Blog Revops Templates

Announcing: 48 new lead intake automation templates

Zane Ravenholt Headshot

Zane Ravenholt

Zane Ravenholt, Automation Architect

Watch the demo CTA Item - Used in main nav

Navigation CTA - Get Started

Product - Experiences

Product - Capabilities

Product - Platform Features

See Pricing / see packages

TUAC Platform Menu Packaging CTA - Option B

Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

logo - ibm

IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

Customer Spotlight

UAC Solutions - By Team

UAC Solutions - By Use Case

TUAC Solutions - by application column - view all connectors CTA

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

Tuac Solutions Customer Spotlight: mixpanel cta item

Tuac Solutions Customer Spotlight: mixpanel cta

Mixpanel - White - Full

Mixpanel accelerates mission-critical order-to-cash process by 25%

Resources - Learn & Evaluate

Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Eventbrite

TUAC Resources Customer Spotlight

Eventbrite - White - Full

Eventbrite accelerates high-quality integration delivery at scale and lifts customer satisfaction

Reduce costs, boost efficiency with AI knowledge agents

Navigating the AI Adoption Ladder

How to automate software license optimization

Tray named a Gartner® Visionary: Looking ahead to an AI future

Tray Community 2023 Recap

Tips and tricks for optimizing your task usage

Introducing Tray Academy Certificates

Tray.io partners with Amazon Web Services (AWS)

A guide to accounts receivable (AR) automation

The ultimate guide to hiring a RevOps Manager

Unlock profitability with order-to-cash automation templates 

Q&A Part 3: Ensuring data security with Tray Merlin AI

Q&A Part 2: Supercharge automation with Tray Merlin AI

Embracing automation and AI for success in sales

Accelerate business expansion with new impact.com connector 

3 ways to plug revenue leakages with O2C automation

Callable Lookup: Employee Directory

Q&A Part 1: Unleashing the power of Tray Merlin AI

4 signs your order-to-cash process is broken

The RevOps secret weapon: Low-code automation

Accelerate revenue growth with order-to-cash automation

Transforming AI into action: An inside look at Tray Merlin

5 signs you need to uplevel your automation platform

From Zero to RevOps Hero: How to Build a Winning RevOps Team

Support, learning, & community: the Tray customer experience

Building your RevOps machine: the essential tech stack

Tray Insights Hub: Your Integration Cockpit

Introducing new beginner courses on Tray Academy

Automate EDI Integrations with the Stedi Connector

Getting started with RevOps: A Beginner’s Guide

At the forefront of a tectonic shift in automation

iPaaS vs RPA: What’s the difference?

Why Tray.io keeps winning awards as a great place to work

Extend your automation reach with new templates & connectors 

Steal this custom Salesforce Sync

Tray.io wins Proddy Award for best integrations product

Introducing the relaunched Tray Academy

Automation drives low-code digital transformation

Persistent Data Storage at the Solution Instance Level

Registering Custom Webhooks at Scale with Tray Embedded

Storing a Last Modified Time Stamp on a Solution Instance

The link between connectivity, velocity and hyperautomation

Infographic: 6 key benefits to using a low-code automation platform

Translating Programming Constructs to Tray Workflows

Embedded integrations are table stakes for software vendors

The Beginner’s Guide to Embedded Integrations

How low-code workflow automation speeds up IT projects

Beyond process automation: Redefinition drives new value

Serverless workflows go mainstream to meet data demands

Gartner 2022 trends: TX, hyperautomation, composable

From IT decentralization to end-user innovation

How to secure Slack with low-code automation

Maximizing HubSpot Forms

Embedded integrations: Everything you need to know

New Tray Platform capabilities activate builders, fast

Basic ETL on the Tray Platform tutorial

Challenging the status quo in enterprise iPaaS

How to integrate Facebook lead ads data with Salesforce

Working with ADP Workforce Now APIs for HR and payroll

How to load LinkedIn lead data into your CRM

All you need to know to integrate Salesforce and Asana

Marketo lead scoring: The essentials

The ultimate guide to updating Salesforce in bulk

How to scale high-volume e-commerce order fulfillment 

How to upload HubSpot data in bulk

Edge out competitors by automating conversation intelligence

Working with the Intercom API: What you need to know

What is an API integration? (for non-technical people)

Breaking down the critical steps of the sales cycle

Turning real-time event streams into game-changing value

Drive down CPC and target the best leads automatically

Integrations: from cost center to revenue driver

Deliver hyperautomation with low-code automation

How to automate deep-funnel SEM bidding for B2B Target ROAS

Open Source RevOps: 1st steps of the lead processing pipeline

Intro to the lead processing pipeline on the Tray Platform

Low code is the future of lead management (and RevOps)

Tray.io GTM operations, support, data centers go global

Automation maturity - your company’s secret weapon

2021 predictions: Automation continues to change the world

The state of automation and “automation-first” tech stacks

Announcing: Powerful governance and collaboration enhancements

Announcing: Secure collaboration and enhanced development support coming to Tray Embedded

Syncing Marketo + Salesforce data: What you need to know

Announcing: Greater enterprise connectivity with a new Connector SDK, a fully rebuilt NetSuite connector, and support for on-premise applications.

How Tray Embedded empowers organizations of all sizes

Five reasons why services teams need an integration solution

How to pass data from Google Forms to any tool

Introduction to working with Slack programmatically

Announcing: Tray.io partners with Zoom to automate teleconferencing

Are you damaging your brand by advertising on Facebook?

Scale onboarding and security with automated provisioning

Announcing: The new Tray Embedded

How to update Marketo records in bulk

New Tray Platform updates enable even faster automation for business and technology teams

The new leaders in iPaaS and how your integration strategy must adapt

Drive sales-marketing alignment by sharing sales wins

Win more deals by automating win/loss analysis and insights

Expand customer marketing with automated customer advocacy