ConnectWise and Xero integration + automation

Now, business users in finance, IT, revenue operations, HR, customer support, and more can quickly build robust ConnectWise + Xero automation. Stitch together any combination of tools to automate any use case. Use our full suite of pre-built connectors, data helpers, and custom logic operators to design fully customized workflows that meet your exact specifications. 

For example, you can streamline accounting processes by freely flowing data for accounts, invoices, payroll, and more across multiple channels. You can also auto-create new tasks in your IT management tool based on accounting software activity. 

Deeply connect Xero, ConnectWise, and any other go-to software, including your payroll processing tools, internal chat tools, ERP, customer data platform, intranet, project management tools, and more. 

Business users love our platform’s ease of use for standing up powerful integrations in minutes. Technical users also rely on our platform to manage heavy-duty data jobs pushing billions of records daily. And thanks to our elastic, serverless architecture, your workflows will always scale automatically with your changing data needs. 

Use advanced ConnectWise + Xero automation to take your IT management and accounting processes to the next level. Need to visualize financial processes in powerful dashboards by centralizing your data? Need trigger alerts in your internal chat tool for key stakeholders to approve invoices? The Tray Platform can automate any use case since we can connect any tool, including Slack, Salesforce, Power BI, QuickBooks, Airtable, DocuSign, and many others. 

Our enterprise-grade security means IT and security leaders trust us with even their most sensitive data. We’re SOC 2 Type 2-certified and compliant with key data privacy regulations such as GDPR, CCPA, and HIPAA.