Sage Intacct and Agile CRM integration + automation
Sage Intacct and Agile CRM integrations couldn’t be easier with the Tray Platform’s robust Sage Intacct and Agile CRM connectors, which can connect to any service without the need for separate integration tools.
Popular Sage Intacct and Agile CRM integrations
Sage Intacct and Agile CRM Connector Details
Connector TypeTray Connector
Operations
View documentationCreate account groupCreate billCreate accountCreate budgetCreate budget detailCreate contactCreate expense reportCreate journal entryCreate order entry transactionCreate reporting periodCreate statistical accountCreate statistical journal entryand 53 more...
Connector TypeTray Connector
Operations
Create helpdesk ticketCreate deal noteList notes by dealUpdate taskCreate taskUpdate dealGet companyList dealsList tracksUpdate contactUpdate companyCreate companyand 4 more...
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.
