Universal Connector

FinancialForce and CleverReach integration + automation

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

FinancialForce and CleverReach Connector Details

FinancialForce

FinancialForce

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UsesFinance and Accounting
CategoryERP Systems
Connector TypeUniversal Connector

Minor Configuration Required

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

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

CleverReach

CleverReach

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UsesMarketing
CategoryEmail
Connector TypeTray Connector
Operations
Create attributeCreate group attributeCreate group receiverCreate group receiver tagsList groupsCreate or update group receiversCreate receiver tagsGet group receiverList attributesList blacklisted emailsList group attributesList group blacklisted emails
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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
Vestorly

Tray.io is the leader in low-code automation

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