Agile CRM and Sage 300 integration + automation
Agile CRM and Sage 300 integrations couldn’t be easier with the Tray Platform’s robust Agile CRM and Sage 300 connectors, which can connect to any service without the need for separate integration tools.
Popular Agile CRM and Sage 300 integrations
Agile CRM and Sage 300 Connector Details
Connector TypeTray Connector
Operations
Create helpdesk ticketCreate deal noteList notes by dealUpdate taskCreate taskUpdate dealGet companyList dealsList tracksUpdate contactUpdate companyCreate companyand 4 more...
Connector TypeTray Connector
Operations
View documentationDelete ICItemGet OEOrderGet POInvoice by sequence keyGet POPurchaseOrder by sequence keyGet POReceipt by sequence keyUpdate ARCustomerDelete ARCustomer by numberRaw HTTP request (advanced)Delete ARNationalAccount by numberCreate POPurchaseOrderCreate POReceiptCreate OEMiscellaneousChargeand 27 more...
The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.
