QuickBooks Online and Segment integration + automation

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

QuickBooks Online and Segment 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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Segment

Segment

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UsesProduct, Marketing
CategoryCustomer Data Platform (CDP)
Triggers
On user aliasOn user identifyOn all messagesOn event trackOn group trackOn page trackOn screen track
Connector TypeTray Connector
Operations
Alias identitiesBatchGet Profile External ID's (Alpha)Get Profile Properties (Alpha)Get Profile Events (Alpha)Group userIdentify userTrack eventTrack pageGet Profile Traits (Alpha)
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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

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