How it works
Simplify complicated integrations. Pass data between ConnectWise according to the timing, logic, and format that works for you and your data stack.
STEP 1
Add a trigger to your workflow
Every workflow starts with a trigger. The Tray Platform has more than 80+ triggers available including webhooks, scheduled triggers, app-based triggers, and more to start your automation.
STEP 2
Add a connector to the builder canvas
Simply use our drag-and-drop workflow builder to add one of our 550+ connectors to the canvas. Once a service connector is added, simply authenticate and configure each step.
STEP 3
Easily map data with the connector snake
Our low-code UX is truly cutting edge. Use point-and-click data mapping to easily act on data from previous workflow steps, fast.
STEP 4
Create exactly what you need with flexible business logic
Use our core connectors to build any process automation with unlimited business logic. Easily add loops, booleans, or branching to design your automation 10X faster than using code
STEP 5
Quickly test and iterate your workflow with seamless debugging
Identify and troubleshoot errors on the fly with our powerful logs and debugging features for a seamless building experience
STEP 6
Modern UX features makes building easy for everyone
Build and iterate quickly and easily using modern UX features like copy and pasting steps, rolling back to previous versions, reusing snippets, and undo + redo
With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.
Tray.io is the leader in low-code automation
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