Universal Connector

InvestCloud and Zoom integration + automation

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

InvestCloud and Zoom 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.

UsesAll
CategoryCollaboration
Triggers
Webhook
Connector TypeTray Connector
Operations
List call logsUpdate user statusGet meeting reportGet webinar polls reportGet webinar reportAdd meeting registrantsCreate meetingCreate usersCreate webinarCreate webinar registrantDelete userGet account call logsand 20 more...
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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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