Universal Connector

Salesforce and Humanity integration + automation

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

Salesforce and Humanity Connector Details

Salesforce logo

Salesforce

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UsesSales, 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
Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
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We use this when we don't have approval to use a co logo but can still have connector name on site

Humanity

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UsesAll
CategoryScheduling and Time Tracking
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Humanity connector available at the moment.

To get data in and out of Humanity, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

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.

Vice President, Business Systems
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