List users sys ID DDL, Raw HTTP request (advanced), Create user, Delete table record, Delete user, Create incident, Create table record, Get incident, Get instance URL, Get table record by IDShow all
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 UpdateShow all
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 recordShow all
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.
Deliver a seamless customer experience with Salesforce + ServiceNow integrations on the low-code Tray Platform. Our visual, drag-and-drop workflow builder empowers anyone to stand up the custom integrations they need without extensive IT support. It’s never been easier to connect your customer workflows in ServiceNow, your CRM, and any other data sources across your tech stack.
Now, you can drive fierce customer loyalty by syncing customer issues and any other data bi-directionally between Salesforce, ServiceNow, and other systems. We can connect any data source, including all your favorite cloud-based tools (and any data within custom fields), flat files such as CSVs, FTP, webhooks, and more.
And custom integrations are just the beginning. You can use our Salesforce + ServiceNow connectors to create powerful, multi-step automated processes that flow data across your stack and trigger unique actions in each system. With the Tray Platform, you can take full control of your data and build processes tailor-made to your business needs.
Use the Tray Platform to design automated processes that move data through Salesforce, ServiceNow, and any other go-to SaaS tool, including your marketing automation platform, support tools, web chat tools, data warehouses, and more. Build any process and connect to any tool thanks to our library of pre-built connectors, data helpers, and logic-based operators.
Harness the power of automation to spend less time making manual data updates in multiple systems and more time making your customers happier. If you work in support, sales, marketing, revenue operations, or any other role across the business, you can design your own automated workflows in minutes.
Start automating routine work today and refocus your time on strategic, high-level projects. You can drive retention by keeping account managers up-to-date with the latest customer tickets, send alerts when specific issues arise, personalize your support with context from your CRM, and so much more.
Anyone, regardless of their technical expertise, can stand up the custom Salesforce + ServiceNow automation they need. Meanwhile, power users can architect massive data jobs and other heavy-duty processes that touch billions of records daily. And our elastic, serverless architecture ensures that your workflows will scale with you as your data needs evolve.
Now, you can automate any Salesforce + ServiceNow process. Need to sync issues and other context from support calls from ServiceNow into Salesforce to help your account team understand the current status of a customer? Need to surface deal information directly inside a ticket? Need to design custom logic that moves data between Salesforce, ServiceNow, and other tools, including Jira, Zendesk, Workday, Oracle Bronto, and more?
The Tray Platform can unsilo your data and supercharge process efficiency. Plus, we’re SOC 2-certified and compliant with critical data privacy regulations such as GDPR, CCPA, and HIPAA. Security experts trust us to handle even their most sensitive data.
Connect to anythingAccess every endpointAutomate any event
Visual and intuitive UX Clicks-or-code automationCollaborative development
Logical operatorsAdvanced capabilitiesReal-time logs
Elastic scalabilityParallel processingLog data storage
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
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