Sage Intacct and Copper integration + automation
Sage Intacct and Copper integrations couldn’t be easier with the Tray platform’s robust Sage Intacct and Copper connectors, which can connect to any service without the need for separate integration tools.
Sage Intacct and Copper Connector Details
Connector TypeTray Connector
Operations
View documentationCreate account groupCreate billCreate accountCreate budgetCreate budget detailCreate contactCreate expense reportCreate journal entryCreate order entry transactionCreate reporting periodCreate statistical accountCreate statistical journal entryand 53 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.
