Salesforce and Relativity integration + automation

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

Salesforce logo
Salesforce
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Uses

Sales, Marketing

Category

Customer Relationship Management (CRM)

Triggers

On Apex trigger (advanced), On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record Update

Connector type

Tray Connector

Operations

Batch create records, Batch delete records, Batch update records, Bulk upsert records, Convert Lead, Count records, Create amendment quote, Create custom field, Create query job, Create record

Relativity
Relativity
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Uses

Vertical

Category

Vertical

Triggers

None

Connector type

Universal Connector


See documentation

Operations

None

sean-passanisi

With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.

Sean Passanisi - Senior Manager, Sales and Marketing Operations

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Tray.io is the leader in low-code automation

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