Universal Connector

QuickBooks Payments and Workfront integration + automation

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

QuickBooks Payments and Workfront Connector Details

quickbooks

QuickBooks Payments

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeUniversal Connector
Operations
Retrieve a charge refundCreate bank account from tokenVoid a charge transactionGet bank accountList customer bank accountsCapture charge fundsCreate bank accountCreate chargeCreate payment tokenDelete bank accountList customer credit cardsCreate echeck debit

Minor Configuration Required

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

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

Workfront logo

Workfront

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UsesAll
CategoryProject Management
Connector TypeTray Connector
Operations
Create documentCreate objectDelete objectDownload documentGet multiselect fieldGet objectGet object metadataList objectsPerform record actionRaw HTTP request (advanced)Update objectUpload document
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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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