PortaBilling and Workstack integration + automation

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

PortaBilling and Workstack 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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Workstack logo

Workstack

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UsesAll
CategoryProject Management
Connector TypeTray Connector
Operations
Delete projectDelete a holiday for a userGet projectDelete commentList tasksGet taskCreate taskDelete taskList all comments for a todoUpdate commentList all meetings for a userDelete meetingand 17 more...

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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