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QuickBooks Online

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Qualaroo

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Sage 300

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Sage Intacct

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PortaBilling

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Promoter.io

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Typeform

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Jotform

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Stripe

SurveySparrow

SurveyMonkey

123FormBuilder

Wufoo

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Square

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Formstack

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Xero

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Expensify

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TikTok Shop

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Adaptive Insights

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Pigment

Retrieve the progress of a specific survey response export request.

Get response export progress

List mailing lists

List mailing lists DDL

Create contact

Create reminder distribution

Create contact import

Create a file that contains the requested responses.

Create response export

Create a single contact in a specified directory.

Create directory contact

Create distribution

Create mailing list

Create a single mailing list in a specified Target Audience directory.

Create mailing list for target audience directory

Create user

Delete a single contact from a directory.

Delete directory contact

Delete user

Retrieve the user ID and other user information associated with an Qualtrics API token or a Qualtrics OAuth access token.

Get authenticated user

Retrieve the general information about an organization.

Get organization

Retrieve a response export file in a format that can be used in other workflow steps.

Get response export file

Retrieve a specific Qualtrics survey by its ID.

Get survey

List activity logs

Retrieve a list of all activity type logging events.

List activity types

List activity types DDL

Retrieve a list of directories with summary information for each directory.

List directories

List directories DDL

List directory contacts

List directory contacts DDL

List distributions

Retrieve a list of all groups known to the user account.

List groups

List groups DDL

Retrieve information on all messages in a library.

List library messages

List library messages DDL

Retrieve the mailing lists in a Target Audience directory, default pagination size is 100.

List mailing lists in directory

Retrieve the contacts in a directory who have opted out.

List opted out directory contacts

Retrieve a list of the Qualtrics surveys.

List surveys

List surveys DDL

Retrieve a list of all users in the collection.

List users

List users DDL

Retrieve a list of users in a specific group.

List users in group

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

Raw HTTP request (advanced)

Retrieve contacts that satisfy conditions you have specified.

Search directory contacts

Tray-IO Blog 6

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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DigitalOcean - David Dorman

Marketing

Make customer insights actionable with product usage data blog trayai

Make customer insights actionable with product usage data

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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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FullContact offers customer intelligence APIs to enable companies to understand their customers holistically.

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Brett Schuenemann - Copper

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Product

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Qualtrics

Surveys and Forms

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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sales-operations-best-practices

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

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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

Qualtrics and Anaplan integration + automation

Popular Qualtrics and Anaplan integrations

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Qualtrics

Anaplan

Tray is the leading AI ready integration and automation platform

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