Universal Connector

InvestCloud and Caspio integration + automation

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

InvestCloud and Caspio Connector Details

InvestCloud

InvestCloud

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeUniversal Connector

Minor Configuration Required

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

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

UsesDevelopers
CategoryDeveloper Tools
Connector TypeTray Connector
Operations
Delete records from tableDownload fileInsert record into tableList filesRaw HTTP request (advanced)Update records in table

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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