Kanban Tool and Salesforce integration + automation

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

Kanban Tool and Salesforce Connector Details

Kanban Tool

Kanban Tool

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UsesProduct
CategoryContact Management
Connector TypeTray Connector
Operations
List all tasks for a boardGet userList all boards for a userGet task detailsCreate taskDelete taskGet board detailsGet current userRestore taskUpdate task
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Salesforce logo

Salesforce

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UsesSales, 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
Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
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Tray Embedded has freed up our engineering resources to work on our core product while leveraging technology to provide customers the flexibility to integrate with their apps, opening the door to Copper’s next stage of growth as we move up-market.

Brett Schuenemann
Brett Schuenemann, Senior Director of Product Management
Copper

Tray.io is the leader in low-code automation

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