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Intro to Standard / Best Practices

When using Tray.io there are certain standard ways to achieve certain goals when working with your services and dealing with the data involved.

This section of the documentation is dedicated to these standard / best practices.

Here you will find how to:

  1. When the Tray.io connector for a service has no built-in trigger, and the service itself has no Webhook to subscribe to. You can use 'polling' to manually check for updates with the Scheduled Trigger.

  2. When you are using an operation which returns long lists of results which must be split into batches, you will have to use the pagination methods outlined here.

  3. Check for changed records (e.g. has a Salesforce account type changed?)

  4. Use the Boolean connector to ask key questions in your workflow

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