Uses
Finance and Accounting
Category
Connector type
Tray Connector
Triggers
None
Operations
Create record, Custom operation, Delete record, Get record, List records, Update record
Uses
Customer Success and Support, All
Category
Customer Success and Support
Connector type
Tray Connector
Triggers
Event webhook, WebhookShow all
Operations
Archive contact, Assign conversation, Attach contact to company, Attach contact to conversation, Attach tag to contact, Create conversation, Close conversation, Create contact, Create message as admin, Create noteShow all
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.
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
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