WorkflowMAX and Salesforce integration + automation
WorkflowMAX and Salesforce integrations couldn’t be easier with the Tray Platform’s robust WorkflowMAX and Salesforce connectors, which can connect to any service without the need for separate integration tools.
Popular WorkflowMAX and Salesforce integrations
WorkflowMAX and Salesforce Connector Details
Connector TypeTray Connector
Operations
View documentationAssign jobCreate clientCreate contactCreate custom fieldCreate jobDelete clientDelete contactDelete jobGet clientList categoriesGet contactGet custom fieldsand 11 more...
Salesforce
Learn moreUsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Operations
View documentationBatch create recordsBatch delete recordsBatch update recordsBulk update recordsBulk upsert recordsConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query jobCreate recordCreate/update recordand 32 more...
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