Salesforce and Jira integration + automation

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

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Uses

Sales, Marketing

Category

Customer Relationship Management (CRM)

Triggers

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 Update
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Connector type

Tray Connector


See documentation

Operations

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 record
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Uses

All, Developers, Product

Category

Collaboration

Triggers

Webhook
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Connector type

Tray Connector


See documentation

Operations

Create issue, Create issue attachment, Create issue comment, Create issue link, Create version, Delete issue, Download issue attachment, Get attachment metadata, Get comment property, Get issue
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sean-passanisi

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.

Sean Passanisi - Senior Manager, Sales and Marketing Operations

Udemy

Tray.io is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021

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