Expensify and Insightly integration + automation

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

Expensify and Insightly Connector Details

Expensify logo

Expensify

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Add expenses
Insightly logo

Insightly

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Create contactDelete contactGet contactList contact custom fieldsList contact relationshipsList contactsList countriesList organisationsSearch contactsUpdate contact

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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Try Tray today and see for yourself. No strings attached.