Salesforce and iManage integration + automation

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

Request 1:1 demo

Popular Salesforce and iManage integrations

Salesforce and Microsoft Teams

Salesforce and Salesforce Pardot

Salesforce and HubSpot

Salesforce and Microsoft Sharepoint

Salesforce and Asana

iManage and Microsoft Dynamics 365

iManage and Salesforce Pardot

iManage and ADP Workforce Now

iManage and HubSpot

iManage and ServiceNow

Salesforce and iManage Connector Details

Salesforce

Learn more

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...

View documentation

iManage

Learn more

UsesHR

CategoryE-Signature

Connector TypeUniversal Connector

Minor Configuration Required

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

To get data in and out of iManage, 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