Salesforce Service Cloud and Asana integration + automation

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

Salesforce Service Cloud
Salesforce Service Cloud
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Uses

Customer Success and Support, Sales

Category

Customer Success and Support

Triggers

None

Connector type

Universal Connector

Operations

None

Uses

All

Category

Project Management

Triggers

None

Connector type

Tray Connector


See documentation

Operations

Add custom field to portfolio, Add custom field to project, Add drop down option to custom field, Add followers to a task, Add members to portfolio, Add members to project, Add project status update, Add project to portfolio, Add tag to task, Add task dependencies
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mike atwood

The Tray Platform enables better cross-team collaboration, easier sharing of data in real time, and transparency across the client lifecycle.

Mike Atwood Executive Director of Client Success

Vox Media

Tray.io is the leader in low-code automation

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