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.
Resolve more issues, faster with custom Salesforce + Zendesk integrations on the low-code Tray Platform. Any business user can easily stand up API-level integrations between their CRM, helpdesk, and any other data source—without needing extensive IT support.
Using our 100% visual builder, we make it easy to drag and drop together seamless integrations between any number of 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. Now, you can rapidly launch sophisticated integrations and take full control of your IT and lead data.
There’s more to the Tray Platform than just integrations. We also empower you to build custom Salesforce + Zendesk automation to take your issue resolution to the next level. Even if you don’t have technical experience, you can build dynamic, multi-step workflows that scale mission-critical IT processes. Now, you can drive retention, boost agent productivity, and improve the customer experience.
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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