TaskRay integration + automation

Integrate TaskRay with any SaaS application or service using the Tray Platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to TaskRay and any other API, database, webhook, and more.

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Integration

Quick and easy TaskRay integrations

Rapidly stand up custom TaskRay integrations with the low-code Tray Platform. Our easy-to-use, 100% visual builder, makes it easy to drag and drop together seamless integrations that connect TaskRay with any data source, without relying on IT support.

Flow data across your entire tech stack to break down data silos and onboard customers even faster. Need a TaskRay connector? With the Tray Platform, you can bi-directionally sync TaskRay with any data source, including flat files (such as CSVs), FTP, webhooks, email, and all your favorite tools (even using data within custom fields). Take full control of your data with custom integrations that any business user can build in minutes.

Take your customer onboarding processes to the next level with powerful TaskRay automation. Now, you can create multi-step, automated workflows to ensure alignment across all of your revenue teams. Dramatically increase efficiency and productivity across your organization with TaskRay and the Tray Platform.

Automation

Supercharge CX with TaskRay automation

Deploy powerful TaskRay automation to maximize productivity and streamline your project management. Our library of pre-built connectors, custom logic operators, and data helpers empower you to work with unparalleled flexibility and design automated workflows that meet your exact needs.

Business users in marketing, sales, sales operations, revenue operations, customer support, and any other team in your organization can stand up powerful, automated workflows that maximize efficiency and accelerate project management. You can automatically assign follow-up action items to key stakeholders, sync customer data across multiple revenue tools, notify team members of project updates across communication channels, and fulfill any custom use case you need.

With the Tray Platform, you can integrate TaskRay with all your go-to tools, including your marketing automation tool, CRM, ERP, project management tools, sales engagement software, learning management system, CMS, internal chat tools, and IT work management tools. Connect to TaskRay at the API level to kick off limitless operations based on any custom trigger.

Use cases

TaskRay automation for heavy-duty jobs

Our intuitive interface makes it easy for anyone to rapidly stand up custom TaskRay automation. Power users trust us to handle heavy-duty jobs that touch billions of events daily. Moreover, our elastic, serverless architecture seamlessly scales to meet your evolving data needs without limits.

Need to automate the pre- and post-sales handoff to make new customer onboarding 20 times faster? Need to streamline configure, price, quote to deliver a more-seamless customer experience? Need to sync critical deal data across your TaskRay and your CRM, customer support platform, ERP, and more You can create robust, multi-step processes that connect TaskRay with all your popular tools, including Google Drive, Box, Salesforce, Zendesk, Microsoft Office 365, Marketo, Slack, Microsoft Azure, Microsoft Sharepoint, and Dropbox.

Security experts trust us with even their most sensitive information. We are SOC 2 Type 2 certified and compliant with data privacy regulations such as HIPAA, CCPA, and GDPR.

Popular TaskRay integrations

TaskRay and Salesforce

TaskRay and Microsoft Dynamics 365

TaskRay and Microsoft Teams

TaskRay and ServiceNow

TaskRay and Microsoft Sharepoint

TaskRay Connector Details

UsesAll

CategoryProject Management

Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use TaskRay connector available at the moment.

To get data in and out of TaskRay, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.
Senior Director Growth, New Relic