Uses
Finance and Accounting
Category
Contract Management
Triggers
None
Connector type
Universal Connector
Operations
None
Uses
All
Category
Project Management
Triggers
None
Connector type
Tray Connector
Operations
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 dependencies
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Tray.io 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.