Google Sheets - Icon

Google Sheets

Zendesk Sell

Monday-icon-color

Monday

QuickBooks-icon-color

QuickBooks Online

Stripe - Icon

Stripe

Airtable-icon-color

Airtable

Workfront-icon-color

Workfront

Smartsheet

Trello - Icon

Trello

Xero - Icon

Xero

Sage 300 - Icon

Sage 300

Wrike

Hive-icon-color

Hive

adaptive-insights

Adaptive Insights

Anaplan-icon-color

Anaplan

RUUM-icon-color

ruum by SAP

Paymo - Icon

Paymo

Pigment logo

Pigment

Yodiz-icon-color

Yodiz

Workstack-icon-color

Workstack

Delete transaction allocation

Create account group

Create bill

Create account

Create budget

Create budget detail

Create contact

Create expense report

Create journal entry

Create order entry transaction

Create reporting period

Create statistical account

Create statistical journal entry

Create transaction allocation

Delete account

Delete account group

Delete budget

Delete budget detail

Delete contact

Delete journal entry

Deletes an order entry transaction by ID.

Delete order entry transaction

Delete reporting period

Delete statistical account

Delete statistical journal entry

A generic operation to utilise the read by query function.

Generic read by query

Generate report ID

Get account

Get account by name

Returns information about an account group.

Get account group

Get budget

Returns information about a budget detail.

Get budget detail

Get contact

Get dimension

Get entity

Get entity fields DDL

Returns information about a journal entry.

Get journal entry

Returns information about a journal entry line.

Get journal entry line

Returns information about a reporting period.

Get reporting period

Returns information about a revenue recognition schedule.

Get revenue recognition schedule

Returns information about a revenue recognition schedules entry.

Get revenue recognition schedules entry

Returns information about a statistical account.

Get statistical account

Returns information about a statistical journal entry.

Get statistical journal entry

Returns information about a statistical journal entry line.

Get statistical journal entry line

Returns information about a transaction allocation.

Get transaction allocation

List account balances

Returns a list of account group hierarchies.

List account group hierarchies

List account groups

List account number DDL

List dimensions DDL

List accounts

List budget details

List budgets

List contacts

Lists all standard dimensions and UDDs in a company along with helpful integration information about the object.

List dimensions

List entities

List entities DDL

Returns a list of general ledger details.

List general ledger details

List journal entries

List journal entry lines

Retrieve the list of fields for an object type.

List object fields

List object fields DDL

Lists all standard and custom objects in a company, regardless of your permissions or the company’s subscriptions.

List objects

List objects DDL

List reporting periods

Returns a list of revenue recognition schedule entries.

List revenue recognition schedule entries

Returns a list of revenue recognition schedules.

List revenue recognition schedules

List statistical accounts

Returns a list of statistical journal entries.

List statistical journal entries

Returns a list of statistical journal entry lines.

List statistical journal entry lines

Returns a list of transaction allocations.

List transaction allocations

List vendors

Read report by ID

Update account

updates an account group. The members, based on the structure type of the group, must also be passed with any update.

Update account group

Update budget

Update budget detail

Update contact

Update journal entry

Update order entry transaction

Update reporting period

Update statistical account

Update statistical journal entry

Update transaction allocation

Finance Leader

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

new-workflow-template-create-slack-notifications-for-zuora-events blog post cover image

new-workflow-template-create-slack-notifications-for-zuora-events

Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

dex-yp-color-logo

Thryv integrates online orders & payments to mobilize 1,500-person sales team

recurly-color-logo

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

Vestorly - Full - Dark

Vestorly - Jonathan Tartell

Finance and Accounting

SageIntacct-icon-color

Sage Intacct

Add custom field to portfolio

Add custom field to project

Add drop down option to custom field

Add followers to a task. Returns an empty data block. Each task can be associated with zero or more followers in the system. Requests to add/remove followers, if successful, will return the complete updated task record, described above.

Add followers to a task

Add members to portfolio

Add a status update to a project, setting a "message" and a colour reflecting the project's status.

Add project status update

Add project to portfolio

Add tag to task

Add task dependencies

Add task to project

Add task to section

Copy all custom fields from a source project to a destination project. This is operation is only available to premium Asana accounts.

Copy all project custom fields

Copy all tasks from one project to another, including those that are marked completed and archived in the source.

Copy all tasks

Copy a task, copying over the description, followers, and assignee, along with subtasks and custom field settings.

Copy task

Create custom field

Create a new membership in a goal or project.

Create membership

Create portfolio

Create project

Create project section

Create subtask

Create tag

Create task

Add a comment to a task. Comments will appear in the Asana UI to be from the Asana user connected with your tray account.

Create task comment

Delete custom field

Delete a membership for a goal or project.

Delete membership

Delete portfolio

Delete project

Delete section

Delete task

Download task attachments hosted on Asana. Maximum total size of attachments is 500MB.

Download attachments

Asana

Sage Intacct and Asana integration + automation

Popular Sage Intacct and Asana integrations

Sage Intacct and Asana Connector Details

Sage Intacct

Asana

Tray is the leading AI ready integration and automation platform

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