Sage Intacct and Freshdesk integration + automation

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

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Sage Intacct and Freshdesk Connector Details

Sage Intacct

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UsesFinance and Accounting

CategoryFinance and Accounting

Connector TypeTray Connector

Operations

Create account groupCreate billCreate accountCreate budgetCreate budget detailCreate contactCreate expense reportCreate journal entryCreate order entry transactionCreate reporting periodCreate statistical accountCreate statistical journal entryand 53 more...

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Freshdesk

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UsesCustomer Success and Support

CategoryCustomer Success and Support

Connector TypeTray Connector

Operations

Create companyDelete noteList contact fieldsUpdate companyDelete contactDelete ticketDelete companyList groupsRaw HTTP request (advanced)Get companyCreate contactCreate noteand 8 more...

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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