Simplify complicated integrations. Pass data between Expensify according to the timing, logic, and format that works for you and your data stack.
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.
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.
Our low-code UX is truly cutting edge. Use point-and-click data mapping to easily act on data from previous workflow steps, fast.
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
Identify and troubleshoot errors on the fly with our powerful logs and debugging features for a seamless building experience
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
Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.
Tray can connect to practically any software that has an API. We can access REST and SOAP APIs. We even process huge CSV files for customers that use software that has limited API support. Customers really value Tray’s ability to connect to databases and extract important data from them.
API stands for application programming interface and is a way that software providers manage access to data on behalf of their customers.
Tray is good at getting all the data available in an API. Some vendors struggle to expose and make use of custom fields and other hard-to-access data values. With Tray, you can pick the API scope you wish to access.
A task is a data transaction that is processed by Tray as part of a step in a workflow process. The more steps or, the more data that is processed in workflow, the more tasks.
It depends on your processes and workflows. We understand that it can be challenging to estimate this, so that’s why we like to talk with you to scope out what you need.
We will not stop any of your workflows. The next time you are billed, you will be charged based on the new number of enabled workflows and task volume that you have in your account.
An event is a change in a data value in one or more of your software applications. As soon as the Tray Platform detects a change in the data value, either via webhooks or a scheduled trigger, it processes it in real-time. Some other vendors use polling triggers and can only check for changes of data every five minutes or so. Real-time event processing is an essential distinction for customers who require time-sensitive automation.
Workflows are a key part of the Tray platform. If you are building an integration to pass data between different services, you’ll be using a workflow to do it. Workflows can have just a few steps or hundreds of steps. It depends on your process.