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
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
E-Commerce
Category
Triggers
None
Connector type
Tray Connector
Operations
Add customer to list, Convert customer, List contacts, Get customer, List email lists, List email lists DDL, Raw HTTP request (advanced), Record customer opt in, Update customer
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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.