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

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UsesSales, 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
Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
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UsesFinance and Accounting, Product, E-Commerce
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Get paymentGet orderGet subscriptionGet bank accountGet customerGet invoiceGet loyalty accountList bank accountsList customer groupsList customersList invoicesList locations
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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.

Vice President, Business Systems
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