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NetSuite

SAPERP-icon-color

SAP ERP

Xero-icon-color

Xero

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Stripe

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Sage Intacct

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Infor

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Concur

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Adaptive Insights

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Coupa

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Anaplan

SAP-1

SAP S/4Hana

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QuickBooks Payments

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Expensify

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Freshbooks

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Ordway

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Microsoft Power BI

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Salesforce

Microsoft Teams

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Asana

Microsoft Sharepoint

Create account

Create bill

Create customer

Create employee

Create invoice

Create purchase

Create time activity

Create transfer

Create vendor

Delete purchase

Delete time activity

Delete transfer

Get account

Get bill

Get class

Get credit memo

Get credit memo as PDF

Get customer

Get department

Get employee

Get invoice

Get payment

Get payment method

Get purchase

Get tax code

Get term

Get time activity

Get transfer

Get vendor

List accounts

List accounts DDL

List bills

List classes

List classes DDL

List credit memos

List credit memos DDL

List customers

List departments

List departments DDL

List discount accounts DDL

List employees

List entities DDL

List invoices

List items

List items DDL

List all payment methods in your company.

List payment methods

List payment methods DDL

List all payments in your company, from a given date.

List payments

List purchases

List tax codes

List tax codes DDL

List tax rates

List tax rates DDL

List terms

List terms DDL

List time activities

List transfers

List vendors

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Run query

Update bill

Update customer (sparse)

Update employee

Update invoice

Update purchase

Update time activity

Update transfer

Update vendor

Subscribe to QuickBooks Push Notifications.

Webhook

QuickBooks

Finance Leader Success Story

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Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Optimize your events with Zuora-Slack integration

Thryv Success Story

Dex Yp used Tray.io to connect their MarTech stack

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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How to close the sales revenue gap

Media Leader Success Story

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Leading media firm expedites RFP processes with automation

Connector Department - Finance and Accounting - Cards

Vestorly case study

Jonathan Tartell - CPA VP of Operations and Finance

Finance and Accounting

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QuickBooks Online

Mitigate risk and monitor real-time spending with easy-to-use, low-code automation. Integrate with payroll, HR, and any other tools on the Tray Platform.

Integration & Automation

Get the most out of your content management system with fast, easy to build integrations across your tech stack and powerful process automation on the low-code Tray Platform.

Content Management System (CMS)

It’s easy to make valuable customer insights actionable by integrating your customer data platform and automating CDP processes with the low-code Tray Platform.

Customer Data Platform (CDP)

Make revenue processes more efficient and set your sales team up for success with CRM integrations and powerful automation on the low-code Tray Platform.

Customer Relationship Management (CRM)

Integrate your database with any apps in your tech stack to streamline ETL, analytics, and any other data-driven process with automation using the low-code Tray Platform.

Database

Capture the full value of enriched lead and contact data with seamless, easy-to-build integrations and powerful automation on the low-code Tray Platform.

Data Enrichment

Get the absolute most out of your email with fast, easy-to-build integrations to any cloud services and powerful automation on the low-code Tray Platform.

Email

Easily integrate your HRIS with payroll, accounting, and any other app, while using automation to streamline any HR process with the low-code Tray Platform.

Human Resources Information Systems (HRIS)

Securely manage identity access at scale across your tech stack with seamless API integrations and powerful, low-code automation on the Tray Platform.

Identity Management

Get the most out of your LMS with fast, easy-to-build integrations across your tech stack and powerful process automation on the low-code Tray Platform.

Learning Management Systems (LMS)

Execute every project flawlessly by integrating project tools across your entire tech stack and expediting processes with low-code automation on the Tray Platform.

Project Management

Reach more prospects, boost conversions, and capture more opportunities with easy-to-build sales enablement integrations and automation on the low-code Tray Platform.


Sales Enablement

Connectors

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Awards - G2 Users Most Likely To Recommend Winter 2021

G2 - High Performer Mid-Market Winter 2021

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Awards - G2 High Performer Winter 2021

Awards - Leader Mid-Market Winter 2021

Awards - Leader Winter 2021

G2 - Momentum Leader API Mangement Winter 2021

Awards - G2 Momentum Leader API Mangement Winter 2021

Awards - G2 Momentum Leader iPaaS Winter 2021

Tray.io is the leader in low-code automation

Integrates Clearbit and BuiltWith with Salesforce to continually enrich 650,000 opportunities

AdRoll integrates disparate lead data to target the best opportunities

Brendon Ritz - Marketing Operations Lead

AdRoll Success Story

AdRoll is a leading performance marketing platform with over 35,000 clients worldwide.

AdRoll Case Study

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Learn how to drive more conversions, faster with automation

How to Automate the Entire Lead Lifecycle

About Tray

Automate the Entire Lead Lifecycle Guide

Automate the entire lead lifecycle

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APIs: The most powerful tools you didn't know you had

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Chartio offers cloud-based data exploration simple enough for anyone.

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Broaden visibility of customer health

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Together, Zendesk + Tray.io close the gap between customer support, sales and the rest of the company.

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AdRoll - Full

Featured partner

AdRoll

Example Quote

Business professionals that want to integrate %connector% 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.

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

%connector% integration + automation

QuickBooks Online and intarS integration + automation

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

Popular QuickBooks Online and intarS integrations

QuickBooks Online

intarS

Tray.io is the leader in low-code automation

Popular Finance and Accounting and ERP Systems Connectors

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Transforming over 47,000+ organizations

The Tray Platform is...

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Easy

Powerful

Scalable

Trusted

Resources

Finance leader integrates CRM & payments to strengthen sa...

Optimize your events with Zuora-Slack integration

Thryv integrates online orders & payments to mobilize 1,5...

Recurly's subscription-payment functionality integrates w...

How to close the sales revenue gap

Leading media firm expedites RFP processes with automation

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