Finance and Accounting, HR
Create record, Delete record, Filter Records (advanced query), Find records, Find records DDL, Get field for replace DDL, Get record, List field options, List field options DDL, List record fieldsShow all
Add custom field to list, Bulk add task comment, Bulk add task tag, Bulk create task, Bulk delete task tag, Bulk move task, Bulk update task assignee, Bulk update task due date, Bulk update task priority, Bulk update task statuses
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.
Supercharge your project management and ERP processes with robust ClickUp + NetSuite integrations on the low-code Tray Platform. Our intuitive builder makes it easy for anyone to drag and drop together ClickUp, NetSuite, and any other go-to application in your tech stack. Deploy powerful integrations in minutes, without relying on IT.
Need ClickUp + NetSuite connectors to unsilo your ERP and project management data? Just use our 100% visual interface to seamlessly integrate any combination of tools and flow data wherever you need. Bi-directionally sync any data source at the API level, including flat files (such as CSVs), FTP, email, webhooks, spreadsheets, and any cloud software—even using data within custom fields.
And easy integrations are just the beginning. You can empower your teams to do more, faster, and refocus on project execution with custom ClickUp + NetSuite automation. Build automated workflows to reduce administrative work and give your full attention to high-level strategic initiatives, such as financial forecasting and aligning your teams around key objectives.
Connect to anythingAccess every endpointAutomate any event
Visual and intuitive UX Clicks-or-code automationCollaborative development
Logical operatorsAdvanced capabilitiesReal-time logs
Elastic scalabilityParallel processingLog data storage
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
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