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Asana

Lexoffice - Icon

Lexoffice

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QuickBooks Online

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Airtable

Google Sheets - Icon

Google Sheets

SageIntacct-icon-color

Sage Intacct

2Checkout

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Adaptive Insights

Sage 300 - Icon

Sage 300

Zendesk Sell

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ruum by SAP

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Monday

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Stripe

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Paymo

Smartsheet

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Pigment

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PortaBilling

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ManagerPlus

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Workfront

List organizations DDL

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Add card checklist

Add card comment

Add checklist item

Create new board

Create new card

Create a new Trello list on a particular board.

Create new list

Get actions list DDL

Get board by ID

Get boards DDL

Get card by ID

Get checklist by ID

Get list by ID

Get lists DDL

List board labels DDL

List boards

List cards

List custom field options

List custom field options DDL

Retrieve a list of custom fields by board ID.

List custom fields

List custom fields DDL

List dropdown custom fields DDL

List members by board

List members by organization

Search

Update card by ID

Update card custom field

Update checklist item

Get webhook by URL

Webhook

Trello

marketing tools by tray.io

How Automation is Changing the Face of Business

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Streamline strategic sales with an automated deal desk

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

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business-automation

GDPR compliance for US companies: What you need to know

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New Relic - Anonymous

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Project Management

List branding themes DDL

List invoice numbers DDL

Retrieves a list of tenancy IDs associated with your account.

List tenancies

Allows you to apply payments to approved AR and AP invoices or refund AR or AP credit notes.

Apply payments

Create bank transfer

Allows you to add contacts to a Xero organisation.

Create contacts

Create invoice notes

Create update bank transaction

Create/update invoice

Deletes an invoice. If the current status of the invoice is DRAFT or SUBMITTED, this will assign the DELETED status to the invoice. Otherwise, if the status of the invoice is AUTHORISED this will assign the VOIDED status to the invoice.

Delete invoice

Delete payment

Emails an invoice to the contact associated with the invoice.

Email invoice

Get a payment

Get account

List tenancies DDL

Retrieves information about a bank transaction.

Get bank transaction

Retrieves information about a bank transfer.

Get bank transfer

Get contact

Retrieves a single sales invoice or purchase bill by invoice ID or number.

Get invoice

To integrate your application with Xero's online invoicing, you can retrieve the online invoice url for sales (ACCREC) invoices. Note: you cannot retrieve an online invoice URL for DRAFT invoices.

Get invoice URL

Get item

Retrieves information about a Xero organisation.

Get organisation

List account IDs DDL

List account codes DDL

List accounts

List attachments

List bank transactions

List bank transactions DDL

List bank transfers

List bank transfers DDL

List branding themes

List contacts

List contacts DDL

List credit note IDs DDL

List currencies

List currencies DDL

List invoice IDs DDL

Retrieves a list of history records associated with an invoice.

List invoice notes

Retrieves a list of sales invoices or purchase bills.

List invoices

List item codes DDL

List items

List line item IDs DDL

List overpayment IDs DDL

List payments

List prepayment IDs DDL

Allows you to update contacts of a Xero organisation

Update contacts

Uploads an attachment to a bank transfer.

Upload attachment to bank transfer

Upload attachment to invoice

Xero is online accounting software that helps you to save time on your paperwork and get paid faster.

Xero

Xero 1

Integrations

Fast, easy Xero integrations

Xero 2

Automation

Automate Xero without limits

Xero 3

Use Cases

Next-level Xero automated processes

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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sales-operations-best-practices

How to close the sales revenue gap

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Finance and Accounting

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Product - Platform Features

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

Customer Spotlight

UAC Solutions - By Team

UAC Solutions - By Use Case

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UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

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Tuac Solutions Customer Spotlight: mixpanel cta

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Mixpanel accelerates mission-critical order-to-cash process by 25%

Resources - Learn & Evaluate

Your journey to automation excellence starts here

Resources

Eventbrite accelerates high-quality integration delivery at scale and lifts customer satisfaction

Trello and Xero integration + automation

Popular Trello and Xero integrations

Trello and Xero Connector Details

Trello

Xero

Tray.io is the leader in low-code automation

Similar connectors to Trello and Xero

Discover the ultimate AI-powered iPaaS that supercharges your business with quick, seamless ecosystem integrations.