Salesforce and NetSuite integration + automation

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

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Oracle NetSuite
Integrations

Easy Salesforce + NetSuite integrations

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. 

Salesforce and NetSuite Connector Details

Salesforce logo

Salesforce

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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...
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Oracle NetSuite

NetSuite

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UsesFinance and Accounting, HR
CategoryERP Systems
Connector TypeTray Connector
Operations
Create recordDelete recordExecute SuiteQL (advanced query)Filter Records (advanced search query)Find recordsGet recordList record fieldsList record typesTransform recordUpdate recordUpsert recordList field options
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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
Udemy

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