Customer Success and Support
Get conversation, Create customer, Create note, Delete conversation, List customers, List mailboxes, List tags, List threads, List users, Update address
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
The Tray Platform enables better cross-team collaboration, easier sharing of data in real time, and transparency across the client lifecycle.
Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.
Connect to anything
Access every endpoint
Automate any event
Visual and intuitive UX
Log data storage
Secure (SOC2 II, GDPR, HIPAA)
Built-in 2FA + full encryption
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