Universal Connector

Freshbooks and Velocify integration + automation

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

Freshbooks and Velocify Connector Details

Freshbooks logo

Freshbooks

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Freshbooks connector available at the moment.

To get data in and out of Freshbooks, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

Velocify logo

Velocify

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UsesSales
CategorySales Performance Management (SPM)
Connector TypeTray Connector
Operations
Create fieldCreate field groupCreate lead actionGet leadList action typesList field groupsList field typesList field typesList fieldsList lead IDsList leadsUpdate lead field
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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

Tray.io is the leader in low-code automation

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