Sage Intacct and Zendesk Sell integration + automation

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

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Sage Intacct and Zendesk Sell Connector Details

Sage Intacct

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UsesFinance and Accounting

CategoryFinance and Accounting

Connector TypeTray Connector

Operations

Create account groupCreate billCreate accountCreate budgetCreate budget detailCreate contactCreate expense reportCreate journal entryCreate order entry transactionCreate reporting periodCreate statistical accountCreate statistical journal entryand 53 more...

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Zendesk Sell

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UsesSales

CategoryProject Management, Customer Relationship Management (CRM)

Connector TypeTray Connector

Operations

Delete contactGet orderCreate contactDelete dealDelete leadDelete productList deal associated contactsCreate callCreate dealCreate leadCreate noteCreate orderand 18 more...

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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.
Jonathan Tartell, CPA VP of Operations and Finance