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Lexoffice

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QuickBooks Online

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Sage Intacct

2Checkout

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Adaptive Insights

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Sage 300

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Stripe

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Gong.io

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Pigment

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PortaBilling

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PersistIQ

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Expensify

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Ordway

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Square

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TikTok Shop

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Anaplan

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CallRail

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Chargebee

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Amazon Business

Create field

Create field group

Create lead action

Get lead

List action types

List field groups

List field types

List fields

List lead IDs

List leads

Update lead field

Velocify 1

Integrations

Velocify integrations made easy

Velocify 2

Automation 

Powerful Velocify automation

Velocify 3

Use cases

Heavy-duty Velocify use cases

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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Sales ops best practices

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Sales

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Velocify

Sales Performance Management (SPM)

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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

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

Raw HTTP request (advanced)

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.

Webhook

Xero

Xero 1

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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How to close the sales revenue gap

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Finance and Accounting

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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

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Your journey to automation excellence starts here

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

See all our connectors (Tertiary)

Similar connectors to Velocify and Xero

Tray.io is the leader in low-code automation

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Velocify and Xero integrations couldn’t be easier with the Tray Platform’s robust Velocify and Xero connector, which connects any services without the need for separate integration tools.

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

Integrate Velocify and Xero with any SaaS application or service using the Tray Platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Velocify and Xero and any other API, database, webhook, and more.