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QuickBooks Online

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SAP S/4Hana

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Stripe

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Sage Intacct

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Xero

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Square

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Sage 300

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Adaptive Insights

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Expensify

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SAP Business One

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Ordway

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Pigment

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TikTok Shop

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Amazon Business

Braintree

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Lexoffice

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Chargebee

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2Checkout

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Checkout.com

Create record

Delete record

SuiteQL is a query language based on the SQL database query language. SuiteQL provides advanced dynamic query capabilities that can be used to access NetSuite records.

Execute SuiteQL (advanced query)

Retrieve a list of records. Execute a raw search query to extract data from NetSuite.

Filter Records (advanced search query)

Find records

Retrieve a list of Record IDs associated with the selected Record type.

Find records DDL

Get field for replace DDL

Get record

List field options

List only fields that have options, for a given record type.

List field options DDL

List all the available fields for a given record type.

List record fields

Retrieve a list of fields associated with the selected Record type.

List record fields 1st level DDL

List record types

List record types DDL

Retrieve a list of Record types that can be transformed into another record type.

List record types to transform from DDL

Retrieve a list of Record types you that you want transform another record type into.

List record types to transform in DDL

List writable record fields DDL

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

Raw HTTP request (advanced)

Transform a record from one type into an another, using data from an existing record.

Transform record

Update record

Upsert record

NetSuite1

Integrations

Build powerful NetSuite integrations with ease 

NetSuite2

Automation

Automate ERP with the NetSuite connector

NetSuite3

Use cases

Unlock the full potential of the Netsuite API

NetSuite4

With CRM

Advanced CRM automation for rev ops

NetSuite5

WebEx + more

High-impact NetSuite + WebEx use cases

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

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Vestorly - Jonathan Tartell

Finance and Accounting

Dropbox

Dropbox is a modern workspace designed to reduce busywork-so you can focus on the things that matter. Sign in and put your creative energy to work.

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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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ANONYMOUS - Social Media Leader

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NetSuite

ERP Systems

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

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

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

MAIN SITEWIDE CTA | Trial Landing Page

Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

CTA - Universal Automation Cloud LP - "Learn more" - Secondary

Universal Automation Cloud

CTA - Cvent case study - "Show me how" - Primary 

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

Customer Spotlight

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UAC Solutions - By Team

UAC Solutions - By Use Case

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

Solutions Customer Spotlight: Beyond Finance CTA - Primary

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Beyond Finance reduces employee onboarding time from 10 days to 5 minutes

Resources - Learn & Evaluate

Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Udemy

Resources Customer Spotlight - Primary

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Udemy streamlines self-service to enterprise sales process and saves 20+ hours per month

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NetSuite and Anaplan integration + automation

Popular NetSuite and Anaplan integrations

NetSuite and Anaplan Connector Details

NetSuite

Anaplan

Tray is the leading AI ready integration and automation platform

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