Ironclad and Salesforce integration + automation

Ironclad and Salesforce integrations couldn’t be easier with the Tray Platform’s robust Ironclad and Salesforce connectors, which can connect to any service without the need for separate integration tools.

Ironclad and Salesforce Connector Details



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UsesFinance and Accounting, Sales, Vertical
CategoryContract Management
Connector TypeTray Connector
Add workflow commentCreate recordCreate record attachmentCreate workflowCreate workflow asyncDelete recordDownload workflow documentGet async workflow launch statusGet published workflow schemaGet published workflow schema for launch DDLGet recordGet record attachmentand 9 more...
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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Batch create recordsBatch delete recordsBatch update recordsBulk update recordsBulk upsert recordsConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query jobCreate recordCreate/update recordand 32 more...
View documentation 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.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly is the leader in low-code automation

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