InvestCloud integration + automation
Integrate InvestCloud 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 InvestCloud and any other API, database, webhook, and more.
InvestCloud Connector Details
Minor Configuration Required
There is currently no pre-built and ready to use InvestCloud connector available at the moment.
To get data in and out of InvestCloud, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.
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.
