Overview
Tray.io believes that any organization can and should automate. With the Tray Platform, citizen automators throughout organizations can easily automate complex processes through a powerful, flexible platform, and can connect their entire cloud stack thanks to APIs. Today, businesses such as Intercom, Segment, and Outreach rely on Tray.io to connect, process, and automate data between the tools they use every day.
Authentication
When using the Pendo connector, the first thing you will need to do is go to your Tray.io account page, and select the workflow you wish to work on. Once in the workflow dashboard itself, search and drag the Pendo connector from the connectors panel (on the left hand side) onto your workflow.
With the new Pendo connector step highlighted, in the properties panel on the right, click on 'New Authentication' which is located under the 'Settings' heading.
This will result in a Tray.io authentication pop-up window. First name your authentication and choose your auth level ('Personal' or 'Organisation'). Once you've clicked 'Next Step' you will see that you need your Pendo Integration Key.
To find this key, login to Pendo, and in the sidebar, click 'Settings' and then 'Integrations'. On the page that appears, click on the 'Integration Keys' tab.
You will see a list of integration keys that have already been created. You can either use an existing key, or create a new one by clicking 'Add Integration Key'.
Once you have an integration key, copy it into the x-pendo-integration-key field in the Tray.io authentication popup, and then click 'Add authentication'.
Once you have clicked the 'Add authentication' button, go to back to your authentication field (within the workflow dashboard properties panel from earlier), and select the recently added authentication from the dropdown options now available.
Your connector authentication setup should now be complete.
Basic Operations List
- Aggregation
- Get report contents
- Get report contents as CSV
- List reports
- Update object values
Example Usage
TRAY POTENTIAL: Tray.io is extremely flexible. By design there is no 'fixed' way of working with it - you can pull whatever data you need from other services and work with it using our core and helper connectors. This demo which follows shows only one possible way of working with Tray.io and this connector. Once you've finished working through this example please see our Introduction to working with data and json paths page and Data Guide for more details.
Below is an example of a way in which you could potentially use the Pendo connector, to list all of the reports in your account and export their contents in CSV format.
The steps will be as follows:
- Add 'List reports' step
- Add Loop collection
- Add 'Get report contents as CSV' step
The final outcome should look like this:
1 - Setup trigger & add 'List reports' step
Once you have clicked 'Create new workflow' on your main Tray.io dashboard (and named said new workflow), select the Manual trigger from the trigger options available:
Once you have been redirected to the Tray.io workflow dashboard, from the connectors panel on the left, add a Pendo connector to your second step. Set the operation to 'List reports'.
Feel free to re-name your steps as you go along to make things clearer for yourself and other users.
When run, this workflow will list all users in your Pendo account.
2 - Add Loop Collection
The Loop Collection allows you to iterate through a list of results. In this example, we will use it to iterate through each user that was returned by the previous step.
Search 'loop collection' and drag the connector into your workflow as the next step:
You can specify the list you want to loop through using the 'List' input field. Use the connector-snake to assign this field to the 'data' array that is produced by the 'List reports' step:
- JSONPATHS: For more information on what jsonpaths are and how to use jsonpaths with Tray.io, please see our Intro page and Data Guide for more details.
- CONNECTOR-SNAKE: The simplest and easiest way to generate your jsonpaths is to use our feature called the Connector-snake. Please see the main page for more details.
When run, this workflow will iterate through the list of reports provided. However, at the moment it doesn't do anything with that list.
3 - Get report contents as CSV
We are now going to use the Loop Collection to retrieve the contents of each report as a CSV file.
First, add a new Pendo connector step inside of the Loop Collection, and select the operation 'Get report contents as CSV':
Next, configure it with the right report ID. Use the connector-snake once more to assign the 'Report ID' field to the id value output by the Loop Collection:
Now, when this workflow is run, it will first list every report, and then for each individual report, it will return its contents in CSV format.
BEST PRACTICES: Whenever you decide to use create your own workflow, please make sure you take a look at our Managing data best practices guide.
Full Operations Reference
Aggregation
Aggregations are a query language for accessing and processing Pendo data.
Get account by ID
Gets an account object using an account ID.
Get report contents
Returns report contents as JSON.
Get report contents as CSV
Returns report contents as CSV.
Get visitor by ID
Retrieves visitor specific details by a visitor ID.
Get visitor history
Returns a summary of visitor activity for a 24 hour time period.
List reports
Returns all public reports for a subscription.
Update object values
Sets the value of multiple metadata fields on a set of accounts or visitors.
