QuickBooks-icon-color

QuickBooks Online

Sage 300 - Icon

Sage 300

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Sage Intacct

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Zendesk

PortaBilling - Icon

PortaBilling

Retention Rocket

Stripe - Icon

Stripe

Intercom - Icon

Intercom

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Totango

Xero - Icon

Xero

Square - Icon

Square

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Freshdesk

Groove - Icon

Groove

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Expensify

Gainsight - Icon

Gainsight

LivePerson LiveEngage

LivePerson

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TikTok Shop

skilljar

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Pigment

adaptive-insights

Adaptive Insights

List all organizations for the authenticated user

List organizations

List organizations DDL

Lists the tags associated with a specific ticket.

List tags in a ticket

List ticket tags

List tickets

List tickets DDL

List tickets by contact

Add comment to ticket

Add tags to ticket

Create call

Create contact

Create ticket

Get call

Get contact history

Get ticket

List accounts

List accounts DDL

List agents

List agents DDL

List contacts

List departments

List departments DDL

List views

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

Raw HTTP request (advanced)

Remove tags from ticket

Search

Search contacts

Search ticket tags

Update call

Update ticket

21-9-Hm-3

Curb customer churn with preemptive workflows

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using-intercom-and-salesforce-to-personalize-your-selling

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

Connector Department - Customer Success and Support - Cards

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Mike Atwood - Vox Media

Vox Media - Mike Atwood

Customer Success and Support

Zoho Desk - Icon

Zoho Desk

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

Connector Department - Finance and Accounting - Cards

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Vestorly - Jonathan Tartell

Finance and Accounting

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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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UAC Solutions - By Team

UAC Solutions - By Use Case

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

Solutions Customer Spotlight: Beyond Finance CTA - Primary

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Beyond Finance reduces employee onboarding time from 10 days to 5 minutes

Resources - Learn & Evaluate

Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Udemy

Resources Customer Spotlight - Primary

Udemy - White Full

Udemy streamlines self-service to enterprise sales process and saves 20+ hours per month

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Zoho Desk and Anaplan integration + automation

Popular Zoho Desk and Anaplan integrations

Zoho Desk and Anaplan Connector Details

Zoho Desk

Anaplan

Tray is the leading AI ready integration and automation platform

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