We’re excited to announce a new product and features that drive enhanced connectivity and automation for enterprise velocity. Dramatically simplify API integrations with our Connectivity API product, get started building your own Tray connectors with the Connector Builder, and try out our new Authentication and Projects features and more. Login or sign up today to try it out.
Finance and Accounting
Create account, Create account group, Create bill, Create budget, Create budget detail, Create charge card transaction, Create contact, Create expense report, Create journal entry, Create order entry transactionShow all
On Apex trigger (advanced), On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record UpdateShow all
Batch create records, Batch delete records, Batch update records, Bulk upsert records, Convert Lead, Count records, Create amendment quote, Create custom field, Create query job, Create recordShow 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.
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.
Connect to anythingAccess every endpointAutomate any event
Visual and intuitive UX Clicks-or-code automationCollaborative development
Logical operatorsAdvanced capabilitiesReal-time logs
Elastic scalabilityParallel processingLog data storage
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access