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QuickBooks Online

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Salesloft

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Adaptive Insights

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Sage 300

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Outreach

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Add expenses

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Integrations

Fast + easy Expensify integrations

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Automation

Automate your expense management

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Use Cases

Heavy-duty Expensify use cases

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Dex Yp used Tray.io to connect their MarTech stack

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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How to close the sales revenue gap

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Finance and Accounting

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Get a version of a file

Get asset by ID

Generate information about the Asset model and available APIs.

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Retrieve information the division permission model and available APIs.

Get division permissions description

Retrieve information about the division model and available APIs.

Get divisions description

Get tag

Retrieve information about the user group model and available APIs.

Get user groups description

Retrieve information about the user model and available APIs.

Get user permissions description

Retrieve information about the user permission model and available APIs.

Get users description

List asset fields DDL

List assets

List assets DDL

List division fields DDL

List division permission fields DDL

List division permissions

List divisions

List divisions DDL

List file libraries

List file libraries DDL

List file versions

List library files

List tag categories DDL

List tags

List tags DDL

List user fields DDL

List user groups

List user groups fields DDL

List user permission fields DDL

List user permissions

List users

List users DDL

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

Raw HTTP request (advanced)

Update a file

Update asset

Update tag

Upload a file

Delete asset

Delete tag

Create asset

Create division

Create division permissions

Create tag

Create user

Create user group

Delete a file

Retrieve a single file based on an external ID

Get a file

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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Sales ops best practices

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Expensify and Showpad integrations couldn’t be easier with the Tray Platform’s robust Expensify and Showpad connector, which connects any services without the need for separate integration tools.

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

Integrate Expensify and Showpad with any SaaS application or service using the Tray Platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Expensify and Showpad and any other API, database, webhook, and more.