Universal Connector

Relativity and Salesforce integration + automation

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

Relativity and Salesforce Connector Details

Relativity

Relativity

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UsesVertical
CategoryVertical
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Relativity connector available at the moment.

To get data in and out of Relativity, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

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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