

List pipelines DDL

Update an opportunity in your Copper account.

Update opportunity

Updates a person record in your Copper account, using their unique ID.

Update person

Create lead

Create an opportunity in your Copper account.

Create opportunity

Create a person record in your Copper account.

Create person

Delete lead

Delete opportunity

List users DDL

Search leads

Search opportunities

Search people

Delete person

Check to see if a company exists, using its unique ID.

Company exists?

Check to see if an activity exists, using its unique ID.

Activity exists?

Checks to see if leads are enabled in your Copper account.

Are leads enabled?

Create activity

Create company

Create custom activity type

Create project

Link a "resource" to a "parent" object. For example, you could link one or more companies to an opportunity.

Create related item

Creates a task in your Copper account, linked to a "resource", such as a person, opportunity, or company.

Create task

Delete activity

Delete company

Delete project

Delete a task from your Copper account, from its unique ID.

Delete task

Find the lead who has a given phone number. If multiple leads have the same phone number, the most recently updated will be returned.

Find lead by phone number

Find person by email

Get details about the account that you've connected to Tray.

Get account details

Get details about a pipeline stage, using its unique ID.

Get pipeline stage

Get project

Get activity

Get company

Get a custom activity type by its unique ID.

Get custom activity type

Get lead

Get pipeline

Get opportunity

Get person

Find the person who has a given phone number. If multiple people have the same phone number, the most recently updated will be returned.

Get person by phone number

Get a task from your Copper account, using its unique ID.

Get task

Get user

Check to see if an lead exists, using its unique ID.

Lead exists?

Get a list of all of the loss reasons in your Copper account.

List Opportunity loss reasons

List contact types DDL

Get a list of all of the activity types in your Copper account.

List custom activity types

Get a list of all of the stages in a given pipeline in your Copper account.

List Pipeline Stages

Get a list of all of the pipelines in your Copper account.

List Pipelines

Get a list of all of the custom activity types in your Copper account.

List activity types

List activity types DDL

Get a list of all the companies in your Copper account.

List companies

List companies DDL

Get a list of all of the contact types in your Copper account.

List contact types

List custom activity types DDL

Get a list of all of the custom fields in your Copper account.

List custom fields

List loss reasons DDL

List custom fields DDL

Get a list of all of the customer sources in your Copper account.

List customer sources

List customer sources DDL

Copper

Anaplan and Copper integration + automation

Popular Anaplan and Copper integrations

Anaplan and Copper Connector Details

Anaplan

Copper

Tray is the leading AI ready integration and automation platform

Similar connectors to Anaplan and Copper