Universal Connector

InvestCloud and Catchpoint integration + automation

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

InvestCloud and Catchpoint 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.

Catchpoint logo

Catchpoint

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UsesProduct
CategoryDesign
Connector TypeUniversal Connector

Minor Configuration Required

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

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

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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