Universal Connector

Salesforce Service Cloud and QuickBooks Payments integration + automation

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

Salesforce Service Cloud and QuickBooks Payments Connector Details

Salesforce Service Cloud

Salesforce Service Cloud

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UsesCustomer Success and Support, Sales
CategoryCustomer Success and Support
Connector TypeUniversal Connector

Minor Configuration Required

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

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

quickbooks

QuickBooks Payments

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeUniversal Connector
Operations
Retrieve a charge refundCreate bank account from tokenVoid a charge transactionGet bank accountList customer bank accountsCapture charge fundsCreate bank accountCreate chargeCreate payment tokenDelete bank accountList customer credit cardsCreate echeck debit

Minor Configuration Required

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

To get data in and out of QuickBooks Payments, 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 enables better cross-team collaboration, easier sharing of data in real time, and transparency across the client lifecycle.

Mike Atwood
Mike Atwood, Executive Director of Client Success
Vox Media

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