Universal Connector

FinancialForce and Kanban Tool integration + automation

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

FinancialForce and Kanban Tool 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.

Kanban Tool

Kanban Tool

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UsesProduct
CategoryContact Management
Connector TypeTray Connector
Operations
List all tasks for a boardGet userList all boards for a userGet task detailsCreate taskDelete taskGet board detailsGet current userRestore taskUpdate task
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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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