Sage 300 and Copper integration + automation
Sage 300 and Copper integrations couldn’t be easier with the Tray platform’s robust Sage 300 and Copper connectors, which can connect to any service without the need for separate integration tools.
Sage 300 and Copper Connector Details
Connector TypeTray Connector
Operations
View documentationDelete ICItemGet OEOrderGet POInvoice by sequence keyGet POPurchaseOrder by sequence keyGet POReceipt by sequence keyUpdate ARCustomerDelete ARCustomer by numberRaw HTTP request (advanced)Delete ARNationalAccount by numberCreate POPurchaseOrderCreate POReceiptCreate OEMiscellaneousChargeand 27 more...
Copper
Learn moreUsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Triggers
Webhook (advanced)
Connector TypeTray Connector
Operations
View documentationUpdate opportunityUpdate personCreate leadCreate opportunityCreate personDelete leadDelete opportunitySearch leadsSearch opportunitiesSearch peopleDelete personCompany exists?and 41 more...
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.
