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Salesforce

Zendesk Sell

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Zoho CRM

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QuickBooks Online

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ConnectWise

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Pipedrive

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Copper

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Mindbody

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SugarCRM

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Streak

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Pipeliner

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Virtuous CRM

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Stripe

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Agile CRM

Freshsale

Freshsales

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Sage Intacct

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Dynamo

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Anaplan

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Square

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Aircall

Run queries against entity data (uses FetchXML query strings). Enables more advanced operations such as aggregation of data e.g sum, count, max, etc.

Query entity data

Retrieves stored information about the user.

Get user information

List party navigation property names DDL

Update an entity of any type in your Microsoft Dynamics 365 account.

Update entity

Delete an entity of any type in your Microsoft Dynamics 365 account.

Delete entity

Get an entity of any type from your Microsoft Dynamics 365 account.

Get entity

List entity types in Microsoft Dynamics 365

List entity types

List entity types DDL

Create an entity of any type in your Microsoft Dynamics 365 account.

Create entity

Get a list of entities from your Microsoft Dynamics 365 account.

List entities

Get a list of entities from your Microsoft Dynamics 365 account and filter them with a user defined query.

List entities (raw filter)

List entity set attributes DDL

List entity sets DDL

List entity type attributes

List entity type attributes DDL

List one to many relationships

Get a list of possible options for a dropdown attribute, such as lead status.

List status attribute options

Run a raw fetch XML query against the Dynamics instance.

Run fetch XML query (advanced)

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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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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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Marketing

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Microsoft Dynamics 365

Customer Relationship Management (CRM)

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

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

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Integrations

Fast, easy Xero integrations

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Automation

Automate Xero without limits

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Use Cases

Next-level Xero automated processes

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

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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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Microsoft Dynamics 365 and Xero integration + automation

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Microsoft Dynamics 365 and Xero Connector Details

Microsoft Dynamics 365

Xero

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