Agile CRM + Xero
Integration + Automation

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Agile CRM
+
Xero

Agile CRM and Xero Solutions

Uses

Marketing, Sales, Finance and Accounting

Business professionals that want to integrate Agile CRM with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

  • Integrate with any app with our unique Universal Connector

  • Easily use our drag-and-drop workflow builder

  • Receive hands-on Agile CRM support for ensured success

The Tray Platform routes hundreds of thousands of calls and events per day from Segment to our Marketo instance - enabling us to run smarter, more effective campaigns.

David Dorman - Director of Growth and Demand Generation
Agile CRM

Agile CRM

Connection Type

Tray Toolkit

Triggers

Manual

Scheduled

Webhook

Operations

Get

List

Save

Xero

Xero

Connection Type

Service connector Tray Connector

Triggers

Webhook

Operations

Create invoice notes

Create/update invoice

Delete invoice

Email invoice

Get account

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