Uses
Finance and Accounting
Category
Finance and Accounting
Triggers
None
Connector type
Tray Connector
Operations
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 transaction
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Uses
Sales, Finance and Accounting
Category
Contact Management
Triggers
None
Connector type
Tray Connector
Operations
Create payment, Create subscription, Raw HTTP request (advanced), Update account, Update contact, Update subscription, Attempt Export, Create account, Create export, Delete subscription
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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.