Finance and Accounting, HR
Create record, Delete record, Filter Records (advanced query), Find records, Find records DDL, Get field for replace DDL, Get record, List field options, List field options DDL, List record fieldsShow all
By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.
It’s never been easier to build custom NetSuite + Microsoft Teams integrations on the Tray Platform. Our low-code platform gives you the power to connect your ERP, internal communications software, and any other data source—without requiring extensive IT support.
Seamlessly flow your chat, video, finance, and payment data across wherever you need. Using our 100% visual builder, you can bi-directionally sync any of your go-to SaaS tools at the API level. Now, you can deeply connect any data source, including flat files (such as CSVs), spreadsheets, webhooks, FTPs, and any other cloud-based tool, even using data within custom fields.
Why stop with custom integrations? The Tray Platform also empowers you to stand up custom NetSuite + Microsoft Teams automation to streamline your ERP and communication processes. Using multi-step workflows, spend less time on manual data entry and more time on high-impact projects. Now, you can use our platform to drive productivity, improve team collaboration, and scale mission-critical processes.
As powerful as NetSuite + Microsoft Teams connectors might be, you’ll also need unlimited, multi-step automation to take full control of your finance and chat data. The Tray Platform gives you the power to build automated workflows that connect any number of applications to execute a limitless variety of operations.
Business users in finance, HR, engineering, IT, e-commerce, revenue operations, and many other teams across the organization can use the Tray Platform to deploy custom NetSuite + Microsoft Teams automation. Now, you can freely flow video chat, messages, invoices, inventory, and fulfillment data between NetSuite, Teams, and any other application. You can automatically alert relevant stakeholders whenever you update ERP records. Or, you can easily build rich dashboards that report on key financial details and chat engagement.
You can easily connect NetSuite, Microsoft Teams, and any other tool, including your payments platform, data warehouse, CRM, e-commerce software, helpdesk, managed services software, marketing automation platform, and others. Our platform offers a full library of pre-built connectors, data helpers, and custom logic operators so you can design customized workflows exactly as you need.
The Tray Platform makes it easy for business users to build NetSuite + Microsoft Teams integrations in minutes. Our platform also gives technical users the power to run large-scale data jobs that process billions of records daily. And regardless of how your data priorities evolve, our elastic, serverless architecture ensures that all your workflows scale automatically.
Take your ERP and collaboration processes to the next level with advanced NetSuite + Microsoft Teams automation. Need to ensure a seamless quote-to-cash process by alerting teammates for approval? Need to easily communicate with international distributors to restock your e-commerce inventory and ensure timely fulfillment? Need to automate manual work-intensive processes within your finance team? There are no limits to what the Tray Platform can automate since we also connect important tools including Stripe, PayPal, Expensify, Salesforce, Paylocity, ServiceNow, Microsoft Dynamics 365, Mailchimp, Shopify, Magento, SharePoint, Jira, Zendesk, Microsoft Azure, and many others.
IT teams trust the Tray Platform since we offer enterprise-grade security, including SOC 2 Type 2 certification and full compliance with data privacy regulations such as GDPR, CCPA, and HIPAA.
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
Select the type of demo you’d like