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Anaplan and Rev.io integration + automation

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

Anaplan and Rev.io Connector Details

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Anaplan

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UsesFinance and Accounting, Sales
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Delete uploaded fileDownload fileGet deletion task statusGet export metadataGet export task statusGet import metadataGet import task statusGet modelGet process task statusList deletion actionsList deletion tasksList exportsand 1 more...
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UsesFinance and Accounting
CategorySubscription Management
Connector TypeTray Connector
Operations
Disconnect serviceApprove requestAssign inventory item to customerAssign inventory item to productAssign inventory item to serviceCreate contactCreate customerCreate inventory itemCreate inventory typeCreate paymentCreate serviceCreate service productand 34 more...
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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
Vestorly

Tray is the leading AI ready integration and automation platform

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