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.
Boost sales productivity and drive revenue team alignment with powerful monday.com + Salesforce integrations on the low-code Tray Platform. Our platform makes it easy to stand up robust integrations in minutes, without using extensive IT resources. Just drag and drop together Salesforce, monday.com, and any other go-to application in your tech stack.
Need monday.com + Salesforce connectors? Our platform empowers you to seamlessly flow data across your tech stack to unlock actionable insights and drive productivity. Bi-directionally sync any data source at the API level, including flat files (such as CSVs), FTP, email, webhooks, and any cloud software—even using data within custom fields.
And no need to stop with integrations. The Tray Platform also lets you craft dynamic, multi-step automation to save hours of manual work and take full control of your CRM and project management data. Build automated workflows to flow data wherever you need.
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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