Salesforce and Unit4 ERP integration + automation

Salesforce and Unit4 ERP integrations couldn’t be easier with the Tray Platform’s robust Salesforce and Unit4 ERP connectors, which can connect to any service without the need for separate integration tools.

Salesforce and Unit4 ERP Connector Details

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Salesforce

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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 recordsBulk update recordsBulk upsert recordsConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query jobCreate recordCreate/update recordand 32 more...
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Unit4 ERP

Unit4 ERP

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UsesFinance and Accounting
CategoryERP Systems
Connector TypeUniversal Connector

Minor Configuration Required

To get data in and out of Salesforce and Unit4 ERP, use one of our generic connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder

While it takes a little more time up front - we suggest using Connector Builder to make it faster to build Salesforce and Unit4 ERP integrations down the road.

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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