Stripe - Icon

Stripe

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Sage Intacct

ServiceTitan - Icon

ServiceTitan

pestroutes

PestRoutes

Xero - Icon

Xero

Veeva

Sage 300 - Icon

Sage 300

adaptive-insights

Adaptive Insights

Anaplan-icon-color

Anaplan

Pigment logo

Pigment

Samsara - Icon

Samsara

nasa

Nasa

Boostr - Icon

Boostr

Expensify-icon-color

Expensify

Braintree

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Weather Underground

Square - Icon

Square

AccuWeather - Icon

AccuWeather

Attentive Mobile

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Ordway

Create transfer

List time activities

List transfers

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 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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sales-operations-best-practices

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

Retrieves mobile events such as success, on duty, failed, … for the currently active plan (i.e. the last plan that was sent to drivers). Each request returns up to 500 events which occurred after the specified tag. The result will contain a new tag which you can use in the next request to skip already received events.

List mobile events

Retrieves the status of the planning process.

Get planning status

Creates a new order in the system or updates an existing order.

Create order

Creates update or replace one or more orders in the system. Note that geocoding addresses is not available in this call. The locations for orders must either exist in the system, or be specified via latitude and longitude coordinates. Geocoding is available in Create Order.

Create/Update orders

Delete order

Retrieves the routes for a specific date.

List routes

Raw HTTP Request (Advanced)

Starts the planning process for the specified date.

Start planning

Updates driver parameters for a particular date and driver start and end location. Any existing routes for the specified date/driver will be unscheduled.

Update driver parameters

marketing tools by tray.io

How Automation is Changing the Face of Business

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Streamline strategic sales with an automated deal desk

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

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business-automation

GDPR compliance for US companies: What you need to know

Connector Department - All - Cards

New Relic - Full - Dark

New Relic - Anonymous

OptimoRoute

Vertical

"Take interactive tour" -> Tour [Primary] | MAIN SITEWIDE CTA

MAIN SITEWIDE CTA | Trial Landing Page

Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

CTA - Universal Automation Cloud LP - "Learn more" - Secondary

Universal Automation Cloud

CTA - Cvent case study - "Show me how" - Primary 

cvent-logo-white

Cvent migrates 500+ legacy integrations and achieves a 95% customer retention rate

Customer Spotlight

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UAC Solutions - By Team

UAC Solutions - By Use Case

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

AVID Nucleus Research ROI report

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AVID achieves 194% ROI and $348,293 in annual cost savings

Resources - Learn & Evaluate

Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Udemy

Resources Customer Spotlight - Primary

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Udemy streamlines self-service to enterprise sales process and saves 20+ hours per month

QuickBooks Online and OptimoRoute integration + automation

Popular QuickBooks Online and OptimoRoute integrations

QuickBooks Online and OptimoRoute Connector Details

QuickBooks Online

OptimoRoute

Tray is the leading AI ready integration and automation platform

Similar connectors to QuickBooks Online and OptimoRoute