Tray Automation Platform

Automate processes the way you want across any cloud stack. You are limitless. is the automation platform for organizations with robust workflow and integration features
Workflow-builder Rt@2x

Sophisticated, powerful and fast

The Tray Platform’s sophisticated, flexible API automation platform works so fast. Your team members quickly become citizen automators who have the power and knowledge to integrate the services they use every day for amazing innovation, and ultimately growth.

What is designed for you? A clicks-or-code configuration for ultra-fast setup and a quick ramp-up experience for users, leading to rapid time to value.

Gain flexibility to make anything possible

Like snowflakes, no two processes are alike. They deserve the flexibility of the Tray Platform, which lets you configure the most complex workflows, integrate any application, and add customized logic for strategic competitive advantage.


The Tray Platform gives us speed, agility, visibility, and cost savings. And better yet, it lets us be proactive with our marketing in a way that we couldn’t before. It has become a core part of our marketing infrastructure.

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David Dorman, Director of Growth and Demand Generation, DigitalOcean
Digital Ocean is a happy customer of

Make a deep connection with any web service

Grab the most data from any service with ease.

  • connect with

    Connect to any SaaS app with our universal connector

    If your app has a RESTful API (and most do), we can connect to it.

  • full api access with tray

    Full API access - including custom fields

    Find every last bit of data, including custom fields. Leave no data behind.

  • connect fast

    Connect wickedly fast with pre-built connectors

    Sync to any Cloud app on our growing list of connectors.

    See all connectors >
  • automation-templates

    Don’t interrupt! Flow well with connector versioning

    Prevent a lapse if an API ever changes with the Tray Platform's unique approach.

With the Tray platform you can connect any web service

What’s your first move? Authenticate securely, quickly.

Before you integrate, you must authenticate. Get secure access fast.


Authenticate any API

Credentials, Tokens, OAuth. No problem.

Read our docs >

Control permissions

Control permission scopes

Manage access to certain parts of your apps’ API with check boxes.

Efficiently manage everything in one place on the Tray Platform

Take a shortcut with the Tray Platform's API credential keychain

Manage access to all of your cloud apps in a central space.

Manage your team

One tool: multiple authentications

Access several accounts for the same tool or for sandbox and production.

multiple authentications

Multiple authentications per workflow

Build complex workflows that access multiple accounts.

Automate any event

The Tray Platform triggers “listen” for events in your apps, then create workflow automations.

  • Saas-Services

    SaaS Service

    Events from your Cloud app proactively send out a signal to the Tray Platform when data changes.

  • webhook


    If you need the extra flexibility you can trigger workflows using a unique Webhook URL.

  • Form-triggers

    Form Triggers

    Create custom web forms and trigger your workflows upon their submission.

  • Email-trigger

    Email Triggers

    Send a simple email to trigger your workflows

  • Manual-triggers

    Manual Triggers

    Test your workflow at your own convenience.

  • Scheduled-trigger


    Grab data from a service at a specified time or interval.

  • callable-triggers

    Callable Triggers

    Callable triggers break up a workflow and call them from another workflow.

Easy for citizen automators

Business people often don't have dev resources. With the Tray Platform, you can integrate apps and automate processes yourself using clicks-or-code.

With Tray's drag and drop editor you can connect your cloud stack easily

With our systems connected via the Tray Platform, we’ve been able to use and see our data much more easily.

Caryn Ryan - Senior Consumer Marketing Manager
FICO uses for integration and automation of essential tasks

Easy, intuitive interface

The Tray Platform is designed to be easy enough for team members to build with clicks-or-code.

  • The Tray platform is completely web-based and required no downloads.

    No downloading necessary

    The Tray Platform is 100% web-based. Our front end is built with react.js for a fast UI and complex workflows.

  • drag-drop

    Workflow builder: drag, drop, done

    Configure automation with an easy drag-and-drop workflow editor to build with clicks-or-code.

  • With the undo / redo Tray platform feature you can simplify your building process


    Quickly undo or redo steps to simplify building workflows

  • Grey-Step Descriptions

    Step Descriptions

    Document every step of your workflows for easy collaboration

  • dashboard

    Dashboard for the quick overview

    Check workflow success without manually inspecting each one.

  • Identify loops and branches for easy identification with the Tray platform

    Loop and branch highlighting

    Quickly identify items that are part of a particular workflow enclosure.

  • The platform supports search and workflow labeling.

    Workflow labeling and search

    Easily find the one workflow you need out of hundreds.

  • With it's as easy as drag-and-drop.

    Point-and-click data field selection

    Dynamic output schemas make it easy to select the fields to connect.

  • The platform supports cloning workflows to help you save time.

    Seeing double? Clone workflows

    Clone and modify workflows to save you time.

  • platform allows you to build shared workflows.

    Build workflows with your entire team

    Easily share workflows for enhanced collaboration

Workflow-builder Rt@2x

Automatically format data with useful helpers

Transform data between software with ease with these helpful operations.

security on the Tray Platform


Encrypt and hash data so you know it’s safe.

Logic helpers make building easy on the Tray Platform

Logic Helpers

Build sophisticated logic beyond simple 1-to-1 comparisons

Extract data


Run basic arithmetic on number values in your workflow.

Date and time

Date & Time

When different apps use different date formats, you can too.



Easily extract data from any object.



Retrieve data and manipulate items in a list with simply named operations.

Text helps


Filter, format, and transform strings.

Phone helper

Phone Number Helpers

Check and extract phone numbers in any format you choose


Random Helpers

Incorporate random number generators into your workflows

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File Helpers

Create a JSON file directly from an API response



Process large flat files and easily transfer them anywhere you want

Expert support, documentation, and training at your fingertips

Integrations are business critical. That’s why we’re there right alongside you. We’ll help you get up and running, answer questions, provide tips and do almost anything to grow your success.

  • Customer-success

    Customer Success

    Our customer success engineers have computer science degrees, are deeply experienced and they’re fun.

  • Attentive-and-helpful-support

    Attentive and helpful support

    Call us or send an in-app chat request for a quick turnaround time.

  • Guides


    Read step-by-step instructions and tips in our knowledge base.

Easy. Intuitive. Amazing.

See in action.

Powerful enough for enterprise

The Tray Platform gives power users the flexibility to integrate apps and automate processes using preferred languages and tools.

Tray's platform is built for enterprise and scalable for growing businesses

With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.

Sean Passanisi headshot
Sean Passanisi, Senior Manager of Sales and Marketing Operations

Re-invent processes with flexible logical operators

Build complex multi-step, multi-app workflows with powerful conditional logic.

  • Grey Error Handling

    Error Handling

    Manage errors before they happen at every step of your workflows

  • support boolean if/then conditional statements

    Boolean Condition

    Use powerful “if/then” logic and run part of your workflow only some of the time.

  • Workflows with branch functions automate even the most complex business needs


    Compare a single value against multiple different options and follow the match.

  • Identify loops and branches for easy identification with the Tray platform

    Loop Connection

    Extract fundamental key data points out of arrays or objects.

  • CSV processing is easy with the platform

    CSV Editor

    Easily manipulate data sets on the fly with in-memory processing.

  • Write your own code and scripts for workflows with


    Write custom code and execute a block of JavaScript code synchronously or asynchronously.

  • The Tray Pl boasts many robust functions like our CSV reader.

    CSV Reader

    Rapidly query, process, and extract from massive flat files in seconds.

  • Access stored data for steps in your workflows

    Data Storage

    Store data for recall between steps.

  • offers HTTP client support for requests to URLs

    HTTP Client

    Make a REST-based request to a specified URL.

  •'s workflow structure allows you to connect, pass and segment the processes you choose

    Call Workflow

    Break up large workflows, pass data between workflows, and reuse one workflow in multiple workflows.

  • Set events to run when you want them with Tray


    Set a time delay on an event to begin when you need it.

  • Tray templates get your workflows up and running fast

    Mustache Template

    Use the template connector to pass data through a mustache template.

  • The Tray platform supports both FTP and SFTP servers

    FTP Client

    Download a file or list all files in a directory on both FTP and SFTP servers.

  • Automate email sending with Tray

    Send Mail

    Use a workflow to send emails to yourself or anyone else.

  • Flexible, scalable and customizable - use loops to personalize your workflow needs

    Break Loop

    Use with our Loop Connector to customize loops in your workflows

  • Process events immediately with Tray triggers

    Trigger Event Reply

    Get an immediate response from a webhook and process the data

  • Integrate the processes you need with the Tray XML decoder

    XML Decoder

    Transform XML into JSON - automatically

  • Testing single steps within a workflow is easy with Tray


    Test your workflows one step at a time

Tray Embedded enables teams to scale and increase retention

Dev friendly capabilities

Get the clicks-or-code functionality that your friends in dev or IT will appreciate.


Rollback History

Quickly see every change to your workflow - and instantly revert back with one click

Connect to anything

Database connectors

Connect Postgres, AWS S3, Base, Firebase, MySQL, Redshift, etc.

Connect and integrate with the Tray Platform

On-Premise Connectivity

Build workflows to connect apps in your data center with your cloud apps


SSO for the Enterprise

Securely log-in to the Tray Platform with SAML SSO.

Realtime logs

Real-time logs

Run logs in real-time to spot small issues quickly.


Advanced debugging of logs

Search and filter logs on any property for fast debugging.

Renewals 1

Customizable log retention

Customer defined log retention time to comply with your security policies.

Data Mapping

Map data between historical steps

Use the data from any previous workflow step later in your workflow.

List handling

List handling

Lists at higher scale, including pagination, and volume.

Processes with Tray connections (Left)Processes with Tray connections

Your dev team will thank you.

See in action.

Scalable for mission-critical processes

Never outgrow the Tray Platform. Build on an enterprise-ready platform and never incur switching costs.

Tray for enterprise; the only platform to automate and integrate with

By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.

Senior Director Growth


3 Keys for Scaling Modern Workloads

3 Keys for Scaling Modern Integration Demands

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