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QuickBooks Online

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Rev.io

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Sage 300

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Sage Intacct

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PortaBilling

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Stripe

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Xero

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Square

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Expensify

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TikTok Shop

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Pigment

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Adaptive Insights

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Buffer

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Ordway

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Amazon Business

Braintree

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Boostr

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Lexoffice

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Chargebee

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Checkout.com

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

Connector Department - Finance and Accounting - Cards

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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

Connector Department - Sales - Cards

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Udemy - Anonymous

Sales

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Anaplan

Get an account's billing information from Recurly, using the account's unique ID.

Get account billing information

Get an account from Recurly, using it's unique ID.

Get account

Get acquisition data for an account from Recurly, using the account's unique ID.

Get account acquisition data

Get an coupon from Recurly, using it's unique ID.

Get coupon

Get an invoice from Recurly, using it's unique ID.

Get invoice

Get a plan from Recurly, using it's unique ID.

Get plan

Get a plan add on from Recurly, using it's the plan ID and the add on ID.

Get plan addon

Get an subscription from Recurly, using it's unique ID.

Get subscription

Get a transaction from Recurly, using it's unique ID.

Get transaction

Get a list of the coupons an account has redeemed.

List account coupon redemptions

Get a list of the invoices for an account.

List account invoices

Get a list of an account's transactions, including purchases and refunds.

List account transactions

Get a list of the accounts in a Recurly site.

List accounts

List coupons

Get a list of the coupon redemptions applied to an invoice.

List invoice coupon redemptions

Get a list of line items for a invoice by its ID in a Recurly site.

List invoice line items

Get a list of the invoices in a Recurly site.

List invoices

Get a list of the line items in a Recurly site.

List line items

Get a list of the addons in a Recurly plan.

List plan addons

Get a list of the plans in a Recurly site.

List plans

Get a list of all the sites you have access to.

List sites

List sites DDL

Get a list of the subscriptions in a Recurly site.

List subscriptions

Updates an account's acquisition data, setting details on how a customer was found.

Update account acquisition data

Get a list of the transactions that have occurred in a Recurly site.

List transactions

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

Raw HTTP request (advanced)

Recurly provides enterprise-class subscription billing management for thousands of businesses worldwide.

Receive a webhooks from Recurly, which are triggered for all events in your Recurly account. TIP: you'll need to set the webhook up manually in Recurly to trigger workflows.

On webhook

Recurly

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Subscription Management

"Request a trial" -> Trial LP [Primary] | MAIN SITEWIDE CTA

MAIN SITEWIDE CTA | Trial Landing Page

Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

CTA - Universal Automation Cloud LP - "Learn more" - Secondary

Universal Automation Cloud

CTA - Cvent case study - "Show me how" - Primary 

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Cvent migrates 500+ legacy integrations and achieves a 95% customer retention rate

Customer Spotlight

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UAC Solutions - By Team

UAC Solutions - By Use Case

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

Solutions Customer Spotlight: Beyond Finance CTA - Primary

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Beyond Finance reduces employee onboarding time from 10 days to 5 minutes

Resources - Learn & Evaluate

Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Udemy

Resources Customer Spotlight - Primary

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Udemy streamlines self-service to enterprise sales process and saves 20+ hours per month

Anaplan and Recurly integration + automation

Popular Anaplan and Recurly integrations

Anaplan and Recurly Connector Details

Anaplan

Recurly

Tray is the leading AI ready integration and automation platform

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