IntegrationsOn-demand Xero + Segment integrations
Anyone can use the low-code Tray Platform to stand up custom Xero + Segment integrations (without needing extensive IT support). We make it easy to connect your accounting software, customer data platform, and any data source, including flat files (such as CSVs), spreadsheets, FTPs, webhooks, and any other cloud application—using data within custom fields.
Need Xero + Segment connectors to take control of your finance and customer data? Our platform’s 100% visual builder gives you the power to drag and drop together powerful integrations between any of your most essential applications. Now, you can flow data across anywhere you need and make financial planning a breeze.
Integrations are only the beginning. The Tray Platform also empowers you to build Xero + Segment integrations to improve data hygiene and drive process efficiency at scale. Using flexible, multi-step workflows, you can save hours of manual work and drive productivity. Now, you can spend less time on manual work and refocus on more-strategic projects such as getting clear visibility in your finances and bookkeeping processes.
AutomationFast and easy Xero + Segment automation
The Tray Platform empowers you to coordinate dynamic, multi-step workflows across any number of applications, responding to any custom trigger. Now, you can build custom Xero + Segment automation between any tool in your tech stack, including your CRM, ERP, internal chat tool, helpdesk, e-commerce software, chatbot, data warehouse, marketing automation platform, and more.
Any business user in finance, e-commerce, sales, revenue operations, and any other team across the organization can improve process efficiency and streamline bookkeeping processes. Now, you can freely flow data for first-party data, third-party data, invoices, payment details, and customer context between any tool. You can dynamically update missing customer fields in Xero bookkeeping operations. Or, you can automatically create new accounting projects based on customer data.
We offer a full library of pre-built connectors, data helpers, and custom logic operators so you can launch customized workflows to meet your exact specifications. There are unlimited possibilities with the Tray Platform.
Use casesHeavy-duty Xero + Segment use cases
The Tray Platform gives business users the power to build Xero + Segment integrations in minutes. Technical users can also utilize our platform to handle large-scale data jobs that touch massive quantities of data daily. And thanks to our elastic, serverless architecture, your workflows scale automatically even if your data priorities change.
Get the most out of your customer data platform, accounting software, and the rest of your tech stack using robust Xero + Segment automation. Need to ensure good data hygiene by using finance data in other tools to unify incomplete fields for accounting projects? Need to hyper-personalize outreach by flowing customer data into your marketing stack? Need to centralize data at scale by flowing accounting and customer data into your data warehouse? The Tray Platform can automate any use case since we also connect popular tools such as Shopify, Magento, Intercom, Snowflake, NetSuite, Power BI, Salesforce, Slack, HubSpot, and many others.
IT professionals trust our enterprise-grade security. We’re SOC 2 Type 2-certified and compliant with key data privacy regulations such as GDPR, CCPA, and HIPAA.
