Microsoft Teams

Microsoft Sharepoint

Slack-icon-color

Slack

SAPERP-icon-color

SAP ERP

Microsoft Office 365 Outlook.com

GoogleCloud-icon-color

Google Cloud

Infor-icon-color

Infor

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Cisco Jabber

MicrosoftLiveOutlook-icon-color

Microsoft Live Outlook

GoToMeeting

SAP-1

SAP S/4Hana

Huddle-icon-color

Huddle

Teamwork-icon-color

Teamwork

GoToWebinar

Podio-icon-color

Podio

Jive

Opal

Chatwork-icon-color

Chatwork

HipChat

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Bloomfire

Create record

Delete record

Retrieve a list of records. Execute a raw query to extract data from NetSuite.

Filter Records (advanced query)

Find records

Retrieve a list of Record IDs associated with the selected Record type.

Find records DDL

Get field for replace DDL

Get record

List field options

List only fields that have options, for a given record type.

List field options DDL

List all the available fields for a given record type.

List record fields

Retrieve a list of fields associated with the selected Record type.

List record fields 1st level DDL

List record types

List record types DDL

Retrieve a list of Record types that can be transformed into another record type.

List record types to transform from DDL

Retrieve a list of Record types you that you want transform another record type into.

List record types to transform in DDL

List writable record fields DDL

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Transform a record from one type into an another, using data from an existing record.

Transform record

Update record

Upsert record

Finance Leader Success Story

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Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Optimize your events with Zuora-Slack integration

Thryv Success Story

Dex Yp used Tray.io to connect their MarTech stack

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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sales-operations-best-practices

How to close the sales revenue gap

Media Leader Success Story

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Leading media firm expedites RFP processes with automation

Connector Department - Finance and Accounting - Cards

Vestorly case study

Jonathan Tartell - CPA VP of Operations and Finance

Finance and Accounting

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NetSuite

ERP Systems

Integration & Automation

Get the most out of your content management system with fast, easy to build integrations across your tech stack and powerful process automation on the low-code Tray Platform.

Content Management System (CMS)

It’s easy to make valuable customer insights actionable by integrating your customer data platform and automating CDP processes with the low-code Tray Platform.

Customer Data Platform (CDP)

Make revenue processes more efficient and set your sales team up for success with CRM integrations and powerful automation on the low-code Tray Platform.

Customer Relationship Management (CRM)

Integrate your database with any apps in your tech stack to streamline ETL, analytics, and any other data-driven process with automation using the low-code Tray Platform.

Database

Capture the full value of enriched lead and contact data with seamless, easy-to-build integrations and powerful automation on the low-code Tray Platform.

Data Enrichment

Get the absolute most out of your email with fast, easy-to-build integrations to any cloud services and powerful automation on the low-code Tray Platform.

Email

Easily integrate your HRIS with payroll, accounting, and any other app, while using automation to streamline any HR process with the low-code Tray Platform.

Human Resources Information Systems (HRIS)

Securely manage identity access at scale across your tech stack with seamless API integrations and powerful, low-code automation on the Tray Platform.

Identity Management

Get the most out of your LMS with fast, easy-to-build integrations across your tech stack and powerful process automation on the low-code Tray Platform.

Learning Management Systems (LMS)

Execute every project flawlessly by integrating project tools across your entire tech stack and expediting processes with low-code automation on the Tray Platform.

Project Management

Reach more prospects, boost conversions, and capture more opportunities with easy-to-build sales enablement integrations and automation on the low-code Tray Platform.


Sales Enablement

Connectors

Award - Best Meets Reqs Winter 2021

Awards - G2 Best Results Winter 2021

G2 - Users Most Likely To Recommend Winter 2021

Awards - G2 Users Most Likely To Recommend Winter 2021

G2 - High Performer Mid-Market Winter 2021

Awards - G2 High Performer Mid-Market Winter 2021

Awards - G2 High Performer Winter 2021

Awards - Leader Mid-Market Winter 2021

Awards - Leader Winter 2021

G2 - Momentum Leader API Mangement Winter 2021

Awards - G2 Momentum Leader API Mangement Winter 2021

Awards - G2 Momentum Leader iPaaS Winter 2021

Tray.io is the leader in low-code automation

Integrates Clearbit and BuiltWith with Salesforce to continually enrich 650,000 opportunities

AdRoll integrates disparate lead data to target the best opportunities

Brendon Ritz - Marketing Operations Lead

AdRoll Success Story

AdRoll is a leading performance marketing platform with over 35,000 clients worldwide.

AdRoll Case Study

Resources

Select the type of demo you’d like

Get a Demo (Gray blue - 1285)

AdRoll case study for Tray.io

Learn how to drive more conversions, faster with automation

How to Automate the Entire Lead Lifecycle

About Tray

Automate the Entire Lead Lifecycle Guide

Automate the entire lead lifecycle

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APIs: The most powerful tools you didn't know you had

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Chartio offers cloud-based data exploration simple enough for anyone.

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Broaden visibility of customer health

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Together, Zendesk + Tray.io close the gap between customer support, sales and the rest of the company.

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AdRoll - Full

Featured partner

AdRoll

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Example Quote

Business professionals that want to integrate %connector% with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

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First Name (Clearbit)

Last Name (Clearbit)

Company Name (Clearbit)

Submit (get a demo) (left aligned)

Inline Demo Multi (1352) - 

We need just a few details from you and your trial invite will be on its way!

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Services

Solution

Technical

Email (Trials)

Company (Trials)

Get your free trial (centered)

Instant Trial Offer

Offer Type (Trial)

Direct Trials Form

Free trial

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Modal Demo Multi (1351)

Connector Pages - 2 Demo Offers

%connector% integrations couldn’t be easier with the Tray Platform’s robust %connector% connectors, which can connect to any service without the need for separate integration tools.

NetSuite and Zoom integration + automation

NetSuite and Zoom integrations couldn’t be easier with the Tray Platform’s robust NetSuite and Zoom connectors, which can connect to any service without the need for separate integration tools.

Popular NetSuite and Zoom integrations

NetSuite

Zoom

Tray.io is the leader in low-code automation

Popular ERP Systems and Collaboration Connectors

Make anything happen See Tray.io in action

Transforming over 47,000+ organizations

The Tray Platform is...

Flexible

Easy

Powerful

Scalable

Trusted

Resources

Finance leader integrates CRM & payments to strengthen sa...

Optimize your events with Zuora-Slack integration

Thryv integrates online orders & payments to mobilize 1,5...

Recurly's subscription-payment functionality integrates w...

How to close the sales revenue gap

Leading media firm expedites RFP processes with automation

Get a Demo