SalesforceIQ and Xero integration + automation
SalesforceIQ and Xero integrations couldn’t be easier with the Tray platform’s robust SalesforceIQ and Xero connectors, which can connect to any service without the need for separate integration tools.
SalesforceIQ and Xero Connector Details
Connector TypeTray Connector
Operations
Delete AccountGet Account By IDCreate AccountGet List ItemCreate ContactUpdate ContactDelete ContactDelete List ItemGet ContactGet All ContactsGet List ItemsGet Lists
Xero
Learn moreUsesFinance and Accounting
CategoryFinance and Accounting
Triggers
List tenancies DDLWebhook
Connector TypeTray Connector
Operations
View documentationList tenanciesApply paymentsCreate bank transferCreate contactsCreate invoice notesCreate update bank transactionCreate/update invoiceDelete invoiceDelete paymentEmail invoiceGet a paymentGet accountand 10 more...
Tray allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.
