Customer Relationship Management (CRM)
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 UpdateShow all
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 recordShow all
Finance and Accounting
Finance and Accounting
Create user, Create user group membership, Get user, Get user group membership, List user group memberships, List user group memberships DDL, List user groups, List user groups DDL, List users, List users DDLShow all
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.
Thanks to the low-code Tray Platform, you can ensure invoices are paid on time and uncover upsell opportunities with fast Coupa + Salesforce integrations. Now anyone can easily stand up custom Coupa + Salesforce integrations in minutes with our easy-to-use, drag-and-drop interface—without needing IT support.
Look beyond Coupa + Salesforce connectors to do more, faster, and unsilo your entire tech stack. The Tray Platform lets you bi-directionally sync any data source, including flat files (such as CSVs), webhooks, email, FTP, and any other cloud tool. You can also use data within custom fields.
And standing up API-level integrations is just the beginning. Drive revenue and process company expenses faster with powerful Coupa + Salesforce automation on the Tray Platform. Skip the hours of time-consuming tasks and refocus on developing strategies that provide seamless customer experiences by creating automated workflows that streamline your most critical finance operations. Get the most out of your expense management and CRM with the Tray Platform.
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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