Editions

Tray Embedded is our unified service for product, services, and sales teams. It comes in two editions that are tailored to match the ways in which software companies deploy integrations: Integration Manager and Native. Integration Manager is built on the Tray builder and is designed to enable sales and services people to rapidly build bespoke integrations for customers. Native is also built on the builder but comes with innovative white-labeling functionality to enable product and engineering folks to embed integrations into their product UI.

Customers use Tray Embedded Integration Manager to help them meet the third-party integration needs of customers. Generally, professional services teams will use Integration Manager as their platform for building, managing, and maintaining integrations for customers. Sales engineering teams also use Integration Manager to quickly prototype third-party integrations during sales cycles.

Customers use Tray Embedded Native to provide a branded, self-activated third-party integration experience for customers. Typically, Native is deployed within an integration marketplace built out as part of the product UI. End users can self-select integrations to enable and configure with just a few clicks.

Tray Embedded can connect to practically any software that has an API - including REST, SOAP, and GraphQL-based APIs. It can even process CSV files of any size for customers that use software with limited API support. Customers also value Tray Embedded’s ability to connect to databases and extract important data to use within integrations and workflows.

The configuration wizard enables Tray Embedded Native customers to build a fully white-labeled, self-service integration experience. Once an integration is built in the Tray builder (ex: an integration between your app and Salesforce), you can present the integration to end-users (usually via an integration marketplace). Upon selecting to enable an integration, end-users are prompted by the configuration wizard to input the login credentials for their account (in this case Salesforce). They’re then walked through a set of configuration steps that you pre-define within the solution editor. Once the user has activated an integration, the configuration wizard interfaces with the Tray builder via API.

The solution editor is an interface provided within your Tray Embedded Native account that enables you to define the configuration steps that end-users will follow to enable integrations in the configuration wizard.

Product, services, and sales teams use Tray Embedded to provide integrations for their customers. It comes in two editions: Integration Manager and Native. Tray Automation Platform is a workflow automation platform that helps marketing, sales, HR, finance, operations, IT, and other internal teams integrate applications across their stacks and automate core business processes.

Workflows are a key part of Tray Embedded. If you are building an integration to pass data between different services, you'll be using a workflow to do it. Workflows can have just a few steps or hundreds of steps that integrate different services to automate processes both simple and complex, at scale. It depends on the process you are trying to automate.

Tray Embedded offers templatized workflows for popular integrations in our growing connector library. You can simply activate a template, authenticate using your own login credentials, customize the workflow as needed, then turn it on. Templates are the quickest way to get a workflow up and running.

Tray Embedded offers a visual way to build integrations and workflows. Our builder lets you build integrations simply by dragging and dropping together integrations. You can also use logical operators to trigger events and directly connect your entire tech stack to create sophisticated and powerful automated processes.