Business professionals that want to integrate Totango with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.
Customer Success and Support
Create touchpoint, Create/ update account attribute definitions, Create/ update account users, Create/ update account users attribute definitions, Create/ update accounts, Delete touchpoint, Get processing status, List activity types, List activity types DDL, List touchpoint tags
The Tray Platform enables better cross-team collaboration, easier sharing of data in real time, and transparency across the client lifecycle.
Any business user can stand up Totango integrations in minutes with the low-code Tray Platform. Using our intuitive, 100% visual builder, you can drag-and-drop together custom integrations that connect Totango with any data source, without relying on IT support.
Need a Totango connector? With the Tray Platform, you can bi-directionally sync data between Totango and any data source, including flat files (such as CSVs), FTP, webhooks, email, and your go-to tools (even using data within custom fields). Flow data across your entire tech stack to deliver better customer support, faster.
But why stop there? Now, you can easily build powerful Totango automation to onboard customers faster, seamlessly segment customer accounts, provide high-quality support fast, and work more efficiently than ever before. Take your customer support to the next level with custom, multi-step automated workflows that scale your customer support operations, drive retention, and make customers happier.
Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.
Connect to anything
Access every endpoint
Automate any event
Visual and intuitive UX
Log data storage
Secure (SOC2 II, GDPR, HIPAA)
Built-in 2FA + full encryption
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