Talkdesk and Xero integration + automation
Talkdesk and Xero integrations couldn’t be easier with the Tray Platform’s robust Talkdesk and Xero connectors, which can connect to any service without the need for separate integration tools.
Uses
Sales
Category
Connector type
Tray Connector
Triggers
None
Operations
Create report job, Download report file, Get job status, Get user, List users, List users DDL, Raw HTTP request (advanced)
Uses
Finance and Accounting
Category
Connector type
Tray Connector
Triggers
List tenancies DDL, Webhook
Operations
Apply payments, Delete invoice, Delete payment, Email invoice, Get contact, Get invoice, Get invoice URL, List invoice numbers DDL, List invoices, List item codes DDL
With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.
Tray.io is the leader in low-code automation
Popular Contact Management and Finance and Accounting Connectors
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Transforming over 47,000+ organizations
The Tray Platform is...
Flexible
Connect to anythingAccess every endpointAutomate any event
Easy
Visual and intuitive UX Clicks-or-code automationCollaborative development
Powerful
Logical operatorsAdvanced capabilitiesReal-time logs
Scalable
Elastic scalabilityParallel processingLog data storage
Trusted
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
Resources
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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