Business professionals that want to integrate Salesforce with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.See documentation >
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
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.
Salesforce integrations couldn’t be easier with the Tray Platform’s robust Salesforce connector, which connects any services without the need for separate integration tools. With our platform’s low-code, visual builder, you can build a seamless API integration to any cloud service in minutes, without IT support.
Integrate Salesforce directly to the rest of your tech stack to sync mission-critical data to any other application. Create a custom Salesforce technology stack by dragging-and-dropping together any CRM data, then orchestrate any process at scale with powerful automated workflows. Do it all in one platform, without the need for any separate Salesforce integration solutions.
Take Salesforce workflow automation to the next level. With the Tray Platform, business users can quickly build any Salesforce cloud integration and automate processes that trigger from, transform, and update any data, even in custom fields. Do more, faster with our flexible builder’s extensive list of pre-built service connectors and custom logic helpers.
Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.
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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