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Salesforce

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Clubhouse

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Zuora

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ConnectWise

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Pipedrive

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Copper

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Streak

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Mindbody

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SugarCRM

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Zoho CRM

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Postmates

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Pipeliner

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Freshsales

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Virtuous CRM

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Agile CRM

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Constant Contact

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Get a list of entities from your Microsoft Dynamics 365 account and filter them with a user defined query.

List entities (raw filter)

Create an entity of any type in your Microsoft Dynamics 365 account.

Create entity

Run queries against entity data (uses FetchXML query strings). Enables more advanced operations such as aggregation of data e.g sum, count, max, etc.

Query entity data

List entity type attributes

List entity type attributes DDL

Update an entity of any type in your Microsoft Dynamics 365 account.

Update entity

Get an entity of any type from your Microsoft Dynamics 365 account.

Get entity

List party navigation property names DDL

Get a list of possible options for a dropdown attribute, such as lead status.

List status attribute options

Delete an entity of any type in your Microsoft Dynamics 365 account.

Delete entity

Run a raw fetch XML query against the Dynamics instance.

Run fetch XML query (advanced)

Retrieves stored information about the user.

Get user information

List entity types in Microsoft Dynamics 365

List entity types

List one to many relationships

List entity types DDL

Get a list of entities from your Microsoft Dynamics 365 account.

List entities

List entity set attributes DDL

List entity sets DDL

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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

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Customer Relationship Management (CRM)

Add Column

Add Row

Export an in memory CSV into a file for persistence and use elsewhere.

Export CSV

Return the number of columns that are available in an in memory CSV.

Get Column Count

Return all columns from single row in the CSV.

Get Row

Return the number of rows that are available in an in memory CSV.  This doesn't take into account content.

Get Row Count

Return all columns from a number of rows from in the CSV.

Get Rows

Rename Column

Update Cell

Set new values in all rows matching given filters, in the CSV

Update Rows by Filter

Update a single column in multiple rows using a function

Update by Function

Add Rows

Sort CSV

Create a temporary CSV for use within the current workflow execution.  You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV

Create a temporary CSV for use within the current workflow execution from an existing file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV From File

Create a temporary CSV for use within the current workflow execution from an existing XLSX file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV From XLSX File

Create a temporary CSV for use within the current workflow execution from an existing XML file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV From XML File

Delete Row

Delete Rows

Delete all rows that match a specific filter.

Delete Rows By Filter

Delete a specific CSV created in Current Run and Account scope.

Delete a CSV

Delete column

Delete columns

Duplicate

Duplicate Column

Export an in memory CSV data into a plain text file using a template configuration

Export File

Export an in memory CSV into a JSON file for persistence and use elsewhere.

Export JSON

Find the first row in the table that matches a specific filter.

Find Row

Find rows in the table that match a specific filter.

Find Rows By Filter

Change the characters (such as delimiter and escape character) used in a CSV. This operation may be required for CSVs with embedded new lines and quote character in cell values.

Format CSV

Generate a list of column descriptions from a JSON object (ignoring nested arrays and objects), and provide optional column type definitions to change the types of some fields.

Generate columns from object

Return the data in a specifc cell in the CSV.

Get Cell

Return a single column from a number of rows from in the CSV.

Get column from rows

Import an external CSV file into an existing in memory CSV

Import Data

Join two CSVs together based on a common field, using a left, inner or outer join. Indexes will automatically be created on for the columns chosen.

Join CSVs

Parse Text

Rename Columns

CSV 1

Integration

Integrate your CSVs with any data source, fast

CSV 2

Automation

Powerful CSV automation

CSV 3

Use cases

Take full control of your CSV data

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Microsoft Dynamics 365 and CSV integration + automation

Popular Microsoft Dynamics 365 and CSV integrations

Microsoft Dynamics 365 and CSV Connector Details

Microsoft Dynamics 365

CSV

Tray is the leading AI ready integration and automation platform

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