Pigment connector
Automate Business Planning Workflows with Pigment Integrations
Connect Pigment to your CRM, ERP, data warehouse, and business tools to keep financial models and forecasts in sync automatically.
What can you do with the Pigment connector?
Pigment is a modern business planning platform built for finance, revenue, and operations teams who need real-time, collaborative forecasting. Integrating Pigment with your broader tech stack cuts out the manual data exports, stale spreadsheet imports, and disconnected planning cycles that slow down decisions. With tray.ai, you can build automations that push actuals from your ERP, pull pipeline data from your CRM, and trigger planning model updates the moment business conditions change.
Automate & integrate Pigment
Automating Pigment business process or integrating Pigment data is made easy with tray.ai
Use case
Sync CRM Pipeline Data into Pigment Revenue Forecasts
Sales pipeline data sitting in Salesforce or HubSpot is only useful for planning if it reaches Pigment in time. Automatically sync opportunity data, deal stages, and ARR values from your CRM into Pigment so revenue forecasts always reflect the latest pipeline reality. This kills the weekly manual export ritual and gives finance teams confidence their models are built on current data.
Use case
Push Financial Actuals from ERP Systems into Pigment
Finance teams spend too much time pulling actuals from NetSuite, SAP, or Workday and loading them into Pigment for variance analysis. Automate this so that when accounting periods close or journal entries are posted, the relevant P&L, balance sheet, and cash flow data flows directly into Pigment's planning models. Budget-versus-actual comparisons stay fresh without anyone touching a spreadsheet.
Use case
Trigger Workforce Planning Updates from HRIS Changes
When employees are hired, terminated, or change roles in Workday or BambooHR, your headcount plans in Pigment can go stale instantly. Connect your HRIS to Pigment so headcount changes automatically propagate into workforce planning models, keeping compensation and capacity forecasts aligned with what's actually happening in the org.
Use case
Distribute Pigment Outputs and Reports to Business Stakeholders
Pigment scenario outputs, budget approvals, and forecast summaries often need to reach stakeholders across Slack, email, or project management tools. Automate distribution so that when a planning model is updated or a budget cycle closes, key outputs go directly to the right people without the planning team spending an afternoon on it.
Use case
Enrich Pigment Models with Marketing and Revenue Operations Data
Marketing spend, campaign performance, and pipeline generation metrics are real inputs to revenue planning models in Pigment. Connect tools like Google Ads, Marketo, or HubSpot Marketing to Pigment so demand generation actuals and projections feed directly into your planning models, tightening the connection between marketing investment and revenue forecasting.
Use case
Automate Pigment Data Exports to Data Warehouses and BI Tools
Planning outputs from Pigment often need to flow into Snowflake, BigQuery, or BI tools like Tableau or Looker for broader organizational reporting. Automate exports on a schedule or after key planning events so enterprise data platforms stay in sync without manual API calls or file transfers.
Use case
Coordinate Budget Approval Workflows Across Systems
Budget approval processes in Pigment often need to be coordinated with ticketing systems, communication tools, and project management platforms. When a budget request is submitted or a planning scenario is finalized in Pigment, automatically create approval tasks in Jira or Asana, send Slack notifications to approvers, and update status back into Pigment once decisions are made.
Build Pigment Agents
Give agents secure and governed access to Pigment through Agent Builder and Agent Gateway for MCP.
Data Source
Fetch Planning Data
Retrieve financial plans, budgets, and forecasts from Pigment for downstream analysis or reporting. An agent can pull current and historical planning data to answer questions or inform decisions.
Data Source
Query Metrics and KPIs
Pull performance indicators and business metrics from Pigment models in real time. An agent can serve up current numbers across revenue, headcount, or cost dimensions without anyone digging through the model manually.
Data Source
Read Scenario Data
Access multiple planning scenarios — base case, upside, downside — stored in Pigment to compare outcomes and support strategic recommendations. An agent can walk stakeholders through the trade-offs between different planning assumptions.
Data Source
Retrieve Model Structure
Inspect the structure of Pigment models, including dimensions, metrics, and lists, to understand how data is organized. This helps an agent navigate and interpret planning data more accurately when responding to business queries.
Data Source
Fetch Actuals vs. Budget Variance
Pull variance data comparing actuals to budgeted figures across departments or time periods. An agent can surface these variances automatically, flagging overspend or underperformance before someone has to ask.
Agent Tool
Update Planning Assumptions
Write new values or revised assumptions into Pigment models, so an agent can update forecasts based on inputs from other systems or user instructions — no manual data entry needed.
Agent Tool
Create or Modify Scenarios
Programmatically create new planning scenarios or adjust existing ones in Pigment based on business triggers or user requests. Useful when you need to quickly model the impact of a reorg, a market shift, or a strategic pivot.
Agent Tool
Trigger Plan Recalculation
Kick off a recalculation of Pigment models after data updates so all dependent metrics and outputs reflect the latest inputs. Useful when an agent makes bulk updates and needs the model to catch up.
Agent Tool
Import Data into Pigment
Push external data — actuals from an ERP, CRM pipeline data, and so on — into Pigment to keep planning models in sync with operational systems. An agent can handle these imports as part of automated refresh workflows.
Agent Tool
Export Planning Reports
Generate and export reports or data tables from Pigment for distribution via email, Slack, or other channels. An agent can automate delivery of financial summaries on a schedule or in response to specific events.
Agent Tool
Manage Users and Permissions
Add, update, or deactivate user accounts and adjust access permissions within Pigment as part of onboarding or offboarding workflows. An agent can keep access controls in sync with HR or identity management system changes.
Get started with our Pigment connector today
If you would like to get started with the tray.ai Pigment connector today then speak to one of our team.
Pigment Challenges
What challenges are there when working with Pigment and how will using Tray.ai help?
Challenge
Fragmented Data Across Planning and Operational Systems
Pigment models are only as good as the data flowing into them, but actuals and operational inputs typically live across ERPs, CRMs, and HRIS platforms. Getting this data into Pigment consistently and on time means either building expensive point-to-point integrations or doing exhausting manual exports that are slow and error-prone.
How Tray.ai Can Help:
tray.ai has pre-built connectors to all major ERP, CRM, and HRIS platforms, so you can build multi-step workflows that automatically route data from any source system into Pigment on a schedule or event-driven basis, without writing custom integration code.
Challenge
Keeping Pigment in Sync Without Overloading Planning Teams
Finance and operations teams are already responsible for maintaining planning models. Asking the same people to also run integration scripts to keep Pigment current is a recipe for stale data or a burned-out team. Something has to give, and it's usually the analysis work that actually matters.
How Tray.ai Can Help:
tray.ai takes data logistics off the planning team's plate by running automated workflows in the background. Once configured, integrations run on triggers or schedules without anyone babysitting them, freeing planners to focus on analysis and decision support rather than data wrangling.
Challenge
Handling Complex Data Transformation Before Loading into Pigment
Raw data from CRMs or ERPs rarely maps cleanly to Pigment's dimensional model. Deal data needs segmenting by region and product, headcount data needs mapping to cost centers, and financial actuals need to align with the chart-of-accounts hierarchies Pigment uses internally. This translation work is tedious and breaks constantly when done by hand.
How Tray.ai Can Help:
tray.ai's workflow builder includes data transformation capabilities like conditional logic, loops, and custom JavaScript steps that let you reshape and enrich source data before it reaches Pigment, so inputs arrive clean and correctly structured every time.
Challenge
Managing Planning Workflow Approvals Across Multiple Tools
Budget approval and scenario sign-off in Pigment usually requires coordination with Slack, email, and project management tools. Without automation, approvals get lost, reviewers are notified late, and planning cycles drag on far longer than they should.
How Tray.ai Can Help:
tray.ai can orchestrate multi-step approval workflows that bridge Pigment with Slack, email, and tools like Jira or Asana. When a planning event occurs in Pigment, tray.ai automatically routes notifications, captures approvals, and writes outcomes back into Pigment to close the loop.
Challenge
Distributing Pigment Outputs to Downstream Consumers Without Manual Effort
Planning outputs from Pigment need to reach BI dashboards, data warehouses, and people who don't work in Pigment directly. Without automation, someone on the finance team manually exports data, transforms it, and loads it into downstream tools after every planning cycle update. It's the kind of work that eats Friday afternoons.
How Tray.ai Can Help:
tray.ai automates the full export and distribution pipeline from Pigment, pushing model outputs to Snowflake, BigQuery, Tableau, and other downstream tools on a schedule or after key planning events, so data consumers always work with current plan data and nobody's manually moving files.
Talk to our team to learn how to connect Pigment with your stack
Find the tray.ai connector with one of the 700+ other connectors in the tray.ai connector library to integrate your stack.
Integrate Pigment With Your Stack
The Tray.ai connector library can help you integrate Pigment with the rest of your stack. See what Tray.ai can help you integrate Pigment with.
+Salesforce & Pigment
Learn how to integrate Salesforce and Pigment together
+Snowflake & Pigment
Learn how to integrate Snowflake and Pigment together
+Workday REST & Pigment
Learn how to integrate Workday REST and Pigment together
+Netsuite & Pigment
Learn how to integrate Netsuite and Pigment together
+Google BigQuery & Pigment
Learn how to integrate Google BigQuery and Pigment together
Start using our pre-built Pigment templates today
Start from scratch or use one of our pre-built Pigment templates to quickly solve your most common use cases.
Template
Salesforce Opportunity to Pigment Revenue Forecast Sync
Automatically syncs closed-won, committed, and pipeline opportunities from Salesforce into Pigment's revenue planning model on a scheduled basis or when deal stage changes occur.
Steps:
- Trigger on Salesforce opportunity stage change or run on a defined schedule
- Fetch opportunity records with ARR, close date, stage, and owner fields from Salesforce
- Map and write opportunity data into the corresponding Pigment revenue forecast dimension and metric
Connectors Used: Salesforce, Pigment
Template
NetSuite Actuals to Pigment Budget vs Actual Sync
Pulls financial actuals from NetSuite after period-end and loads them into Pigment so variance analysis and budget-versus-actual reporting are always current.
Steps:
- Trigger on accounting period close event in NetSuite or run on a monthly schedule
- Pull P&L and balance sheet actuals from NetSuite for the relevant cost centers and accounts
- Load actuals data into Pigment's actuals dimension, triggering variance calculations automatically
Connectors Used: NetSuite, Pigment
Template
Workday Headcount Changes to Pigment Workforce Plan
Listens for employee hire, termination, and role change events in Workday and updates headcount and compensation plans in Pigment to reflect current organizational structure.
Steps:
- Trigger on Workday employee lifecycle event via webhook or polling
- Extract employee details including role, department, start date, and compensation band
- Update the relevant Pigment workforce planning model with new headcount and cost inputs
Connectors Used: Workday REST, Pigment
Template
Pigment Forecast Snapshot to Slack Weekly Digest
Sends a formatted weekly summary of Pigment forecast metrics and variances to designated Slack channels so finance and executive teams stay aligned without logging into Pigment.
Steps:
- Run on a weekly schedule every Monday morning
- Query Pigment API for forecast metrics, scenario comparisons, and notable variances
- Format and deliver a structured Slack message to the relevant finance and leadership channels
Connectors Used: Pigment, Slack
Template
Pigment Model Output to Snowflake Data Pipeline
Exports planning outputs and scenario data from Pigment into Snowflake on a nightly schedule so BI tools and enterprise data consumers always have access to the latest plan data.
Steps:
- Trigger nightly on a fixed schedule after business hours
- Pull current plan and forecast outputs from Pigment across configured dimensions and metrics
- Write records into the target Snowflake schema with upsert logic to handle model updates
Connectors Used: Pigment, Snowflake
Template
HubSpot Deal Pipeline to Pigment Revenue Model with Slack Notification
Syncs HubSpot pipeline changes into Pigment and alerts revenue operations via Slack whenever forecast-impacting deal movements occur.
Steps:
- Trigger on HubSpot deal property change, specifically stage or amount updates
- Update the associated Pigment revenue model metric with the new deal value and projected close
- Post a Slack alert to the RevOps channel summarizing the forecast impact of the deal change
Connectors Used: HubSpot, Pigment, Slack