Customer Relationship Management (CRM)
List users sys ID DDL, Raw HTTP request (advanced), Create user, Delete table record, Delete user, Create incident, Create table record, Get incident, Get instance URL, Get table record by IDShow all
Finance and Accounting
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.
Accelerate project completion and make your support operations hyper-efficient with quick and easy ServiceNow + Loopio integrations on the low-code Tray Platform. Our 100% visual, drag-and-drop builder makes it easy for anyone to bidirectionally sync ServiceNow + Loopio with any data source, including email, webhooks, flat files (such as CSVs), FTP, spreadsheets, and any cloud-based tool. You can even use data within custom fields.
Need ServiceNow + Loopio connectors to sync rapid RFP generation with streamlined employee and customer processes? You can use our platform to rapidly stand up your own custom integrations, without relying on IT support. Connect your entire tech stack and flow data across all your tools and teams to take workplace productivity to new levels.
Close the gap between issue identification and RFP creation with powerful ServiceNow + Loopio automation. You can design multi-step, automated workflows that equip teams with streamlined RFP capabilities, accelerate strategic development, and deliver winning customer experiences.
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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