Pipeliner and Xero integration + automation

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

Pipeliner and Xero Connector Details

Pipeliner logo

Pipeliner

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
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UsesFinance and Accounting
CategoryFinance and Accounting
Triggers
List tenancies DDLWebhook
Connector TypeTray Connector
Operations
List tenanciesApply paymentsCreate bank transferCreate contactsCreate invoice notesCreate update bank transactionCreate/update invoiceDelete invoiceDelete paymentEmail invoiceGet a paymentGet accountand 10 more...
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The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
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