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QuickBooks Online

The Tray platform has connector to integrate Ring Central with your stack

Ring Central

RingCentral

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Plivo

Sage 300 - Icon

Sage 300

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Sage Intacct

PortaBilling - Icon

PortaBilling

Stripe - Icon

Stripe

Twilio-icon-color

Twilio

Xero - Icon

Xero

Square - Icon

Square

OOMA

Ooma

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Vonage

Expensify-icon-color

Expensify

TikTok Shop - Icon

TikTok Shop

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Aircall

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Adaptive Insights

Pigment logo

Pigment

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Ordway

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Nexmo

Braintree

Add user to group

Retrieves data about the terminated call.

Get call

List contacts DDL

List profiles

List snoozes

List tags

Create a new user with or without commitment from their email address and phone number.

Create user

Delete user from group

Retrieves list of phone numbers for your whole team.

List numbers

List numbers DDL

Trigger a call between one of your users ('From number') and a recipient ('To number'). Your user will see the recipient's number displayed for an incoming call. Once your user picks up the phone then a call will be made to the recipient.

Callback

Create contact

Retrieve a specific IVR by its identifier.

Get IVR

Retrieves data as well as all numbers to a specific contact by their ID.

Get contact

Get group

Retrieves information about an existing phone number.

Get number

Retrieves a complete team object that contains list of numbers, users, IVRs, conferences, tags and groups.

Get team

Retrieve the presences information about all your users.

List presences

Retrieves basic data about an user and all phones numbers assigned to them.

Get user

Trigger a call in a specific IVR (Interactive Voice Response) queue.

IVR callback

Retrieve all your IVRs (Interactive Voice Responses).

List IVRs

List calls

Retrieve all the conferences you've set up.

List conferences

List contacts

List conversations

List current calls

List group users DDL

Retrieve the first 100 groups from your team.

List groups

List groups DDL

List ivrs DDL

Retrieves all the users on your team, and a list of their numbers for each.

List users

List users DDL

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

Raw HTTP request (advanced)

Sends an SMS. Phone number must be in E.164 format.

Send SMS

Update contact

marketing tools by tray.io

How Automation is Changing the Face of Business

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Streamline strategic sales with an automated deal desk

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

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business-automation

GDPR compliance for US companies: What you need to know

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New Relic - Anonymous

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Ringover

Telephony

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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Vestorly - Jonathan Tartell

Finance and Accounting

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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.

Intercom - Card

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

MAIN SITEWIDE CTA | Trial Landing Page

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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Ringover and Anaplan integration + automation

Popular Ringover and Anaplan integrations

Ringover and Anaplan Connector Details

Ringover

Anaplan

Tray is the leading AI ready integration and automation platform

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