Finance and Accounting
Create account, Create bill, Create customer, Create employee, Create invoice, Create purchase, Create time activity, Create transfer, Create vendor, Delete purchase
Archive property, Archive property group, Associate crm objects, Associate custom object, Cancel marketing event (beta), Create CRM contact, Create blog post, Create company, Create contact, Create contact listShow all
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.
Connect sales and accounting data to process sales invoicing and payments faster with QuickBooks Online + HubSpot integrations. Our low-code platform makes it easy for any business user to connect QuickBooks + HubSpot with any data source, without relying on IT support.
Need QuickBooks + HubSpot connectors to streamline invoicing and account management? You can use our visual, drag-and-drop builder to bidirectionally sync QuickBooks + HubSpot with email, webhooks, FTP, spreadsheets, flat files (such as CSVs), and any cloud-based tool (you can even use data from custom fields). Connect your entire tech stack to flow data across your sales, service, and financial tools and boost customer satisfaction.
Close deals and process post-sales processes faster with powerful, multi-step QuickBooks + HubSpot automation. You can use our platform to design automated workflows that accelerate customer onboarding, sync records across QuickBooks + HubSpot, and make accounting a breeze.
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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