Uses
Customer Success and Support
Category
Customer Success and Support
Triggers
None
Connector type
Tray Connector
Operations
Create touchpoint, Create/ update account attribute definitions, Create/ update account users, Create/ update account users attribute definitions, Create/ update accounts, Delete touchpoint, Delete user, Get processing status, List activity types, List activity types DDL
Uses
All
Category
Project Management
Triggers
None
Connector type
Tray Connector
Operations
Add custom field to portfolio, Add custom field to project, Add drop down option to custom field, Add followers to a task, Add members to portfolio, Add members to project, Add project status update, Add project to portfolio, Add tag to task, Add task dependencies
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The Tray Platform enables better cross-team collaboration, easier sharing of data in real time, and transparency across the client lifecycle.