Microsoft Teams

Microsoft Sharepoint - Icon

Microsoft Sharepoint

Slack-icon-color

Slack

QuickBooks-icon-color

QuickBooks Online

Jira

Microsoft Outlook - Icon

Microsoft Outlook

Notion - Icon

Notion

Zoom - Icon

Zoom

Stripe - Icon

Stripe

GoToWebinar

GoTo Webinar

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Sage Intacct

Opal

Huddle-icon-color

Huddle

Teamwork - Icon

Teamwork

Jive

GoTo Meeting - Icon

GoTo Meeting

Xero - Icon

Xero

Square - Icon

Square

Sage 300 - Icon

Sage 300

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Cisco Webex

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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How to close the sales revenue gap

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Finance and Accounting

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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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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Udemy - Anonymous

Sales

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Anaplan

Delete category tag

Retrieves the relationship between the specified event and its message.

Get event message relationship

Retrieves a list of relationships between teams and a specified category tag.

List category tag team relationships

Retrieves the documents attached to a message.

List message documents

Retrieves a list of relationships between job references and a specified message.

List message job reference relationships

Retrieves the relationship between the specified event and its job reference.

Get event job reference relationship

Add job references to user

Add teams to category tag

Create team

Add category tags to message

Add contact to group

Add job references to message

Create category tag

Create contact

Create contact group

Create job reference

Retrieves the message associated with an event.

Get event message

Delete contact

Delete contact group

Delete job reference

Get category tag

Get contact

Get contact group

Get document

Get event

Retrieves the category tag that belongs to the specified event.

Get event category tag

Retrieves the relationship between the specified event and its category tag.

Get event category tag relationship

Retrieves the job reference that belongs to the specified event.

Get event job reference

Get job reference

Get message

Get team

Get user

Retrieves the company that the user belongs to.

Get user company

Retrieves a list of teams associated with a given category tag.

List category tag teams

List category tags

List contact groups

Retrieves a list of contact-team relationships.

List contact team relationships

List contacts

List events

Retrieves a list of relationships between teams and the specified job reference.

List job reference team relationships

List job references

Retrieves a list of relationships between category tags and a specified message.

List message category tag relationships

Retrieves the category tags associated with a message.

List message category tags

Retrieves a list of relationships between documents and a specified message.

List message document relationships

Retrieves the job references associated with a message.

List message job references

Retrieves a list of relationships between teams and a specified message.

List message team relationships

Retrieves the teams associated with a message.

List message teams

List teams

Retrieves a list of job references associated with a specific user.

List user job references

List users

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

Anaplan and Sedna integration + automation

Popular Anaplan and Sedna integrations

Anaplan and Sedna Connector Details

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Sedna

Tray is the leading AI ready integration and automation platform

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