Lexoffice - Icon

Lexoffice

LivePerson LiveEngage

LivePerson

QuickBooks-icon-color

QuickBooks Online

SageIntacct-icon-color

Sage Intacct

2Checkout

adaptive-insights

Adaptive Insights

Sage 300 - Icon

Sage 300

Retention Rocket

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Zendesk

Freshdesk-icon-color

Freshdesk

Intercom - Icon

Intercom

Gainsight - Icon

Gainsight

Stripe - Icon

Stripe

Pigment logo

Pigment

PortaBilling - Icon

PortaBilling

GatherUp - Icon

GatherUp

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Drift

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Mav - Icon

Expensify-icon-color

Expensify

Get conversation

Create customer

Create a new note thread on a conversation

Create note

Delete conversation

List customers

List mailboxes

Retrieve a list of tags used across all mailboxes

List tags

Retrieve a list of threads for a conversation

List threads

List users

Update an existing address for a customer

Update address

Update an existing chat handle for a customer

Update chat

Update an existing conversation. Only one field can be updated at a time.

Update conversation

Update customer

Update email

Update an existing phone number for a customer

Update phone

Update an existing thread. Only thread text can be updated at this time.

Update thread

List conversations

Get customer

Create conversation

Get user

Update an existing social profile for a customer

Update social profile

Update tags

21-9-Hm-3

Curb customer churn with preemptive workflows

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Learn how to prioritize customer support queues 

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Together, Zendesk + Tray.io close the gap between customer support, sales and the rest of the company.

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Finally, an answer to customer churn

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How to integrate NPS into Salesforce CRM

Connector Department - Customer Success and Support - Cards

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Mike Atwood - Vox Media

Vox Media - Mike Atwood

Customer Success and Support

Help Scout

List branding themes DDL

List invoice numbers DDL

Retrieves a list of tenancy IDs associated with your account.

List tenancies

Allows you to apply payments to approved AR and AP invoices or refund AR or AP credit notes.

Apply payments

Create bank transfer

Allows you to add contacts to a Xero organisation.

Create contacts

Create invoice notes

Create update bank transaction

Create/update invoice

Deletes an invoice. If the current status of the invoice is DRAFT or SUBMITTED, this will assign the DELETED status to the invoice. Otherwise, if the status of the invoice is AUTHORISED this will assign the VOIDED status to the invoice.

Delete invoice

Delete payment

Emails an invoice to the contact associated with the invoice.

Email invoice

Get a payment

Get account

List tenancies DDL

Retrieves information about a bank transaction.

Get bank transaction

Retrieves information about a bank transfer.

Get bank transfer

Get contact

Retrieves a single sales invoice or purchase bill by invoice ID or number.

Get invoice

To integrate your application with Xero's online invoicing, you can retrieve the online invoice url for sales (ACCREC) invoices. Note: you cannot retrieve an online invoice URL for DRAFT invoices.

Get invoice URL

Get item

Retrieves information about a Xero organisation.

Get organisation

List account IDs DDL

List account codes DDL

List accounts

List attachments

List bank transactions

List bank transactions DDL

List bank transfers

List bank transfers DDL

List branding themes

List contacts

List contacts DDL

List credit note IDs DDL

List currencies

List currencies DDL

List invoice IDs DDL

Retrieves a list of history records associated with an invoice.

List invoice notes

Retrieves a list of sales invoices or purchase bills.

List invoices

List item codes DDL

List items

List line item IDs DDL

List overpayment IDs DDL

List payments

List prepayment IDs DDL

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Allows you to update contacts of a Xero organisation

Update contacts

Uploads an attachment to a bank transfer.

Upload attachment to bank transfer

Upload attachment to invoice

Xero is online accounting software that helps you to save time on your paperwork and get paid faster.

Webhook

Xero

Xero 1

Integrations

Fast, easy Xero integrations

Xero 2

Automation

Automate Xero without limits

Xero 3

Use Cases

Next-level Xero automated processes

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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sales-operations-best-practices

How to close the sales revenue gap

Connector Department - Finance and Accounting - Cards

Vestorly - Full - Dark

Vestorly - Jonathan Tartell

Finance and Accounting

Xero - Icon

Watch the demo CTA Item - Used in main nav

Navigation CTA - Get Started

Product - Experiences

Product - Capabilities

Product - Platform Features

See Pricing / see packages

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

Help Scout and Xero integration + automation

Popular Help Scout and Xero integrations

Help Scout and Xero Connector Details

Help Scout

Xero

Tray.io is the leader in low-code automation

Similar connectors to Help Scout and Xero

Discover the ultimate AI-powered iPaaS that supercharges your business with quick, seamless ecosystem integrations.