Adaptive Insights and 3CX Phone System integration + automation

Adaptive Insights and 3CX Phone System integrations couldn’t be easier with the Tray Platform’s robust Adaptive Insights and 3CX Phone System connectors, which can connect to any service without the need for separate integration tools.

Uses

Finance and Accounting

Category

Finance and Accounting

Connector type

Tray Connector

Triggers

None

Operations

Create account, Create dimension, Create dimension value, Create level, Create user, Export data (standard), Export modeled sheet data, Import data (standard), Import modeled sheet data, List sheets

Uses

All

Category

Telephony

Connector type

Universal Connector

Triggers

None

Operations

None

Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Tray.io is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021

Popular Finance and Accounting and Telephony Connectors

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The Tray Platform is...

Flexible

Flexible

Connect to anythingAccess every endpointAutomate any event

Easy

Easy

Visual and intuitive UX Clicks-or-code automationCollaborative development

Powerful

Powerful

Logical operatorsAdvanced capabilitiesReal-time logs

Scalable

Scalable

Elastic scalabilityParallel processingLog data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access

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