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Microsoft Dynamics 365

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QuickBooks Online

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Sage Intacct

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OpenAI

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Sage 300

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Pymetrics

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SalesforceIQ

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ConnectWise

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Mindbody

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Stripe

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Copper

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AWS Bedrock

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SugarCRM

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Pipedrive

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Zoho CRM

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Streak

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Agile CRM

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Virtuous CRM

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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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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Finance and Accounting

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PortaBilling

Create a batch of new records in Salesforce. (Max 200).

Batch create records

Delete a batch of records in Salesforce. (Max 200).

Batch delete records

Update a batch of records in Salesforce. (Max 200).

Batch update records

Delete custom field metadata. Single or multiple fields can be deleted in a single operation.

Delete custom field

Bulk update records using the Salesforce Bulk API. Record data should be in CSV format.

Bulk update records

Bulk upsert records using the Salesforce Bulk API. Record data should be in CSV format

Bulk upsert records

Delete query job

Convert a lead into an account, contact and/or opportunity

Convert Lead

Count the number of records that match a given set of conditions.

Count records

Create an amendment quote for a contract.

Create amendment quote

Create custom field metadata. Single or multiple fields can be created.

Create custom field

Create query job

Create a record if a record with the "lookup value" doesn't already exist. Update it if it does exist.

Create/update record

Create a record if a record with the 'lookup value' doesn't already exist. Update it if it does exist. If there is no external ID to reference, insert a new record using ID as the External ID.

Create/update record using ID

Delete a record in Salesforce, using it's unique object id.

Describes the raw structure of an object in Salesforce.

Describe object (advanced)

Downloads a file attachment from Salesforce, for use in other connectors.

Download attachment

Download file

Runs an instance of a report asynchronously with or without filters.

Execute report async

Runs a report immediately with or without changing filters, groupings, or aggregates and returns the latest summary data with or without details for your level of access.

Execute report sync

Find records

Get the description of a record type, given the unique ID of the record of that type in Salesforce.

Get Record Object Description

Locate customers’ preferences for consent across multiple records.

Get consent

Retrieves results of an asynchronous report run.

Get instance results

Get details about a bulk data processing job

Get job info

Get the presence status of an omni-channel

Get omni-channel presence status

Get query job

Returns a CSV file with the results of a completed query job.

Get query job results

Get details about the authenticated Salesforce user.

Get user info

Retrieve a list of jobs created by bulk data operations e.g. Bulk upsert records

List jobs

List query jobs

List query jobs DDL

Retrieves report fields available for specified reports.

List report fields

List report fields DDL

List report fields for standard date filter DDL

Returns a list of instances for a report.

List report instances

List report types

List report types DDL

List reports DDL

Execute a raw SOSL query to extract data from Salesforce.

SOSL Query (advanced)

Merge records into a master record. Be advised if you want to keep values from non-master records the Fields to populate input must be used

Merge records

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

Raw HTTP request (advanced)

Revokes the access and refresh token used in the auth, which makes the authentication useless

Revoke tokens

Run a report from your Salesforce Reports list.

Run report (sync)

Execute a raw SOQL query to extract data from Salesforce.

SOQL Query (advanced)

Update custom field

Upload and link a file to a particular record in Salesforce.

Upload and link file

Upload an file, attached to a particular record in Salesforce.

Upload attachment

Upload file

Update and write consent across multiple records, helping you sync consent across records or populate the new Consent data model.

Write consent

Returns report data without saving changes to an existing report or creating a new one.

Execute report query

Retrieve a list of successfully processed records for a completed job as a CSV file.

Get job successful record results

Retrieves details for a specific picklist item from a given object and field name.

Get picklist item details

Retrieves a list of up to 200 reports that you recently viewed.

List reports

Salesforce is a leading enterprise customer relationship management (CRM) application, based in the cloud.

If you'd like to trigger a tray.io workflow from an Apex code trigger, select this operation. NOTE: you'll need to create your Apex triggers manually (see docs).

On Apex trigger (advanced)

When a record is created or updated in Salesforce AND matches a given formula that you enter in Tray, trigger the workflow.

On Custom Workflow Formula (advanced)

Trigger a workflow in real-time from an Outbound Message in Salesforce. Use the tray.io public URL (in the bottom right) as the URL for this.

On Outbound Message (Advanced)

When a "record" (e.g. Account, Opportunity) is created in Salesforce, automatically trigger a tray workflow.

On Record Create

When a "record" (e.g. Account, Opportunity) is created or updated in Salesforce, automatically trigger a tray workflow.

On Record Create or Update

When a "record" (e.g. Account, Opportunity) field (e.g. Name) is changed in Salesforce, automatically trigger a tray workflow passing the ID of the record.

On Record Field Change

When ANY of a few specified fields on a "record" (e.g. Account, Opportunity) are changed in Salesforce, automatically trigger the tray.io workflow.

On Record Multiple Fields Change

When a "record" (e.g. Account, Opportunity) is updated in Salesforce, automatically trigger a tray workflow.

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