Sage Intacct and Salesforce integration + automation

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

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Integrate Salesforce + Sage Intacct

The Tray Platform makes it easy for anyone to stand up powerful Salesforce + Sage Intacct integrations in minutes, without overburdening IT. Now, anyone in your organization can onboard customers faster and improve your financial performance. Just drag and drop together Salesforce, Sage Intacct, and any other go-to application in your tech stack. 

Need Sage Intacct + Salesforce connectors? Our platform empowers you to seamlessly flow data wherever you need to unsilo your tech stack and help you do more, faster. Bi-directionally sync any data source at the API level, including flat files (such as CSVs), email, FTP, webhooks, and any cloud software—even using data within custom fields. 

And no need to stop with integrations. Boost your retention rates and accelerate the onboarding process even further with dynamic, multi-step Sage Intacct + Salesforce automation. Craft automated workflows to save hours of manual work and let your team refocus on important initiatives, such as closing more deals, fueling business growth, and ensuring your sales reps never waste any time. 

Sage Intacct and Salesforce Connector Details

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Sage Intacct

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
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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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
View documentation 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 is the leader in low-code automation

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