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Concur

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Adaptive Insights

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Anaplan

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Expensify

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QuickBooks Payments

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Freshbooks

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Integration & Automation

Get the most out of your content management system with fast, easy to build integrations across your tech stack and powerful process automation on the low-code Tray Platform.

Content Management System (CMS)

It’s easy to make valuable customer insights actionable by integrating your customer data platform and automating CDP processes with the low-code Tray Platform.

Customer Data Platform (CDP)

Make revenue processes more efficient and set your sales team up for success with CRM integrations and powerful automation on the low-code Tray Platform.

Customer Relationship Management (CRM)

Integrate your database with any apps in your tech stack to streamline ETL, analytics, and any other data-driven process with automation using the low-code Tray Platform.

Database

Capture the full value of enriched lead and contact data with seamless, easy-to-build integrations and powerful automation on the low-code Tray Platform.

Data Enrichment

Get the absolute most out of your email with fast, easy-to-build integrations to any cloud services and powerful automation on the low-code Tray Platform.

Email

Easily integrate your HRIS with payroll, accounting, and any other app, while using automation to streamline any HR process with the low-code Tray Platform.

Human Resources Information Systems (HRIS)

Securely manage identity access at scale across your tech stack with seamless API integrations and powerful, low-code automation on the Tray Platform.

Identity Management

Get the most out of your LMS with fast, easy-to-build integrations across your tech stack and powerful process automation on the low-code Tray Platform.

Learning Management Systems (LMS)

Execute every project flawlessly by integrating project tools across your entire tech stack and expediting processes with low-code automation on the Tray Platform.

Project Management

Reach more prospects, boost conversions, and capture more opportunities with easy-to-build sales enablement integrations and automation on the low-code Tray Platform.


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Allows you to apply payments to approved AR and AP invoices or refund AR or AP credit notes.

Apply payments

Deletes an invoice. If the current status of the invoice is DRAFT or SUBMITTED, this will assign the DELETED status to the invoice. Otherwise, if the status of the invoice is AUTHORISED this will assign the VOIDED status to the invoice.

Delete invoice

Delete payment

Emails an invoice to the contact associated with the invoice.

Email invoice

Get contact

Retrieves a single sales invoice or purchase bill by invoice ID or number.

Get invoice

To integrate your application with Xero's online invoicing, you can retrieve the online invoice url for sales (ACCREC) invoices. Note: you cannot retrieve an online invoice URL for DRAFT invoices.

Get invoice URL

List invoice numbers DDL

Retrieves a list of sales invoices or purchase bills.

List invoices

List item codes DDL

List items

List line item IDs DDL

List overpayment IDs DDL

List payments

List prepayment IDs DDL

Retrieves a list of tenancy IDs associated with your account.

List tenancies

List tenancies DDL

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

SAP Marketing Cloud and Xero integration + automation

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

Popular SAP Marketing Cloud and Xero integrations

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Optimize your events with Zuora-Slack integration

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How to close the sales revenue gap

Leading media firm expedites RFP processes with automation

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