Sage Intacct and Outreach integration + automation

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

Sage Intacct and Outreach 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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Outreach logo

Outreach

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UsesSales
CategorySales Enablement
Triggers
Webhook
Connector TypeTray Connector
Operations
Delete taskList prospectsList sequence statesAdd prospect to sequenceCreate accountCreate call dispositionCreate call purposeCreate compliance requestCreate mailingCreate opportunityCreate prospectCreate sequenceand 59 more...
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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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