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Fulfilling your use case

Configuring and customizing Tray to meet your needs
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Tray offers a powerful and infinitely flexible way to automate workflows and integrate various software applications.

We have an extensive library of service connectors that can, out of the box, meet a wide range of use cases across different industries and business functions.

If there is no pre-built connector for a service you wish to use, you can quickly use our Http client to directly call any API, or you can spin up your own connector using our Connector Developer Kit (CDK)

Once you are familiar with the basics of Tray, you can customize it to meet your needs in pretty much any line of business and process automation.

Below are just a few use cases that illustrate the versatility and potential of Tray to streamline operations, enhance productivity, and drive digital transformation.

Sales and CRM Automation
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Use Case: Lead Management Automation

  • Scenario: Automatically capture leads from various sources (e.g., web forms, email, social media) and route them to the appropriate sales team in a CRM like Salesforce.

  • Example: Use Tray to integrate a website's contact form with Salesforce, ensuring that every form submission creates a new lead in the CRM, assigns it based on predefined rules, and notifies the sales team via Slack or email.

Marketing Automation
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Use Case: Multi-Channel Campaign Management

  • Scenario: Synchronize marketing campaigns across platforms (e.g., email marketing tools like Mailchimp, social media platforms, and Google Ads) to maintain consistent messaging and track performance.

  • Example: With Tray, automatically update email lists in Mailchimp based on customer segments defined in a CRM, post updates to social media platforms, and adjust Google Ads campaigns based on performance metrics pulled from analytics tools.

HR and Recruitment Automation
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Use Case: Applicant Tracking and Onboarding

  • Scenario: Streamline the recruitment process by automating the flow of applicant information from job boards (e.g., LinkedIn, Indeed) to an Applicant Tracking System (ATS) and then to onboarding tools once a candidate is hired.

  • Example: Use Tray to automatically parse resumes submitted through LinkedIn, create candidate profiles in an ATS like Greenhouse, and, upon hiring, trigger onboarding workflows in HR platforms such as BambooHR.

Finance and Accounting Automation
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Use Case: Invoice Processing and Reconciliation

  • Scenario: Automate the capture and processing of invoices from email or cloud storage, match them with purchase orders in an accounting system like QuickBooks, and reconcile payments.

  • Example: Tray can be configured to extract invoice data from emails, verify details against purchase orders in QuickBooks, and update payment status, all while notifying finance teams through Slack or email alerts.

IT and Operations Automation
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Use Case: Incident Management and Resolution

  • Scenario: Automatically detect incidents reported through various channels (e.g., email, ITSM tools like ServiceNow, monitoring systems) and orchestrate resolution workflows involving communication tools, databases, and custom scripts.

  • Example: With Tray, set up a workflow that captures incident reports, logs them in ServiceNow, assigns them based on severity and expertise, and notifies relevant teams via Microsoft Teams or Slack, including automated follow-ups based on resolution status.

Data Synchronization and ETL
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Use Case: Real-time Data Sync Between Business Systems

  • Scenario: Keep data synchronized across business systems (e.g., syncing customer data between CRM, marketing platforms, and customer support tools) to ensure consistency and improve customer experience.

  • Example: Tray can be used to monitor changes in customer records in Salesforce and automatically update corresponding records in HubSpot, Zendesk, and other tools, ensuring all teams have access to the latest information.

AI-powered Automations
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Use Case: Content Generation and Moderation

  • Scenario: Automatically generate content summaries or responses based on input from various sources (e.g., customer feedback, support tickets) using AI services like OpenAI's GPT, and moderate content for compliance.

  • Example: Configure Tray to extract key points from customer feedback submitted via a web form, use GPT to generate a summary or draft response, and run the content through moderation APIs to ensure it meets community guidelines before publishing or sending.