IntegrationsEasy Sage Intacct + Smartsheet integrations
Unlock actionable insights and improve organizational efficiency with next-level Smartsheet + Sage Intacct integrations on the low-code Tray Platform. Our platform makes it easy to bi-directionally sync any data source at the API level, including flat files (such as CSVs), email, webhooks, FTP, and any cloud software—even using data within custom fields.
Need Smartsheet + Sage Intacct integrations to drive productivity and get the most out of your spreadsheet and accounting software? Now, anyone can stand up powerful integrations in minutes, without overburdening IT. Just use our 100% visual builder to drag and drop together Sage Intacct, Smartsheet, and any other go-to application in your tech stack to boost efficiency and supercharge collaboration.
And integrations are just the beginning. Our platform also empowers you to build game-changing Smartsheet + Sage Intacct automation. With dynamic, multi-step automated workflows, you can save hours of manual work and refocus on key initiatives such as breaking down data silos and aligning finance, sales, marketing, and other teams.
AutomationAutomate Smartsheet + Sage Intacct
Now, anyone can stand up flexible Sage Intacct + Smartsheet automation between any tools, including your other project management tools, HR software, CRM, internal chat tool, ERP, business intelligence software, collaboration platform, marketing automation platform (MAP), and more. We offer a full library of pre-built connectors, data helpers, and custom logic operators so you can launch customized workflows that match your unique business needs.
With the Tray Platform, anything is possible. For example, you can unify your siloed financial and spreadsheet data in your data warehouse and then use business intelligence tools to create powerful reports and dashboards. You can analyze data for payroll, invoices, expenses, and more in real time by syncing your ERP with your accounting and spreadsheet software. Or, you can ensure financial data hygiene by syncing data across Sage and Smartsheet to always ensure a single source of truth.
Any business user in accounting, revenue operations, finance, IT, HR, and many other teams across the organization can use the Tray Platform to take full control of their financial and spreadsheets data. Use our platform to architect powerful, multi-step automation across any combination of tools to kick off any operation based on any custom trigger.
Use casesAny Sage Intacct + Smartsheet use case
Our platform’s intuitive interface makes it easy for business users to craft robust integrations. Technical users also rely on our platform to handle heavy-duty data jobs touching massive volumes of data every day. And thanks to our elastic, serverless architecture, you can always be sure that your workflows will scale with your changing data needs.
Turbo-charge your accounting and spreadsheet processes with advanced Sage Intacct + Smartsheet automation. Need to accelerate provisioning and de-provisioning by tracking employee status in real time and auto-updating data across your stack? Need to streamline follow-up for integrated marketing launches, pre-sales requests, onboarding plans, product roadmaps, and more by dynamically flowing CRM and marketing automation platform data across your spreadsheet software? Need to speed up payroll processing by syncing data for employee details, wages, benefits, calendars, and meetings across any tool? The Tray Platform can integrate and automate any use case since we connect to any tool, including Zendesk, ADP Workforce Now, Salesforce, NetSuite, Google Calendar, Power BI, Dropbox, Shopify, and many others.
IT and security leaders trust us with even their most sensitive data. Our platform is SOC 2 Type 2-certified and compliant with important data privacy regulations, such as GDPR, CCPA, and HIPAA.
