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Lexoffice

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QuickBooks Online

2Checkout

adaptive-insights

Adaptive Insights

Sage 300 - Icon

Sage 300

Stripe - Icon

Stripe

Pigment logo

Pigment

PortaBilling - Icon

PortaBilling

PersistIQ-icon-color

PersistIQ

Pex - Icon

Expensify-icon-color

Expensify

Xero - Icon

Xero

Ordway - Icon

Ordway

Square - Icon

Square

TikTok Shop - Icon

TikTok Shop

Velocify-icon-color

Velocify

Anaplan-icon-color

Anaplan

CallRail - Icon

CallRail

Chargebee - Icon

Chargebee

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Amazon Business

Create account group

Create bill

Create account

Create budget

Create budget detail

Create contact

Create expense report

Create journal entry

Create order entry transaction

Create reporting period

Create statistical account

Create statistical journal entry

Create transaction allocation

Delete account

Delete account group

Delete budget

Delete budget detail

Delete contact

Delete journal entry

Deletes an order entry transaction by ID.

Delete order entry transaction

Delete reporting period

Delete statistical account

Delete statistical journal entry

Delete transaction allocation

A generic operation to utilise the read by query function.

Generic read by query

Generate report ID

Get account

Get account by name

Returns information about an account group.

Get account group

Get budget

Returns information about a budget detail.

Get budget detail

Get contact

Get dimension

Get entity

Get entity fields DDL

Returns information about a journal entry.

Get journal entry

Returns information about a journal entry line.

Get journal entry line

Returns information about a reporting period.

Get reporting period

Returns information about a revenue recognition schedule.

Get revenue recognition schedule

Returns information about a revenue recognition schedules entry.

Get revenue recognition schedules entry

Returns information about a statistical account.

Get statistical account

Returns information about a statistical journal entry.

Get statistical journal entry

Returns information about a statistical journal entry line.

Get statistical journal entry line

Returns information about a transaction allocation.

Get transaction allocation

List account balances

Returns a list of account group hierarchies.

List account group hierarchies

List account groups

List account number DDL

List dimensions DDL

List accounts

List budget details

List budgets

List contacts

Lists all standard dimensions and UDDs in a company along with helpful integration information about the object.

List dimensions

List entities

List entities DDL

Returns a list of general ledger details.

List general ledger details

List journal entries

List journal entry lines

Retrieve the list of fields for an object type.

List object fields

List object fields DDL

Lists all standard and custom objects in a company, regardless of your permissions or the company’s subscriptions.

List objects

List objects DDL

List reporting periods

Returns a list of revenue recognition schedule entries.

List revenue recognition schedule entries

Returns a list of revenue recognition schedules.

List revenue recognition schedules

List statistical accounts

Returns a list of statistical journal entries.

List statistical journal entries

Returns a list of statistical journal entry lines.

List statistical journal entry lines

Returns a list of transaction allocations.

List transaction allocations

List vendors

Read report by ID

Update account

updates an account group. The members, based on the structure type of the group, must also be passed with any update.

Update account group

Update budget

Update budget detail

Update contact

Update journal entry

Update order entry transaction

Update reporting period

Update statistical account

Update statistical journal entry

Update transaction allocation

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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How to close the sales revenue gap

Connector Department - Finance and Accounting - Cards

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Finance and Accounting

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Sage Intacct

Retrieve the daily activity of multiple users within the Gong system for a range of dates.

List daily activity

Create custom engagement events in Gong and display them as events in Gong’s activity timeline, when a content is engaged by an external participant.

Create content action

Retrieve all references to an email address.

List email references

Create engagement events in Gong when a Gong user shares content with external participants.

Create content shared

Create engagement events in Gong and display them as events in Gong’s activity timeline, when a content is viewed by an external participant.

Create content viewed

Create new call

Get call data

Lists the activity of multiple users within the Gong system during a defined period. Given the period, this endpoint returns multiple records, one for each user, with an applicable activity during the period. Each record includes statistics about the user's activity.

List activity for users

Lists the aggregated activity of multiple users within the Gong system for each time period within the defined date range. 

List activity for users by date range

Retrieve all the answers for the scorecards that were reviewed during a specified date range, for calls that took place during a specified date range, for specific scorecards or for specific reviewed users. 

List answered scorecards

Retrieve interaction stats for users based on calls that have Whisper turned on.

List interaction stats

Retrieve details of any leads or contacts with chosen phone number and their associated calls and email messages.

List phone references

Retrieve all the scorecards within the Gong system.

List scorecards details

List users by filter

Retrieve detailed call data for calls that took place during a specified date range and have specified call IDs.

List call data by date or call IDs

List calls that took place during a specified date range.

List call data

List users DDL

List users

Get user

Get user history

Lists the transcripts of calls that took place during a specified date range and have specified call IDs.

Sage Intacct and Gong.io integration + automation

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Sage Intacct and Gong.io Connector Details

Sage Intacct

Gong.io

Tray.io is the leader in low-code automation

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