Universal Connector

FinancialForce and Close integration + automation

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

FinancialForce and Close Connector Details



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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.

CategoryContact Management
Connector TypeTray Connector
Get userUpdate leadGet leadDelete contactList usersCreate leadCreate contactDelete leadList contactsGet contactUpdate contactList leads
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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

Tray.io is the leader in low-code automation

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