Uses
Finance and Accounting, HR
Category
ERP Systems
Triggers
None
Connector type
Tray Connector
Operations
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 fields
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Uses
All
Category
Collaboration
Triggers
None
Connector type
Tray Connector
Operations
Get event message relationship, List category tag team relationships, List message documents, List message job reference relationships, Get event job reference relationship, Add job references to user, Add teams to category tag, Add category tags to message, Add contact to group, Add job references to message
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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.