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
HR, Finance and Accounting
Get record, List field options, List field options DDL, List record fields, List record fields 1st level DDL, Create record, Delete record, Filter Records (advanced query), Find records, Find records DDLShow 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.
Onboard customers faster, streamline your supply chain, and fuel business growth with custom Salesforce + NetSuite integrations on the low-code Tray Platform. Our platform makes it easy to bi-directionally sync any data source, including flat files (such as CSVs), FTP, email, webhooks, and any cloud software—even using data within custom fields. Rapidly unsilo all of your go-to applications and seamlessly flow data wherever you need.
Our platform empowers you to stand up API-level connections in minutes, without relying on IT. Need Salesforce + NetSuite connectors to tightly connect any go-to application at the API level? Just use our 100% visual builder to drag and drop together NetSuite, Salesforce, and any other go-to application in your tech stack. Now, you can save hours of manual work and refocus on efficiently driving revenue.
And no need to stop with integrations. The Tray Platform also lets you build robust Salesforce + NetSuite automation to unlock data-driven insights. Craft automated workflows to maximize sales productivity, improve revenue team alignment, improve the customer experience, and boost customer retention.
Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.
Connect to anything
Access every endpoint
Automate any event
Visual and intuitive UX
Log data storage
Secure (SOC2 II, GDPR, HIPAA)
Built-in 2FA + full encryption
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