Welcome to the Tray documentation!
Here you will learn how to use the Tray.io platform to build automation workflows that can be as short and simple or as long and detailed as you like. In working with Tray there are some key concepts and terms to take on board:
Key System Components
The editor is a handy drag n drop interface where you can drag 'connectors' from the searchable left-hand list into your main workflow. As the following screenshot shows, these connectors enable you to get data from third-party services (such as Salesforce) and use special 'Helper' connectors to manipulate and work with that data before passing it on to the next step in your workflow (which could be back into that same service or into another service (e.g Asana, Slack) using the relevant connector):
Other Key System Concepts
When you are using Tray to connect to third-party services, you will need to authenticate / login to those services. This could be:
- simple username and password
- API token-based
- OAuth-based (which will give you very detailed control over what the Tray connector can actually do when connecting to your service - e.g. can it access a list of contacts, or post a message on your behalf)
In a workflow, once an authentication has been made for a particular instance of a service connector, the authentication will happen automatically.
When you make an authentication you can name it and it is then available for re-use in other workflows and if you need to call another separate instance of that service connector in the same workflow.
So if, for example, you have two different logins for Salesforce which have access to different company divisions or have different levels of permissions, you can store both of these authentications to be quickly used at any time.
Please see Authenticating Connectors for a more detailed overview of how authentications work. Note also that the individual service connector guides contain specific instructions on how to authenticate with that particular service