Brightree Namely
Integration + Automation

Get the specs

Recorded Demo

See our platform in action

45 Minutes

Live Group Demo

Ask questions + get answers

Every Thursday, 10am PT / 30 minutes

Personalized 1:1 Demo

Tailored walk-through

Flexible with your schedule
Brightree
+
Namely

Brightree and Namely Solutions

Uses

Vertical, HR

Business professionals that want to integrate Brightree with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

  • Integrate with any app with our unique Universal Connector

  • Easily use our drag-and-drop workflow builder

  • Receive hands-on Brightree support for ensured success

The Tray Platform gives us speed, agility, visibility, and cost savings. And better yet, it lets us be proactive with our marketing in a way that we couldn’t before. It has become a core part of our marketing infrastructure.

David Dorman, Director of Growth and Demand Generation, DigitalOcean
Brightree

Brightree

Connection Type

Tray Toolkit

Triggers

Manual

Scheduled

Webhook

Operations

Get

List

Save

Namely

Namely

Connection Type

Service connector Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Create profile

Get profile

List profiles

List profiles DDL

Update profile

Make anything happen.

The Tray Platform is...

Flexible

Connect to anything

Access every endpoint

Automate any event

Easy

Visual and intuitive UX

Clicks-or-code automation

Collaborative development

Powerful

Logical operators

Advanced capabilities

Real-time logs

Scalable

Logical operators

Advanced capabilities

Real-time logs

Trusted

Secure (SOC2 II, GDPR, HIPAA)

Built-in 2FA + full encryption

Role-based access