Lexoffice - Icon

Lexoffice

LogicMonitor

Kazoo HR

QuickBooks-icon-color

QuickBooks Online

Lodash-icon-color

Lodash

LiveRamp - Icon

LiveRamp

LeafLink - Icon

LeafLink

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Sage Intacct

Absorb

2Checkout

adaptive-insights

Adaptive Insights

Sage 300 - Icon

Sage 300

Kanban Tool

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Affinity

aeries

Aeries

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Sailthru

Grafana

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Postmates

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Entrata

Pigment logo

Pigment

Create comment

Create story

Create task

Delete comment

Delete story

Delete task

Get comment

Return information about the selected epic.

Get epic

Returns information about the selected Project.

Get project

Returns information about a chosen Story based on its ID.

Get story

Return a list of all Epics and their attributes.

List epics

Get task

List epics DDL

Returns information about members of the organization.

List members

List members DDL

Returns a list of all Projects and their attributes.

List projects

List projects DDL

Returns a list of all Stories in a selected Project and their attributes.

List stories

Returns a list of workflows in the organization.

List workflows

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

List stories DDL

List story comments DDL

List story tasks DDL

Update comment

Update story

Update task

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Make customer insights actionable with product usage data

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Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

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Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

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FullContact offers customer intelligence APIs to enable companies to understand their customers holistically.

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Product

Clubhouse

Contact Management

Product Management

List branding themes DDL

List invoice numbers DDL

Retrieves a list of tenancy IDs associated with your account.

List tenancies

Allows you to apply payments to approved AR and AP invoices or refund AR or AP credit notes.

Apply payments

Create bank transfer

Allows you to add contacts to a Xero organisation.

Create contacts

Create invoice notes

Create update bank transaction

Create/update invoice

Deletes an invoice. If the current status of the invoice is DRAFT or SUBMITTED, this will assign the DELETED status to the invoice. Otherwise, if the status of the invoice is AUTHORISED this will assign the VOIDED status to the invoice.

Delete invoice

Delete payment

Emails an invoice to the contact associated with the invoice.

Email invoice

Get a payment

Get account

List tenancies DDL

Retrieves information about a bank transaction.

Get bank transaction

Retrieves information about a bank transfer.

Get bank transfer

Get contact

Retrieves a single sales invoice or purchase bill by invoice ID or number.

Get invoice

To integrate your application with Xero's online invoicing, you can retrieve the online invoice url for sales (ACCREC) invoices. Note: you cannot retrieve an online invoice URL for DRAFT invoices.

Get invoice URL

Get item

Retrieves information about a Xero organisation.

Get organisation

List account IDs DDL

List account codes DDL

List accounts

List attachments

List bank transactions

List bank transactions DDL

List bank transfers

List bank transfers DDL

List branding themes

List contacts

List contacts DDL

List credit note IDs DDL

List currencies

List currencies DDL

List invoice IDs DDL

Retrieves a list of history records associated with an invoice.

List invoice notes

Retrieves a list of sales invoices or purchase bills.

List invoices

List item codes DDL

List items

List line item IDs DDL

List overpayment IDs DDL

List payments

List prepayment IDs DDL

Allows you to update contacts of a Xero organisation

Update contacts

Uploads an attachment to a bank transfer.

Upload attachment to bank transfer

Upload attachment to invoice

Xero is online accounting software that helps you to save time on your paperwork and get paid faster.

Webhook

Xero

Xero 1

Integrations

Fast, easy Xero integrations

Xero 2

Automation

Automate Xero without limits

Xero 3

Use Cases

Next-level Xero automated processes

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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sales-operations-best-practices

How to close the sales revenue gap

Connector Department - Finance and Accounting - Cards

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Vestorly - Jonathan Tartell

Finance and Accounting

Xero - Icon

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Product - Experiences

Product - Capabilities

Product - Platform Features

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

Customer Spotlight

UAC Solutions - By Team

UAC Solutions - By Use Case

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UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

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Mixpanel accelerates mission-critical order-to-cash process by 25%

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Your journey to automation excellence starts here

Resources

Eventbrite accelerates high-quality integration delivery at scale and lifts customer satisfaction

Clubhouse and Xero integration + automation

Popular Clubhouse and Xero integrations

Clubhouse and Xero Connector Details

Clubhouse

Xero

Tray.io is the leader in low-code automation

Similar connectors to Clubhouse and Xero

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