Asana-icon-color

Asana

QuickBooks-icon-color

QuickBooks Online

Google Sheets - Icon

Google Sheets

Zendesk Sell

Sage 300 - Icon

Sage 300

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Sage Intacct

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ruum by SAP

PortaBilling - Icon

PortaBilling

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Monday

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Airtable

Smartsheet

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Trello

Stripe - Icon

Stripe

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Workfront

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Yodiz

Hive-icon-color

Hive

Square - Icon

Square

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Workstack

Xero - Icon

Xero

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Paymo

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

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

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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

Vestorly - Full - Dark

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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Udemy - Anonymous

Sales

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Anaplan

Create group

Create task

Delete attachment

Move folder or projects and all descendant folders and tasks to the recycle bin unless they have parents outside of deletion scope.

Delete folder/project

Moves a task with the given ID to recycle bin.

Delete task

Download attachment

Returns information about contact with the given email.

Find contact by email

Returns information about the current account.

Get account

Returns information about the specified attachments.

Get attachments by ID

Returns complete information about the specified custom fields.

Get custom fields by ID

Returns complete information about specified folders and projects.

Get folders/projects by ID

Returns information about the group with the given ID.

Get group

Retrieves complete information about specified multiple select or dropdown custom fields.

Get multiple select or dropdown custom fields

Returns complete information about single task.

Get task

Returns information about the given user.

Get user

List attachments

Returns contacts of all users and user groups in all accessible account.

List contacts

Returns a list of custom fields in current account.

List custom fields

Returns up to 100 contacts of specified users and user groups.

List users contacts

Update group

Update task

List tasks in folder/project

Copy folder or project to a specified parent folder or project. Any sub-folder or sub-project will be copied too.

Copy folder/project

Create an attachment in either a folder or task.

Create attachment

Create a custom field in authenticated account.

Create custom field

Create a folder or project within a folder.

Create folder/project

List sub-folders or sub-projects for the given folder.

List folder sub-folders/sub-projects

List folders or projects for the current account.

List folders/projects

Returns all groups in the current account.

List groups

List tasks

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

Raw HTTP Request (Advanced)

Update account

Update an attachment in either a folder or task.

Update attachment

Update information about a folder or a project.

Update folder/project

Creates a webhook for a target folder/project.

Create folder/project webhook

Create account webhook

Create space webhook

Wrike

Wrike 1

Integrations

Wrike integrations with your software stack

Wrike 2

Automation

Connect Wrike with anything

Wrike 3

Use cases

Next-level Wrike automation

marketing tools by tray.io

How Automation is Changing the Face of Business

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

business-automation blog post cover image

business-automation

GDPR compliance for US companies: What you need to know

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New Relic - Full - Dark

New Relic - Anonymous

Project Management

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

MAIN SITEWIDE CTA | Trial Landing Page

Anaplan and Wrike integration + automation

Popular Anaplan and Wrike integrations

Anaplan and Wrike Connector Details

Anaplan

Wrike

Tray is the leading AI ready integration and automation platform

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