Universal Connector

Salesforce and LedgerSMB integration + automation

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

Salesforce and LedgerSMB Connector Details

Salesforce logo

Salesforce

Learn more
UsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
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
Operations
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
We use this when we don't have approval to use a co logo but can still have connector name on site

LedgerSMB

Learn more
UsesFinance and Accounting
CategoryERP Systems
Connector TypeUniversal Connector

Minor Configuration Required

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

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

The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
Udemy

Tray.io is the leader in low-code automation

Connector Awards