Finance and Accounting
Create account, Create account group, Create budget, Create budget detail, Create contact, Create journal entry, Create order entry transaction, Create reporting period, Create statistical account, Create statistical journal entry
Apply envelope document templates, Apply envelope templates, Create Envelope, Create envelope custom fields, Create envelope from template, Delete envelope custom fields, Delete envelope template, Download envelope document, Get account details, Get envelope by IDShow 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.
Take your financial management and e-signature processes to the next level with custom DocuSign + Sage Intacct integrations. With the Tray Platform, you don’t need extensive IT support to rapidly stand up powerful integrations in minutes. Our intuitive, 100% visual builder makes it easy to connect any data source at the API level. Just drag and drop together DocuSign, Sage Intacct, and any other go-to application.
To take full control of your e-signature and financial data, you’ll need more than just DocuSign + Sage Intacct connectors. Our platform empowers you to flow data wherever you need to unsilo your favorite applications and maximize productivity. Bi-directionally sync any data source, including flat files (such as CSVs), FTP, email, webhooks, and any cloud software—even using data within custom fields.
And integrations are just the beginning. Our platform also lets you stand up robust DocuSign + Sage Intacct automation to save hours of manual work and refocus on high-level strategic projects, such as financial planning and forecasting. Now, anyone can launch flexible, multi-step, automated workflows to scale mission-critical finance and e-signature processes.
Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.
Connect to anything
Access every endpoint
Automate any event
Visual and intuitive UX
Log data storage
Secure (SOC2 II, GDPR, HIPAA)
Built-in 2FA + full encryption
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