Customer Success and Support, All
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 dependenciesShow all
The Tray Platform enables better cross-team collaboration, easier sharing of data in real time, and transparency across the client lifecycle.
Resolve issues faster and with hyper-efficiency using custom Asana + Zendesk integrations. Anyone can use the low-code Tray Platform to connect any data source, including spreadsheets, flat files (such as CSVs), FTPs, webhooks, and any other cloud-based application—even using data within custom fields.
Even if you don’t have extensive technical experience, you can bi-directionally sync your project management platform, helpdesk, and any other data source at the API level. Using our 100% visual builder, you can rapidly stand up seamless integrations that flow your project and IT data anywhere you need.
Move beyond integrations and use the Tray Platform to deploy custom Asana + Zendesk automation to resolve more issues, faster. We empower you to build seamless, multi-step workflows that harness the full power of your issue and project management systems. Instead of spending resources on time-consuming manual work, you can refocus on more-strategic initiatives, such as driving agent productivity and improving the customer experience.
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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