Salesforce Pardot - Icon

Salesforce Pardot

Salesforce Marketing Cloud - Icon

Salesforce Marketing Cloud

Rev.io - Icon

Rev.io

Recurly - Icon

Recurly

Remarkety - Icon

Remarkety

Marketo - Icon

Marketo

Ometria

Opal

MailChimp

Mailchimp

ActiveCampaign-icon-color

ActiveCampaign

SendGrid - Icon

SendGrid

Klaviyo - Icon

Klaviyo

Sendinblue - Icon

Sendinblue

Iterable - Icon

Iterable

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Hatchbuck

Emarsys - Icon

Emarsys

Autopilot-icon-color

Autopilot

Eloqua-icon-color

Eloqua

Campaign Monitor - Icon

Campaign Monitor

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Sendoso

Add a coupon to an existing subscription. 

Add coupon to subscription

Create customer

Update subscription

Archive product

Cancel subscription

Create coupon

Create migration

Create product

Create subscription

Delete customer

Get the exact URL required for a customer to access the Billing portal.

Get billing management link

Returns an invoice based on the ID provided.

Get invoice

Get product

List country codes DDL

Lists all customers associated with your site

List customers

List customer subscriptions

List events by site

Retrieve a list of all events for a subscription

List events by subscription

Retrieve a list of invoices for a site filtered if required

List invoices

Retrieve a list of payment profiles for a site

List payment profiles

List payment profiles by customer DDL

List all  for a site. Can be filtered if required.

List subscriptions

Retrieve list of transactions by site. Can be filtered if required.

List transactions by site

Retrieve list of transactions by subscription. Can be filtered if required.

List transactions by subscription

Search for a customer by ID, email, reference or organization.

Search customers

Update customer

Update product

After a subscription has been created, you may enable or disable the on/off component any time. The method creates a new allocation, setting the current allocated quantity for the Component and recording a memo.

Create Allocation for On or Off Component

Webhook

Chargify

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

dex-yp-color-logo

Thryv integrates online orders & payments to mobilize 1,500-person sales team

recurly-color-logo

Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

sales-operations-best-practices blog post cover image

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

Chargify - Icon

Subscription Management

Add contact to company

Add contact records that have already been created in the system to a contact list. You can either specify their email addresses or their IDs.

Add contact to list

Move a specified property to the recycling bin.

Archive property

Move a specified property group to the recycling bin.

Archive property group

Associate crm objects

Associate a custom object with another object.

Associate custom object

Create a group of line items in your HubSpot account.

Batch create line items

Create a group of products in your HubSpot account.

Batch create products

If multiple contacts already exist update their data. Create new contacts if they do not i.e. Upsert

Batch create/update contact

Delete a group of line items from your HubSpot account.

Batch delete line items

Delete a group of products from your HubSpot account.

Batch delete products

Batch update companies

Update a group of deals in your HubSpot account.

Batch update deals

Update a group of line items in your HubSpot account.

Batch update line items

Update a group of products in your HubSpot account

Batch update products

Using the Event ID calculate the attendance duration for all attendees and update said attendees timeline entries.

Calculate attendance duration at event for all attendees

Cancel marketing event (beta)

Check if a contact with an email address exists.

Contact exists with email?

Create blog post

Create call engagement

Create company

Create contact

Create contact list

Create a CRM object with the given properties and return a copy of the object, including the ID. Please define a schema in advance using the 'Create object schema' operation.

Create custom object

Creates and tracks deals in HubSpot. It also allows you to connect HubSpot with an external CRM or other sales management software.

Create deal

Create an email with the given properties.

Create email engagement

Create a line item in your HubSpot account.

Create line item

Create marketing event (beta)

Create a meeting with the given properties.

Create meeting engagement

Create note engagement

Define a new object schema, along with custom properties and associations.

Create object schema

Create a product in your Hubspot account.

Create property

Create a new property group for an object type.

Create property group

Create task engagement

Create ticket

If contact already exists update their data. Create a new contact if not i.e. Upsert

Create/update contact

If a marketing event already exists update the data. Create a new marketing event if it does not i.e. Upsert

Create/update marketing event (beta)

Delete all associations between two records.

Delete associations from CRM objects

Delete blog post

Delete comment

Delete company

Delete contact

Delete contact list

Delete custom object association

Delete deal

Delete line item

Delete a schema. NB: Any existing records of this schema must be deleted first, otherwise this request will fail.

Delete object schema

Delete product

Delete ticket

Retrieve the current settings for the application.

Get app settings (beta)

Get blog post

Get company

Get a specific company property by its (internal) name.

Get company property

Get contact by ID

Return a contact by the given email address.

Get contact by email

Get contact list

Get contact property

Get deal

Get file import status

Get line item

Retrieve details of the specified marketing event.

Get marketing event

Get owner

Retrieve the email subscription information for the given email address and portal.

Chargify and HubSpot integration + automation

Popular Chargify and HubSpot integrations

Chargify and HubSpot Connector Details

Chargify

HubSpot

Tray is the leading AI ready integration and automation platform

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