Create entity, Delete entity, List entity type attributes, List entity types, List one to many relationships, List status attribute options, Query entity data, Run fetch XML query (advanced), Get entity, Get user information
On action (button or menu click)
Add member to group, Add owner to group, Add tab to channel, Archive team, Clone team, Create adaptive card, Create channel, Create chat message, Create group, Delete channel
With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.
Supercharge your sales organization’s collaboration with custom Microsoft Dynamics 365 + Microsoft Teams integrations. The low-code Tray Platform makes it easy for you to rapidly connect your CRM, collaboration platform, and any data source—without needing extensive IT support.
Even if you don’t have technical experience, our platform gives anyone the power to stand up powerful integrations. Using our 100% visual interface, you can bi-directionally sync any data source, including flat files (such as CSVs), FTPs, email, webhooks, and any other cloud application, even using data within custom fields. Now, you can flow your lead and chat data anywhere across your tech stack.
Integrations are only the beginning. You can also use the Tray Platform to deploy custom Microsoft Dynamics 365 + Microsoft Teams automation to take your sales collaboration to the next level. We empower you to launch flexible, multi-step workflows that enhance sales productivity and drive conversions. Now, you can improve sales execution, win more deals, and scale mission-critical sales processes.
Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.
Connect to anythingAccess every endpointAutomate any event
Visual and intuitive UX Clicks-or-code automationCollaborative development
Logical operatorsAdvanced capabilitiesReal-time logs
Elastic scalabilityParallel processingLog data storage
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
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