Apttus + Harvest
Integration + Automation

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Apttus
+
Harvest

Apttus and Harvest Solutions

Uses

Sales, Finance and Accounting

Business professionals that want to integrate Apttus 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 Apttus support for ensured success

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.

Sean Passanisi - Senior Manager, Sales and Marketing Operations
Apttus

Apttus

Connection Type

Tray Toolkit

Triggers

Manual

Scheduled

Webhook

Operations

Get

List

Save

Harvest

Harvest

Connection Type

Service connector Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Assign task to project

Assign user to project

Update project

Create a client

Create project

What would you like to connect?

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