Sage 300 - Icon

Sage 300

SageIntacct-icon-color

Sage Intacct

PortaBilling - Icon

PortaBilling

Stripe - Icon

Stripe

Square - Icon

Square

Xero - Icon

Xero

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Expensify

TikTok Shop - Icon

TikTok Shop

Pigment logo

Pigment

adaptive-insights

Adaptive Insights

Ordway - Icon

Ordway

Boostr - Icon

Boostr

Braintree

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Amazon Business

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Checkout.com

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Lexoffice

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Chargebee

2Checkout

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BlueSnap

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Create transfer

Create account

Create bill

Create customer

Create employee

Create invoice

Create purchase

Create time activity

Create vendor

Delete purchase

Delete time activity

Delete transfer

Get account

Get bill

Get class

Get credit memo

Get credit memo as PDF

Get customer

Get department

Get employee

Get invoice

Get payment

Get payment method

Get purchase

Get tax code

Get term

Get time activity

Get transfer

Get vendor

List accounts

List accounts DDL

List bills

List classes

List classes DDL

List credit memos

List credit memos DDL

List customers

List departments

List departments DDL

List discount accounts DDL

List employees

List entities DDL

List invoices

List items

List items DDL

List all payment methods in your company.

List payment methods

List payment methods DDL

List all payments in your company, from a given date.

List payments

List purchases

List tax codes

List tax codes DDL

List tax rates

List tax rates DDL

List terms

List terms DDL

List time activities

List transfers

List vendors

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

Raw HTTP request (advanced)

Run query

Update bill

Update customer (full)

Update customer (sparse)

Update employee

Update invoice

Update purchase

Update time activity

Update transfer

Update vendor

Subscribe to QuickBooks Push Notifications.

Webhook

QuickBooks

QuickBooks Online 1

Integrations

Easy Quickbooks Online Integrations

Quickbooks Online 2

Automation

Powerful Quickbooks Online automation

Quickbooks Online 3

Use Cases

Large-scale Quickbooks Online use cases

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

Connector Department - Finance and Accounting - Cards

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Vestorly - Jonathan Tartell

Finance and Accounting

QuickBooks-icon-color

QuickBooks Online

This only removes private content. Default content and the import data source model object remain.

Delete uploaded file

You can download files that were uploaded or download files after carrying out an export.

Download file

Get deletion task status

Get the metadata for an export definition.

Get export metadata

Get export task status

Get the metadata for an import definition.

Get import metadata

Get import task status

Retrieves the model with the given model ID.

Get model

Get process task status

List the deletion actions for a given model.

List deletion actions

List deletion actions DDL

Gets the list of running process tasks. Any completed tasks are not listed.

List deletion tasks

List exports

List exports DDL

List files

List files DDL

Gets the list of running import tasks. Any completed tasks are not listed.

List import tasks

List imports

List imports DDL

List models

List models DDL

List process tasks

List processes

List processes DDL

List workspace models

List workspace models DDL

List workspaces

List workspaces DDL

Start deletion

Start export

Start import

Start process

Upload a file. To upload a file with the API in Anaplan, it must first exist in Anaplan. If not, use the Anaplan interface for the initial upload. Afterward, you can use the API for subsequent uploads. 

Upload file

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

sales marketing mix

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

QuickBooks Online and Anaplan integration + automation

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QuickBooks Online

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