Universal Connector

Intercom and Sertifi integration + automation

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

Intercom and Sertifi Connector Details

Intercom

Intercom

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UsesCustomer Success and Support, All
CategoryCustomer Success and Support
Triggers
Event webhookWebhook
Connector TypeTray Connector
Operations
Archive contactAssign conversationAttach contact to companyAttach contact to conversationAttach tag to contactClose conversationCreate conversationCreate message as adminList adminsCreate noteCreate/update companyDelete contactand 20 more...
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Sertifi

Sertifi

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UsesFinance and Accounting
CategoryContract Management
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Sertifi connector available at the moment.

To get data in and out of Sertifi, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

The Tray Platform enables better cross-team collaboration, easier sharing of data in real time, and transparency across the client lifecycle.

Mike Atwood
Mike Atwood, Executive Director of Client Success
Vox Media

Tray.io is the leader in low-code automation

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