Customer Relationship Management (CRM)
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 informationShow all
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.
Unify your HR, CRM, and ERP data and processes with the low-code Tray Platform. Now, anyone in your organization can stand up robust custom MS Dynamics 365 + SAP SuccessFactors integrations that drive revenue and supercharge your payroll and HR processes. Our 100% visual, drag-and-drop builder empowers you to rapidly sync data across any systems in your tech stack, any data source (including flat files such as CSVs), and any cloud software, even using data within custom fields. Do it all with minimal help from IT.
Need an MS Dynamics 365 + SuccessFactors connector to design powerful HR and payroll + CRM integrations that reduce manual-intensive HR admin tasks? With the Tray Platform, you can bi-directionally sync data and freely flow all your mission-critical data around payroll, invoices, benefits, and deductions across your entire tech stack.
But why stop with integrations? You can also use our platform to design powerful, multi-step Dynamics + SuccessFactors automation to unsilo your CRM, payroll, and HR processes. Craft automated workflows tailored to your needs, combining any tools and logic you need to create a more flexible and engaged workforce that drives revenue growth.
Increase efficiency and productivity throughout your organization with flexible and scalable Dynamics + SAP automation. Business users in sales, revenue operations, HR, accounting, finance and more, can quickly craft automated workflows. Connect MS Dynamics 365 + SuccessFactors at the API level to kick off unlimited operations between any of your go-to tools or applications, including your ERP, accounting software, HRIS, collaboration platform, BI tools, project management platform, and much more.
Streamline processes around expense and reimbursement approvals by auto-alerting key stakeholders. Help your sales team spend more time selling by removing manual tasks from billing and invoicing. Flow employee benefits and payroll data across multiple systems to accelerate organizational efficiency and minimize errors. With the Tray Platform, everyone can create processes that supercharge team efficiency.
Our full library of pre-built connectors, data helpers, and custom logic operators empowers you to design customized automated processes that meet your exact sales, HR, and payroll needs. Reduce the burden of manual data entry and refocus on strategic work.
While any business user can easily build MS Dynamics 365 + SuccessFactors integrations on the Tray Platform, technical users can also use our platform to execute heavy-duty data jobs touching billions of records daily. Our elastic, serverless architecture ensures your workflows scale with your evolving data needs.
Now, you can craft next-level Dynamics + SuccessFactors automation to maximize sales productivity. Need to freely flow HR data such as employee information, salary, benefits, performance evaluations, and more to any source? Need to automate employee onboarding to provision users across MS Dynamics and other domain-specific tools? Need to auto-sync your payroll data, including taxes, deductions, time-off, bonuses, and more, across multiple systems? The Tray Platform can connect any of your go-to tools, including HubSpot, Slack, Asana, Zendesk, Jira, Marketo, QuickBooks, 8x8, Dropbox, ADP Workforce Now, Shopify, Smartsheet, and many others.
IT professionals and security experts trust our platform’s enterprise-grade security. We’re SOC 2 Type 2-certified and compliant with data privacy regulations such as GDPR, HIPAA, and CCPA.
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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