InvestCloud and NetSuite integrations couldn’t be easier with the Tray Platform’s robust InvestCloud and NetSuite connectors, which can connect to any service without the need for separate integration tools.
Minor Configuration Required
To get data in and out of InvestCloud and NetSuite, use one of our generic connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder
While it takes a little more time up front - we suggest using Connector Builder to make it faster to build InvestCloud and NetSuite integrations down the road.
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.