Lexoffice - Icon

Lexoffice

QuickBooks-icon-color

QuickBooks Online

2Checkout

adaptive-insights

Adaptive Insights

Sage 300 - Icon

Sage 300

Stripe - Icon

Stripe

Pigment logo

Pigment

Pex - Icon

Expensify-icon-color

Expensify

Xero - Icon

Xero

Ordway - Icon

Ordway

Square - Icon

Square

TikTok Shop - Icon

TikTok Shop

Anaplan-icon-color

Anaplan

Chargebee - Icon

Chargebee

Amazon Business - Icon

Amazon Business

Boostr - Icon

Boostr

Checkout.com - Icon

Checkout.com

Braintree

BlueSnap - Icon

BlueSnap

Create a record in PortaBilling. Please refer to the documentation regarding input properties

Create record

Perform a custom operation in PortaBilling. 	This allows you to call an endpoint that does not fit within the normal 	'create', 'get', 'list', 'update' or 'delete' patterns. 	Please refer to documentation regarding input properties

Custom operation

Delete a record in PortaBilling. Please refer to documentation regarding input properties

Delete record

Retrieve a single record in PortaBilling. Please refer to documentation regarding input properties to filter results

Get record

Retrieve a list of records in PortaBilling. Please refer to documentation regarding input properties to filter results

List records

Update a record in PortaBilling. Please refer to the documentation regarding input properties

Update record

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

new-workflow-template-create-slack-notifications-for-zuora-events blog post cover image

new-workflow-template-create-slack-notifications-for-zuora-events

Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

dex-yp-color-logo

Thryv integrates online orders & payments to mobilize 1,500-person sales team

recurly-color-logo

Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

sales-operations-best-practices blog post cover image

sales-operations-best-practices

How to close the sales revenue gap

Connector Department - Finance and Accounting - Cards

Vestorly - Full - Dark

Vestorly - Jonathan Tartell

Finance and Accounting

PortaBilling - Icon

PortaBilling

Create account group

Create bill

Create account

Create budget

Create budget detail

Create contact

Create expense report

Create journal entry

Create order entry transaction

Create reporting period

Create statistical account

Create statistical journal entry

Create transaction allocation

Delete account

Delete account group

Delete budget

Delete budget detail

Delete contact

Delete journal entry

Deletes an order entry transaction by ID.

Delete order entry transaction

Delete reporting period

Delete statistical account

Delete statistical journal entry

Delete transaction allocation

A generic operation to utilise the read by query function.

Generic read by query

Generate report ID

Get account

Get account by name

Returns information about an account group.

Get account group

Get budget

Returns information about a budget detail.

Get budget detail

Get contact

Get dimension

Get entity

Get entity fields DDL

Returns information about a journal entry.

Get journal entry

Returns information about a journal entry line.

Get journal entry line

Returns information about a reporting period.

Get reporting period

Returns information about a revenue recognition schedule.

Get revenue recognition schedule

Returns information about a revenue recognition schedules entry.

Get revenue recognition schedules entry

Returns information about a statistical account.

Get statistical account

Returns information about a statistical journal entry.

Get statistical journal entry

Returns information about a statistical journal entry line.

Get statistical journal entry line

Returns information about a transaction allocation.

Get transaction allocation

List account balances

Returns a list of account group hierarchies.

List account group hierarchies

List account groups

List account number DDL

List dimensions DDL

List accounts

List budget details

List budgets

List contacts

Lists all standard dimensions and UDDs in a company along with helpful integration information about the object.

List dimensions

List entities

List entities DDL

Returns a list of general ledger details.

List general ledger details

List journal entries

List journal entry lines

Retrieve the list of fields for an object type.

List object fields

List object fields DDL

Lists all standard and custom objects in a company, regardless of your permissions or the company’s subscriptions.

List objects

List objects DDL

List reporting periods

Returns a list of revenue recognition schedule entries.

List revenue recognition schedule entries

Returns a list of revenue recognition schedules.

List revenue recognition schedules

List statistical accounts

Returns a list of statistical journal entries.

List statistical journal entries

Returns a list of statistical journal entry lines.

List statistical journal entry lines

Returns a list of transaction allocations.

List transaction allocations

List vendors

Read report by ID

Update account

updates an account group. The members, based on the structure type of the group, must also be passed with any update.

Update account group

Update budget

Update budget detail

Update contact

Update journal entry

Update order entry transaction

Update reporting period

Update statistical account

Update statistical journal entry

Update transaction allocation

SageIntacct-icon-color

Sage Intacct

Watch the demo CTA Item - Used in main nav

Navigation CTA - Get Started

Product - Experiences

Product - Capabilities

Product - Platform Features

See Pricing / see packages

TUAC Platform Menu Packaging CTA - Option B

Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

logo - ibm

IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

Customer Spotlight

UAC Solutions - By Team

UAC Solutions - By Use Case

TUAC Solutions - by application column - view all connectors CTA

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

Tuac Solutions Customer Spotlight: mixpanel cta item

Tuac Solutions Customer Spotlight: mixpanel cta

Mixpanel - White - Full

Mixpanel accelerates mission-critical order-to-cash process by 25%

Resources - Learn & Evaluate

Resources - Success

Your journey to automation excellence starts here

Resources

Eventbrite accelerates high-quality integration delivery at scale and lifts customer satisfaction

PortaBilling and Sage Intacct integration + automation

Popular PortaBilling and Sage Intacct integrations

PortaBilling and Sage Intacct Connector Details

PortaBilling

Sage Intacct

Tray.io is the leader in low-code automation

Similar connectors to PortaBilling and Sage Intacct

Discover the ultimate AI-powered iPaaS that supercharges your business with quick, seamless ecosystem integrations.