Universal Connector

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 and Asana Connector Details

Salesforce Service Cloud

Salesforce Service Cloud

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UsesCustomer Success and Support, Sales
CategoryCustomer Success and Support
Connector TypeUniversal Connector

Minor Configuration Required

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

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

UsesAll
CategoryProject Management
Connector TypeTray Connector
Operations
Update taskAdd followers to a taskAdd custom field to projectDelete taskAdd members to portfolioAdd members to projectAdd project status updateAdd project to portfolioAdd tag to taskAdd task to projectAdd task to sectionCopy all tasksand 60 more...
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The Tray Platform enables better cross-team collaboration, easier sharing of data in real time, and transparency across the client lifecycle.

Mike Atwood
Mike Atwood, Executive Director of Client Success
Vox Media

Tray.io is the leader in low-code automation

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