BerniePortal and Outreach integration + automation
BerniePortal and Outreach integrations couldn’t be easier with the Tray Platform’s robust BerniePortal and Outreach connectors, which can connect to any service without the need for separate integration tools.
Uses
HR
Category
Human Resources Information Systems (HRIS)
Connector type
Universal Connector
Triggers
None
Operations
None
Uses
Sales
Category
Connector type
Tray Connector
Triggers
WebhookShow all
Operations
Update opportunity stage, Update prospect, Update sequence, Update stage, Add prospect to sequence, Create account, Create call, Create call disposition, Create call purpose, Create compliance requestShow all
Using the Tray Platform, we not only save hours of manual work by reducing manual entry, but we’re also scaling onboarding and employee account provisioning with automation.
Tray.io is the leader in low-code automation
Popular Human Resources Information Systems (HRIS) and Sales Enablement Connectors
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Transforming over 47,000+ organizations
The Tray Platform is...
Flexible
Connect to anythingAccess every endpointAutomate any event
Easy
Visual and intuitive UX Clicks-or-code automationCollaborative development
Powerful
Logical operatorsAdvanced capabilitiesReal-time logs
Scalable
Elastic scalabilityParallel processingLog data storage
Trusted
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
Resources
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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.
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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