List pipeline stages DDL, List pipeline stages for pipeline DDL, List pipelines DDL, Update opportunity, Update person, Company exists?, Activity exists?, Are leads enabled?, Create activity, Create company
Add custom field to portfolio, Add custom field to project, Add drop down option to custom field, Add followers to a task, Add members to portfolio, Add members to project, Add project status update, Add project to portfolio, Add tag to task, Add task dependenciesShow all
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.
Easily stand up custom Asana + Copper integrations in minutes with the low-code Tray Platform. Any business user can deeply connect their CRM, project management platform, and any data source in their revenue stack, without needing extensive IT support.
Our platform makes it easy to build API-level integrations between any of your most essential apps in minutes. Using our 100% visual builder, you can bi-directionally sync Asana, Copper, and any data source, including flat files (such as CSVs), FTPs, webhooks, email, and any other software—even using data within custom fields.
There’s more to the Tray Platform than just integrations. You can also use our platform to build custom Asana + Copper automation to drive sales productivity and win more deals. Anyone can easily launch flexible, multi-step workflows that minimize manual work and enable you to refocus on improving sales execution. Now, you can use our platform to increase revenue, deliver projects on time, and scale mission-critical sales processes.
Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.
Connect to anythingAccess every endpointAutomate any event
Visual and intuitive UX Clicks-or-code automationCollaborative development
Logical operatorsAdvanced capabilitiesReal-time logs
Elastic scalabilityParallel processingLog data storage
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
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