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Salesforce Pardot

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HubSpot

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Rev.io

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Salesforce Marketing Cloud

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Remarkety

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Recurly

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Marketo

MailChimp

Mailchimp

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ActiveCampaign

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Ometria

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Klaviyo

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Sendinblue

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SendGrid

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Iterable

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Sendoso

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WhatCounts

SendPulse

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Act-On

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Autopilot

Creates invoices for a given API customer.

Create invoices

Cancels a subscription that was generated from an imported invoice.

Cancel subscription

Creates a plan in ChartMogul under the specified data source.

Create plan

Creates a customer in ChartMogul under the specified data source.

Create customer

Adds custom attributes to a given customer.

Create customer attributes

Adds custom attributes to customers that have the specified email address.

Create customer attributes with email

Adds tags to customers that have the specified email address.

Create customer tags with email

Creates a transaction in ChartMogul under the specified data source.

Create transaction

Delete a customer from your Chartmogul account.

Delete customer

Deletes the specified invoice object and all its associated data.

Delete invoice

Retrieves the Monthly Recurring Revenue (MRR), for the specified time period.

Get MMR

Retrieves a customer from your ChartMogul account.

Get customer

Retrieves a data source object from your ChartMogul account.

Get data source

Retrieves an invoice object from your ChartMogul account.

Get invoice

Retrieves a plan from your ChartMogul account.

Get plan

Returns a list of activities for a given customer.

List customer activities

Return a list of custom attributes for a given customer.

List customer attributes

Returns a list of invoice objects created using the API for a given customer.

List customer invoices

Retrieves subscriptions of a given customer.

List customer subscriptions

Returns a list of all customer in your ChartMogul account.

List customers

Returns a list of invoices created using the API in your ChartMogul account.

List invoices

Returns a list of plans in your ChartMogul account.

List plans

Removes custom attributes from a given customer.

Remove custom attributes

Returns a list of all customer objects with the specified email address in your ChartMogul account.

Search customers

Updates a customer in ChartMogul under the specified data source.

Update customer

Updates the custom attributes of a given customer.

Update customer attributes

Create customer tags

List customers DDL

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

Raw HTTP request (advanced)

Remove tags

Updates a plan object in your ChartMogul account.

Update plan

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

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

BLOG - Hot Topic

Personalization is shifting from email to omni-channel. Are you ready?

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Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

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Jellyvision improves lead response speed, conversions, and win rate with automation

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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David Dorman of Digital Ocean works with Tray.io

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DigitalOcean - David Dorman

Marketing

Make customer insights actionable with product usage data blog trayai

Make customer insights actionable with product usage data

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Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

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Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

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FullContact offers customer intelligence APIs to enable companies to understand their customers holistically.

Connector Department - Product - Cards

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Brett Schuenemann - Copper

Copper - Brett Schuenemann

Product

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ChartMogul

Subscription Management

Get campaign object fields DDL

Create or merge a contact by looking for an existing contact with a matching unique field and merges supplied data with existing data. If no unique field is supplied or if no existing contact has a matching unique field field, a new contact will be created. Recommended to avoid unwanted duplicate mailings. While merging on the unique_id field is supported, merging on the id field is not, and may cause unintended consequences.

Create or merge a contact

Get contact object fields DDL

Get a list of Contacts using various search parameters.

List contacts

Retrieve the IDs of contact objects or custom objects by their email field.

Get object IDs by email

Retrieve the meta data for the contact object.

Get contact object metadata

Get group object fields DDL

Get specific campaign info

List campaigns DDL

Get tag object fields DDL

List all fields DDL

Get a list of Campaigns using various search parameters.

List campaigns

List contacts DDL

Retrieves information about the fields and sections an object has. If a section name is passed, only the fields in that section will be returned. If a field name is passed, only that field information will be returned. By default, this endpoint returns all sections and fields for a specified object.

List fields and sections in object

Get a list of Groups using various search parameters.

List groups

List groups DDL

List the field meta data for the specified object.

List object types

List object types DDL

List objects based on given parameters. The conditions parameter will only succeed if no object IDs are given.

List objects

List objects DDL

List sections DDL

List sequences

List sequences DDL

Get a list of Tags using various search parameters.

List tags

List tags DDL

Subscribe one or more objects to one or more campaigns or sequences.

Subscribe object to campaign or sequence

Update fields and sections in an object record. The section MUST exist in order to update it. Any fields that do not already exist will be created.

Update fields and sections in object

Update an existing object with given data

Update object data

Ontraport 1

Integrations

Low-code + flexible Ontraport integrations

Ontraport 2

Automation

Ontraport automation for any use case

Ontraport 3

Use cases

Sales and marketing automation at scale

Ontraport

Marketing Automation Platform (MAP)

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Experiences

Capabilities

Universal Automation Cloud

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

ChartMogul and Ontraport integration + automation

Popular ChartMogul and Ontraport integrations

ChartMogul and Ontraport Connector Details

ChartMogul

Ontraport

Tray is the leading AI ready integration and automation platform

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