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Salesforce Pardot

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HubSpot

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QuickBooks Online

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Sage 300

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Sage Intacct

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Salesforce Marketing Cloud

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Remarkety

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PortaBilling

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Stripe

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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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Xero

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Square

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Iterable

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

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

Raw HTTP request (advanced)

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

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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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Marketing

Ontraport

Marketing Automation Platform (MAP)

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

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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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How to close the sales revenue gap

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Finance and Accounting

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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

Connector Department - Sales - Cards

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Udemy - Anonymous

Sales

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Anaplan

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

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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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Ontraport and Anaplan integration + automation

Popular Ontraport and Anaplan integrations

Ontraport and Anaplan Connector Details

Ontraport

Anaplan

Tray is the leading AI ready integration and automation platform

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