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ADP Generic

ADP Workforce Now

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SAP SuccessFactors

QuickBooks-icon-color

QuickBooks Online

PlanSource - Icon

PlanSource

Paylocity - Icon

Paylocity

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Stripe

BambooHR

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Xero

Greenhouse

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Zenefits

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Anaplan

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Sage 300

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Pigment

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Namely

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UltiPro

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Expensify

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Adaptive Insights

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ExponentHR

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Boostr

Personio

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

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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

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Sage Intacct

Lattice 1

Integrations

Integrate Lattice to drive better performance

Lattice 2

Automation

Boost growth with Lattice automation

Lattice 3

Use case

Robust performance + engagement at scale

Dropbox

Dropbox is a modern workspace designed to reduce busywork-so you can focus on the things that matter. Sign in and put your creative energy to work.

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Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

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Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

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ANONYMOUS - Social Media Leader

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Lattice

Human Resources Information Systems (HRIS)

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Similar connectors to Sage Intacct and Lattice

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Tray is the leading AI ready integration and automation platform

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Our interactive tour walks you through the Tray platform, showing you how integrations and automations work together to optimize your operations - on your own time, no pressure.

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Sage Intacct and Lattice integrations couldn’t be easier with the Tray platform’s robust Sage Intacct and Lattice connector, which connects any services without the need for separate integration tools.

Sage Intacct and Lattice integrations couldn’t be easier with the Tray platform’s robust Sage Intacct and Lattice connectors, which can connect to any service without the need for separate integration tools.

Integrate Sage Intacct and Lattice with any SaaS application or service using the Tray platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Sage Intacct and Lattice and any other API, database, webhook, and more.

Sage Intacct and Lattice integration + automation

Sage Intacct and Lattice Connector Details

Popular Sage Intacct and Lattice integrations

Sage Intacct and Lattice templates