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QuickBooks Online and Copper integration + automation
The Tray Platform’s flexible, low-code platform enables anyone to easily integrate every app in their stack so they can automate any business process. Start innovating today.
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QuickBooks Online and Copper Solutions
Uses
Finance and Accounting, Marketing, Sales
Business professionals that want to integrate QuickBooks Online with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.
Integrate with any app with our unique Universal Connector
Easily use our drag-and-drop workflow builder
Partner with our CS team and receive hands-on QuickBooks Online support
This is the most powerful and flexible process management tool out there. Anytime you have a use case where two systems need to talk to each other; the Tray Platform is ideal.
QuickBooks Online
Connection Type
Tray Connector
Triggers
Webhook
Operations
Create account
Create bill
Create customer
Create employee
Create invoice
Copper
Connection Type
Tray Connector
Triggers
Webhook (advanced)
Webhook (advanced)
Operations
Activity exists?
Are leads enabled?
Company exists?
Create activity
Create company
