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.
Popular Ironclad and Salesforce integrations
Ironclad and Salesforce Connector Details
Connector TypeTray Connector
Operations
View documentationAdd 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...
Salesforce
Learn moreUsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
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
Operations
View documentationBatch create recordsBatch delete recordsBatch update recordsBulk update recordsBulk upsert recordsConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query jobCreate recordCreate/update recordand 32 more...
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