QuickBooks Online and SalesforceIQ integration + automation

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

QuickBooks Online and SalesforceIQ Connector Details

QuickBooks logo

QuickBooks Online

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UsesFinance and Accounting
CategoryFinance and Accounting
Triggers
Webhook
Connector TypeTray Connector
Operations
Create purchaseCreate time activityCreate accountCreate billCreate customerCreate employeeCreate invoiceCreate vendorDelete purchaseDelete time activityDelete transferGet accountand 34 more...
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SalesforceIQ logo

SalesforceIQ

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Delete AccountGet Account By IDCreate AccountGet List ItemCreate ContactUpdate ContactDelete ContactDelete List ItemGet ContactGet All ContactsGet List ItemsGet Lists

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.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly

Tray.io is the leader in low-code automation

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