Salesforce and Alida integration + automation
Salesforce and Alida integrations couldn’t be easier with the Tray Platform’s robust Salesforce and Alida connectors, which can connect to any service without the need for separate integration tools.
Salesforce and Alida Connector Details
Salesforce
Learn moreUsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Operations
View documentationBatch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
Connector TypeTray Connector
Operations
View documentationDownload batched member dataGet batch download linkCreate batch IDCreate member valueCreate member variableCreate member variable valueGet member valueGet member variableGet member variable valueList member valuesList member values for timeframeList member variable values
The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.
