Grafana

Clubhouse

QuickBooks-icon-color

QuickBooks Online

Zuora - Icon

Zuora

AWS Cognito

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Sage Intacct

Cue - Icon

ClickUp

Xero - Icon

Xero

PowerSchool

Amplitude - Icon

Amplitude

Sage 300 - Icon

Sage 300

LogicMonitor

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Talkdesk

Alteryx - Icon

Alteryx

adaptive-insights

Adaptive Insights

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Anaplan

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Constant Contact

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Postmates

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AWS Cloudfront

You can preview the upcoming invoice for a customer. This will show you all the charges that are pending, including subscription renewal charges, invoice item charges, etc. It will also show you any discount that is applicable to the customer.

Get upcoming invoice

Retrieve the list of your subscription schedules.

List subscription schedules

Return a list of subscriptions in your Stripe account.

List subscriptions

List subscriptions DDL

List tax IDs by customer

Pay invoice

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

Raw HTTP request (advanced)

Creates a charge for a credit card or other payment source.

Create charge

Get card

Retrieves the details of a charge that has previously been created.

Get charge

Get customer

Returns information about a subscription.

Get subscription

Create card (Advanced)

Create coupon

Create customer

Creates a new subscription on an existing customer.

Create subscription

Delete card

Cancels a customer’s subscription immediately. The customer will not be charged again for the subscription. Its subscription status will be set to canceled.

Delete subscription

Get invoice

Get plan

Get product

Returns information about a subscription item.

Get subscription item

Return a list of transactions that updated the customer's balances.

List balance transactions by customer

Return a list of the bank accounts stored on the customer.

List bank accounts by customer

Returns a list of cards belonging to a customer.

List cards by customers

Retrieves a list of charges. The charges are returned in sorted order, with the most recent charges appearing first.

List charges

List charges DDL

Returns a list of subscription items for a given subscription.

List subscription items

List coupons

List currency codes DDL

Return a list of your customers. The customers are returned sorted by creation date, with the most recent customers appearing first.

List customers

List customers DDL

Return a list of the files that your account has access to.

List files

List invoice items

Returns a list of line items for a given invoice.

List invoice's line items

Return a list of invoices from your Stripe account, based on criteria of your choosing.

List invoices

List invoices DDL

List orders

List orders DDL

List payment intents

Return a list of payment methods for a given customer.

List payment methods

Return a list of people associated with the account's legal entity.

List persons by account

Returns a list of plans in your Stripe account.

List plans

List plans DDL

Return a list of products. The products are returned sorted by creation date, with the most recently created products appearing first.

List products

List products DDL

List setup intents

Update card

Update customer

Updates a new subscription on an existing customer.

Update subscription

List events DDL

Trigger workflows from events that occur via a webhook.

Webhook

Stripe

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

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Connector Department - Finance and Accounting - Cards

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Vestorly - Jonathan Tartell

Finance and Accounting

Stripe - Icon

Duplicate Column

Export an in memory CSV into a JSON file for persistence and use elsewhere.

Export JSON

Find the first row in the table that matches a specific filter.

Find Row

Delete Rows

Rename Columns

Add Row

Export an in memory CSV into a file for persistence and use elsewhere.

Export CSV

Return the number of columns that are available in an in memory CSV.

Get Column Count

Return all columns from single row in the CSV.

Get Row

Return the number of rows that are available in an in memory CSV.  This doesn't take into account content.

Get Row Count

Return all columns from a number of rows from in the CSV.

Get Rows

Update a single column in multiple rows using a function

Update by Function

Create a temporary CSV for use within the current workflow execution from an existing XLSX file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV From XLSX File

Delete Row

Delete a specific CSV created in Current Run and Account scope.

Delete a CSV

Duplicate

Sort CSV

Create a temporary CSV for use within the current workflow execution.  You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV

Create a temporary CSV for use within the current workflow execution from an existing file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV From File

Return a single column from a number of rows from in the CSV.

Get column from rows

Join two CSVs together based on a common field, using a left, inner or outer join. Indexes will automatically be created on for the columns chosen.

Join CSVs

Parse Text

Delete all rows that match a specific filter.

Delete Rows By Filter

Delete columns

Rename Column

Update Cell

Set new values in all rows matching given filters, in the CSV

Update Rows by Filter

Add Column

Add Rows

Create a temporary CSV for use within the current workflow execution from an existing XML file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV From XML File

Delete column

Export an in memory CSV data into a plain text file using a template configuration

Export File

Find rows in the table that match a specific filter.

Find Rows By Filter

Change the characters (such as delimiter and escape character) used in a CSV. This operation may be required for CSVs with embedded new lines and quote character in cell values.

Format CSV

Generate a list of column descriptions from a JSON object (ignoring nested arrays and objects), and provide optional column type definitions to change the types of some fields.

Stripe and CSV integration + automation

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Stripe and CSV Connector Details

Stripe

CSV

Tray is the leading AI ready integration and automation platform

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