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Salesforce

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Microsoft Dynamics 365

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QuickBooks Online

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ConnectWise

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Zoho CRM

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Copper

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Stripe

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Mindbody

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Streak

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SugarCRM

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Xero

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Agile CRM

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Create a record in PortaBilling. Please refer to the documentation regarding input properties

Create record

Perform a custom operation in PortaBilling. 	This allows you to call an endpoint that does not fit within the normal 	'create', 'get', 'list', 'update' or 'delete' patterns. 	Please refer to documentation regarding input properties

Custom operation

Delete a record in PortaBilling. Please refer to documentation regarding input properties

Delete record

Retrieve a single record in PortaBilling. Please refer to documentation regarding input properties to filter results

Get record

Retrieve a list of records in PortaBilling. Please refer to documentation regarding input properties to filter results

List records

Update a record in PortaBilling. Please refer to the documentation regarding input properties

Update record

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

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PortaBilling

Create contact list

Creates a segment from a list of contact IDs.

Create segment from contact IDs

Get campaign history

Get the attribute fields of a contact list.

Get contact list attributes

Get details of contact lists based on a given list of contact list IDs.

Get contact lists details

Get segment

Get sub account

List sub accounts

List sub accounts DDL

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

Raw HTTP request (advanced)

Get a list of contacts for a particular contact list.

List contact list contacts

List contact list contacts DDL

List contact lists

List contact lists DDL

List emails

List emails DDL

List segments

List segments DDL

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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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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Sales

Benchmark

Customer Relationship Management (CRM)

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Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

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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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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

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Resources - Success

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Your journey to automation excellence starts here

Resources

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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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See all our connectors (Tertiary)

Similar connectors to PortaBilling and Benchmark

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Tray is the leading AI ready integration and automation platform

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Our interactive tour walks you through the Tray platform, showing you how integrations and automations work together to optimize your operations - on your own time, no pressure.

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Submit (Get a demo)

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Interactive Tour Form

"Take interactive tour" -> Interactive Tour Form Modal [Primary]

"Request 1:1 demo" -> Platform Demo 1:1 Form Modal [Primary]

PortaBilling and Benchmark integrations couldn’t be easier with the Tray platform’s robust PortaBilling and Benchmark connector, which connects any services without the need for separate integration tools.

PortaBilling and Benchmark integrations couldn’t be easier with the Tray platform’s robust PortaBilling and Benchmark connectors, which can connect to any service without the need for separate integration tools.

Integrate PortaBilling and Benchmark with any SaaS application or service using the Tray platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to PortaBilling and Benchmark and any other API, database, webhook, and more.

PortaBilling and Benchmark integration + automation

PortaBilling and Benchmark Connector Details

Popular PortaBilling and Benchmark integrations

PortaBilling and Benchmark templates