How it works

Simplify complicated integrations. Pass data between Phocas according to the timing, logic, and format that works for you and your data stack.

Step 1

Add a trigger to your workflow

Every workflow starts with a trigger. The Tray Platform has more than 80+ triggers available including webhooks, scheduled triggers, app-based triggers, and more to start your automation.

Microsites How It Works Step One
Step 2

Add a connector to the builder canvas

Simply use our drag-and-drop workflow builder to add one of our 550+ connectors to the canvas. Once a service connector is added, simply authenticate and configure each step.

Add a connector to the builder canvas
Step 3

Easily map data with the connector snake

Our low-code UX is truly cutting edge. Use point-and-click data mapping to easily act on data from previous workflow steps, fast.

Easily map data with the connector snake
Step 4

Create exactly what you need with flexible business logic

Use our core connectors to build any process automation with unlimited business logic. Easily add loops, booleans, or branching to design your automation 10X faster than using code

Create exactly what you need with flexible business logic
Step 5

Quickly test and iterate your workflow with seamless debugging

Identify and troubleshoot errors on the fly with our powerful logs and debugging features for a seamless building experience

Quickly test and iterate your workflow with seamless debugging
Step 6

Modern UX features makes building easy for everyone

Build and iterate quickly and easily using modern UX features like copy and pasting steps, rolling back to previous versions, reusing snippets, and undo + redo

Modern UX features makes building easy for everyone

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

Senior Director Growth, New Relic
New Relic

Tray.io is the leader in low-code automation

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