Universal Connector

Freshbooks and PandaDoc integration + automation

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

Freshbooks and PandaDoc Connector Details

Freshbooks logo

Freshbooks

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeUniversal Connector

Minor Configuration Required

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

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

PandaDoc

PandaDoc

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UsesMarketing, All
CategoryContent Collaboration Software
Connector TypeTray Connector
Operations
Download documentGet document detailsGet document statusGet template detailsList documentsCreate document from templateCreate document linkDelete documentDelete templateList templatesSend document
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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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