Salesforce and Square integration + automation
Salesforce and Square integrations couldn’t be easier with the Tray Platform’s robust Salesforce and Square connectors, which can connect to any service without the need for separate integration tools.
Salesforce and Square Connector Details
Salesforce
Learn moreUsesSales, 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
View documentationBatch create recordsBatch delete recordsBatch update recordsBulk update recordsBulk upsert recordsConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query jobCreate recordCreate/update recordand 32 more...
Connector TypeTray Connector
Operations
View documentationGet orderGet paymentGet bank accountGet customerGet invoiceGet loyalty accountGet subscriptionList bank accountsList bank accounts DDLList customer groupsList customer groups DDLList customersand 1 more...
The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.
