Blackbaud Financial Edge and Outreach integration + automation

Blackbaud Financial Edge and Outreach integrations couldn’t be easier with the Tray Platform’s robust Blackbaud Financial Edge and Outreach connectors, which can connect to any service without the need for separate integration tools.

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Blackbaud Financial Edge and Outreach Connector Details

Blackbaud Financial Edge

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UsesFinance and Accounting

CategoryFinance and Accounting

Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Blackbaud Financial Edge connector available at the moment.

To get data in and out of Blackbaud Financial Edge, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

Outreach

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UsesSales

CategorySales Enablement

Triggers

Webhook

Connector TypeTray Connector

Operations

Delete taskList prospectsList sequence statesAdd prospect to sequenceCreate accountCreate call dispositionCreate call purposeCreate compliance requestCreate mailingCreate opportunityCreate prospectCreate sequenceand 59 more...

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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.
Jonathan Tartell, CPA VP of Operations and Finance