PortaBilling and Freshsales integration + automation

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

PortaBilling and Freshsales Connector Details

PortaBilling

PortaBilling

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Create recordCustom operationDelete recordGet recordList recordsUpdate record
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Freshsale

Freshsales

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UsesSales
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Delete sales activityUpdate sales accountDelete leadCreate contactCreate cti phone callCreate leadDelete sales accountCreate manual callCreate sales accountCreate sales activityDelete contactFiltered searchand 2 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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