Sage Live integration + automation

Integrate Sage Live with any SaaS application or service using the Tray Platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Sage Live and any other API, database, webhook, and more.

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Integrations

Low-code Sage Live integrations

Centralize your accounting processes with custom Sage Live integrations on the low-code Tray Platform. We make it simple to connect Sage Live with any data source, including FTP, email, webhooks, flat files (such as CSVs), and any other cloud application, even using data within custom fields.

Our platform’s 100% visual builder gives anyone the power to drag and drop together custom integrations, without the need for IT support. We make it simple to stand up flexible integrations that flow your accounting data across your tech stack in minutes.

You can also use the Tray Platform to build custom Sage Live automation. Make manual bookkeeping, time-consuming busywork, and error-prone double entries a thing of the past. Now, you can design powerful automated workflows to make your accounting process hyper-efficient and do more, faster.

Automation

Sage Live automation for any use case

The Tray Platform offers a full library of pre-built connectors, data helpers, and custom logic operators so you can stand up highly customized Sage Live automation. Business users in finance, revenue, e-commerce, sales, and many other teams across the organization love using our platform to expedite their digital accounting processes. We make it easy for anyone to design automated workflows that save hours of manual work and streamline the bookkeeping process.

Seamlessly flow data for expenses, income, inventory, payroll, and other accounting data anywhere across your tech stack. Since our platform integrates applications at the API level, you can trigger any individual operation from any tool, and connect each operation in any order you need.

Payroll experts can pay employees faster by creating expense reports in real time on your payroll platform. E-commerce experts can streamline their online storefront by auto-syncing order details, invoices, transactions, and inventory details. Sales administrators can even bi-directionally sync customer data from their CRM and other records to reduce accounting errors. Take your digital accounting to the next level with the Tray Platform.

Use cases

Heavy-duty Sage Live use cases

The Tray Platform is easy enough for business users and powerful enough to support heavy-duty projects for technical users. In fact, our platform manages data jobs that process massive volumes of records daily. With our platform’s elastic, serverless architecture, we scale automatically with your evolving data usage over time.

Now you can stand up sophisticated Sage Live automation and take complete control of your digital accounting. Expedite the quote-to-cash process by dynamically syncing Sage Live with your CRM to flow customer data, including contract details, pricing, and approvals. Or streamline the payroll process by connecting your HRIS and your ERP to auto-update employee details, wages, benefits, and banking information across all your systems. There are unlimited possibilities to what you can integrate and automate with the Tray Platform.

Security experts trust the Tray Platform because of its enterprise-grade security, which includes SOC 2 Type 2 certification and compliance with data privacy regulations such as GDPR, HIPAA, and CCPA.

Popular Sage Live integrations

Sage Live and Salesforce

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Sage Live and Microsoft Dynamics 365

Sage Live and Microsoft Teams

Sage Live and Salesforce Pardot

Sage Live Connector Details

UsesHR

CategoryHuman Capital Management (HCM)

Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Sage Live connector available at the moment.

To get data in and out of Sage Live, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

Using the Tray Platform, we not only save hours of manual work by reducing manual entry, but we’re also scaling onboarding and employee account provisioning with automation.
HR Business Partner, Social Media Leader