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Universal Connector

FinancialForce and PlanSource integration + automation

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

FinancialForce and PlanSource Connector Details

FinancialForce

FinancialForce

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UsesFinance and Accounting
CategoryERP Systems
Connector TypeUniversal Connector

Minor Configuration Required

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

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

PlanSource

PlanSource

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UsesHR
CategoryHuman Resources Information Systems (HRIS)
Connector TypeTray Connector
Operations
Get employee enrollment infoRaw HTTP request (advanced)
View documentation

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 is the leading AI ready integration and automation platform

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