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Clubhouse

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Zuora

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ServiceTitan

ClickUp

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AccuWeather

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Constant Contact

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Postmates

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Alteryx

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Ellucian Ethos

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Talkdesk

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Samsara

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AWS CloudWatch

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Amplitude

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AWS Cloudfront

Download the file of a specific document version.

Download document version file

Create binder

Create a single document in the vault.  You can also create a document placeholder by including document information in the request and withholding the file object.

Create document

Create an attachment on the latest version of a document. If the attachment already exists, Vault uploads the attachment as a new version of the existing attachment.

Create document attachment

Upload files or folders up to 50MB to the File Staging Server.

Create files or folders in the staging server

Create or add multiple document versions in bulk via CSV file.

Create multiple document versions

Add a new draft version of an existing document. You can choose to either use the existing source file or a new source file. These actions will increase the document’s minor version number. This is analogous to using the 'Create Draft' action in the UI.

Create single document version

Delete binder

Download document

Get binder

Get document

Retrieve all metadata from a document classification.

Get document classification

Retrieve all metadata from a document subtype, including all of its classifications (when available).

Get document subtype

Retrieve all metadata from a document type, including all of its subtypes (when available) and fields.

Get document type

Retrieve all fields and values configured on a document version.

Get document version

Retrieve all standard and custom document fields and field properties

List all document fields

List all document fields DDL

List binders

List binders DDL

Retrieve the attachment(s) of a specified document.

List document attachments

List document attachments DDL

List document classifications DDL

List document fields

List document subtypes DDL

List document types

List document types DDL

List document types label DDL

Retrieve all documents to which you have access.

List documents

List documents DDL

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

Raw HTTP request (advanced)

Update binder

Update document

Update the description of an attachment on the latest version of a document.

Update document attachment description

Update editable field values on a specific version of a document.

Update document version

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Travel and hospitality leader positions itself for powerful revenue growth

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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Duplicate Column

Delete Rows

Update a single column in multiple rows using a function

Update by Function

Delete Row

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

Parse Text

Rename Column

Rename Columns

Sort CSV

Add Column

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

Add Row

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

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 all rows that match a specific filter.

Delete Rows By Filter

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

Delete a CSV

Delete column

Delete columns

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

Export CSV

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

Export File

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

Find rows in the table that match a specific filter.

Find Rows By Filter

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.

Generate columns from object

Return the data in a specifc cell in the CSV.

Get Cell

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

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

Get column from rows

Import an external CSV file into an existing in memory CSV

Import Data

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

Update Rows by Filter

Add Rows

Duplicate

Update Cell

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

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

CSV 1

Integration

Integrate your CSVs with any data source, fast

CSV 2

Automation

Powerful CSV automation

CSV 3

Use cases

Take full control of your CSV data

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The ultimate guide to automating the entire lead lifecycle

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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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Marketing

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Contact Management

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

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

Integrate Veeva and CSV 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 Veeva and CSV and any other API, database, webhook, and more.

Veeva and CSV integration + automation

Popular Veeva and CSV integrations

Veeva and CSV Connector Details

Veeva

CSV

Tray is the leading AI ready integration and automation platform

Similar connectors to Veeva and CSV