Salesloft and Xero integration + automation

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

Salesloft and Xero Connector Details

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Salesloft

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UsesSales
CategorySales Enablement
Triggers
Webhook
Connector TypeTray Connector
Operations
List tagsList tasksList usersRaw HTTP request (advanced)Update accountUpdate bulk jobUpdate custom fieldUpdate importUpdate noteUpdate personUpdate person stageUpsert personand 42 more...
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UsesFinance and Accounting
CategoryFinance and Accounting
Triggers
List tenancies DDLWebhook
Connector TypeTray Connector
Operations
List tenanciesApply paymentsCreate bank transferCreate contactsCreate invoice notesCreate update bank transactionCreate/update invoiceDelete invoiceDelete paymentEmail invoiceGet a paymentGet accountand 10 more...
View documentation

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

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