Insightly and Zuora integration + automation

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

Insightly and Zuora Connector Details

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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
UsesSales, Finance and Accounting
CategoryContact Management
Connector TypeTray Connector
Operations
Create accountCreate exportExecute ZOQL query (Advanced)Get accountGet contactGet invoiceGet orderGet subscriptionList accountsList ordersList orders by subscription numberList paymentsand 1 more...
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The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
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