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.
Unify, manage, and analyze your CRM data at scale with custom Snowflake + Salesforce integrations with the low-code Tray Platform. Any business user can use our 100% visual interface to deeply connect any data source—without needing extensive IT support.
Our platform gives you the power to drag and drop together seamless integrations between any of your most essential applications. You can bi-directionally sync any data source, including flat files (such as CSVs), FTPs, webhooks, email, and any other cloud-based application (even using data within custom fields).
Why stop with just integrations? Anyone can use the Tray Platform to deploy custom Snowflake + Salesforce automation to centralize their CRM data and unlock insights that drive sales productivity. Using powerful, multi-step workflows, you can dynamically push, pull, and manage Salesforce data across your data warehouse. Now, you can use our platform to tap into analytics that improve collaboration, drive sales pipeline, and scale mission-critical sales processes.
Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.
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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