Insightly and Xero integration + automation
Insightly and Xero integrations couldn’t be easier with the Tray platform’s robust Insightly and Xero connectors, which can connect to any service without the need for separate integration tools.
Insightly and Xero Connector Details
Connector TypeTray Connector
Operations
Create contactDelete contactGet contactList contact custom fieldsList contact relationshipsList contactsList countriesList organisationsSearch contactsUpdate contact
Xero
Learn moreUsesFinance and Accounting
CategoryFinance and Accounting
Triggers
List tenancies DDLWebhook
Connector TypeTray Connector
Operations
View documentationGet organisationList tenanciesApply paymentsCreate bank transferCreate contactsCreate invoice notesCreate update bank transactionCreate/update invoiceDelete invoiceDelete paymentEmail invoiceGet a paymentand 10 more...
Tray 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.
