Sage Intacct and ConvertKit integration + automation

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

Sage Intacct and ConvertKit Connector Details

SageIntacct logo

Sage Intacct

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Create account groupCreate billCreate accountCreate budgetCreate budget detailCreate contactCreate expense reportCreate journal entryCreate order entry transactionCreate reporting periodCreate statistical accountCreate statistical journal entryand 53 more...
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ConvertKit

ConvertKit

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UsesMarketing
CategoryMarketing Automation Platform (MAP)
Connector TypeTray Connector
Operations
List sequencesList tags by subscriberRemove tagRemove tag by emailUnsubscribe emailGet subscriberGet subscriber fieldList custom fieldsList formsGet purchaseList purchasesCreate form subscriber
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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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