Universal Connector

QuickBooks Online and cb insights integration + automation

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

QuickBooks Online and cb insights Connector Details

QuickBooks logo

QuickBooks Online

Learn more
UsesFinance and Accounting
CategoryFinance and Accounting
Triggers
Webhook
Connector TypeTray Connector
Operations
Create purchaseCreate time activityCreate accountCreate billCreate customerCreate employeeCreate invoiceCreate vendorDelete purchaseDelete time activityDelete transferGet accountand 34 more...
View documentation
cb insights

cb insights

Learn more
UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use cb insights connector available at the moment.

To get data in and out of cb insights, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

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

Connector Awards

Try Tray today and see for yourself. No strings attached.