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Phocas integration + automation

Integrate Phocas with any SaaS application or service using the Tray Platform’s universal connectors. Quickly configure them to connect to any API, database, webhook, and more.

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Flexible + intuitive Phocas integrations

Unlock more-actionable insights that empower you to drive more revenue, boost retention, and maximize efficiency with the low-code Tray Platform. Using our 100% visual, drag-and-drop builder, you can rapidly stand up custom Phocas integrations, without relying on extensive IT support. Bi-directionally sync Phocas with any data source to unsilo data and refocus on strategic business goals. We can connect with flat files (such as CSVs), FTP, webhooks, email, and all of your go-to tools (even using data within custom fields). 

Need a Phocas connector? Any business user within your organization can build seamless Phocas integrations that unsilo your tech stack and empower teams with real-time analytics. Flow data across your go-to tools to drive more effective campaigns, improve customer retention, and gain deeper insight into product usage.

Sync and share analytics data across your tools and teams with powerful, multi-step Phocas automation. You can build custom, automated workflows to generate interactive dashboards and reporting, channel mission-critical analytics data across key teams, and maximize process efficiency. Do more, faster, with Phocas and the Tray Platform.

Phocas Connector Details




Business Intelligence (BI)



Connector type

Universal Connector



By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.

Senior Director Growth

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