QuickBooks Online and Velocify integration + automation

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

QuickBooks Online and Velocify Connector Details

QuickBooks logo

QuickBooks Online

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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...
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Velocify logo

Velocify

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UsesSales
CategorySales Performance Management (SPM)
Connector TypeTray Connector
Operations
Create fieldCreate field groupCreate lead actionGet leadList action typesList field groupsList field typesList field typesList fieldsList lead IDsList leadsUpdate lead field
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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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