Sage Intacct and Virtuous CRM integration + automation

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

Sage Intacct and Virtuous CRM Connector Details

SageIntacct logo

Sage Intacct

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Create account groupCreate billCreate accountCreate budgetCreate budget detailCreate contactCreate expense reportCreate journal entryCreate order entry transactionCreate reporting periodCreate statistical accountCreate statistical journal entryand 53 more...
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Virtuous logo

Virtuous CRM

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Archive a contactCreate contactFollow contact by IDGet contact by IDGet contact by reference source and reference IDList activity of contacts followedList contact name prefixesList contacts within proximity of a geocoordinate.List contact typesList custom fields for contactsList followed contactsSearch contacts
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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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