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Zendesk

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QuickBooks Online

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Stripe

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Sage Intacct

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Intercom

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Xero

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Sage 300

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Freshdesk

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Adaptive Insights

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Anaplan

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Groove

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Pigment

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Gainsight

Help Scout

Drift - Icon

Drift

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Zoho Desk

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Boostr

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Expensify

LivePerson LiveEngage

LivePerson

Braintree

Totango 1

Integration

Totango integrations made easy

Totango 2

Automation

Powerful Totango automation

Totango 3

Use cases

Scalable + efficient customer support

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Curb customer churn with preemptive workflows

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Learn how to prioritize customer support queues 

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Together, Zendesk + Tray.io close the gap between customer support, sales and the rest of the company.

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Finally, an answer to customer churn

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How to integrate NPS into Salesforce CRM

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Customer Success and Support

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Totango

Get payment

Get order

Get subscription

Get bank account

Get customer

Get invoice

Get loyalty account

List invoices DDL

List bank accounts

List bank accounts DDL

Retrieves the list of customer groups of a business.

List customer groups

List customer groups DDL

Lists customer profiles associated with a Square account.

List customers

List customers DDL

Retrieves a list of invoices for a given location.

List invoices

Provides information of all locations of a business.

List locations

List locations DDL

Searches for loyalty accounts in a loyalty program.

Search loyalty accounts

List payments

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

Raw HTTP request (advanced)

Searches the customer profiles associated with a Square account using a supported query filter.

Search customers

Searches for invoices from a location specified in the filter.

Search invoices

Searches all orders for one or more locations.

Search orders

Search subscriptions

Returns a paginated list of TeamMember objects for a business.

Search team members

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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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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Product

marketing tools by tray.io

How Automation is Changing the Face of Business

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E-Commerce

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Square

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Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

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Universal Automation Cloud

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Cvent migrates 500+ legacy integrations and achieves a 95% customer retention rate

Customer Spotlight

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UAC Solutions - By Team

UAC Solutions - By Use Case

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

AVID Nucleus Research ROI report

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AVID achieves 194% ROI and $348,293 in annual cost savings

Resources - Learn & Evaluate

Resources - Success

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Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Udemy

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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 Totango and Square

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

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

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

Integrate Totango and Square 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 Totango and Square and any other API, database, webhook, and more.

Totango and Square integration + automation

Totango and Square Connector Details

Popular Totango and Square integrations

Totango and Square templates