Guides
How to build integrations and automations
Step by step guides with the Tray Headless prompts that build each one. Work in your coding assistant, governed by default.
Revenue operations
How to build lead import and validation
Validate before you write, quarantine the bad rows instead of dropping them, dedupe against what is already there, and keep the source.
Automation
How to build lead routing that assigns in seconds
Match the lead to an account first, evaluate rules in a fixed order, catch what they miss, and time it from arrival.
Automation
How to build lead-to-account matching
Domain first, then fuzzy name, then hierarchy, with a confidence score and a review queue for the ones that are close.
Automation
How to build lead enrichment that does not stall the queue
Enrich on a budget and a timeout, cache by domain, fall back between providers, and never hold a lead waiting for a field.
Automation
How to build lead deduplication and merge
Detect on a scored rule set, survive the merge with field-level rules, keep the activity history, and never silently reassign an owner.
Automation
How to build pipeline hygiene automation
Detect the staleness that matters, nudge the owner rather than the report, escalate on the deals that count, and measure whether it worked.
Automation
How to build a CRM to marketing automation sync
Decide field ownership before you build, sync deltas not everything, handle the person-versus-lead model gap, and break loops.
Integration
How to build a sales engagement to CRM sync
Log activity without flooding the timeline, suppress sequences on the accounts you must not touch, and keep one definition of engagement.
Integration
How to build a conversation intelligence to CRM sync
Write the few fields a rep will act on, keep every claim linked to its moment in the call, and never let a model set a close date.
Integration
How to build a quote-to-order integration
Approved quote to signed contract to booked order, with the approval state carried through and amendments handled.
Integration
How to build an order-to-cash integration
Closed-won to sales order to invoice to cash applied, as a CRM to ERP integration. Idempotent writes, a reconciliation loop, and
Integration
How to build a CPQ to ERP sync
Map the product catalogue as data, carry ramps and proration intact, keep both catalogues aligned, and fail loudly on an unmapped SKU.
Integration
How to build a billing to CRM sync
Put invoice and payment state where the account team works, without letting the CRM become a second billing system.
Integration
How to build subscription and entitlement provisioning
Turn a signed contract into working access on the day it starts, handle mid-term changes, and never let entitlement drift from what was sold.
Integration
How to build partner deal registration
Check submissions against pipeline in seconds, protect for a fixed window, expire visibly, and settle conflicts with a rule rather than an argument.
Automation
How to build a territory and quota sync
Apply a plan on its effective date, keep in-flight deals with their owner, and make coverage visible before anybody signs off.
Automation
How to build a commission data to payroll sync
Qualify transactions against the plan, show the working line by line, hold disputes without holding the run, and reconcile before it pays.
Integration
Finance
How to build a procure-to-pay integration
Requisition to PO to receipt to payment, with the approval matrix as data, three-way matching, and the budget checked before the commitment.
Integration
How to build AP invoice processing
Take invoices from wherever they arrive, extract and verify instead of trust, match against the order, and never pay the same one twice.
Automation
How to build collections and dunning
Escalate on the customer rather than the invoice, stop the moment they pay or dispute, and never dun an account somebody is negotiating with.
Automation
How to build an expense and card feed sync
Match card transactions to receipts, code from the merchant instead of the claimant, and chase the missing ones before month end.
Integration
How to build a vendor master sync
Onboard a supplier once, verify bank details out of band, keep one record per legal entity, and make a change to payment details an event.
Integration
How to build financial close automation
Model the dependencies instead of the checklist, pull the data before anybody asks, and show the critical path instead of a percentage.
Automation
How to build bank reconciliation automation
Match on rules that learn, keep the unmatched visible and ageing, and never write a plug.
Automation
How to build a revenue recognition feed
Carry performance obligations instead of invoice totals, keep the allocation reconstructable, and reconcile bookings to revenue every period.
Integration
Customer success
How to build a closed-won to onboarding handoff
Carry what was promised, not only what was sold. Generate the plan from the deal, and start the clock at close.
Automation
How to build support ticket routing
Route on the skill needed and the account, not on who is free. Derive priority from contract and impact, and time the clock from the customer.
Automation
How to build a product usage to CRM sync
Send the three signals that change a conversation, aggregated and labelled, without turning the CRM into an analytics tool.
Integration
How to build customer health signals
Weight the signals that predict churn, keep the categories visible instead of one number, and back-test before anybody trusts it.
Automation
How to build an NPS and survey to CRM sync
Attach responses to the account and the person, route detractors before they escalate, and stop surveying people you just surveyed.
Integration
People operations
How to build employee onboarding provisioning
Drive it from the HRIS, derive access from the role instead of a copied colleague, sequence around the start date, and prove it happened.
Automation
How to build employee offboarding deprovisioning
Revoke on the leave date, cover every system instead of the ones you remember, transfer what they owned, and prove it.
Automation
How to build an HRIS to payroll sync
Sync effective-dated changes, respect the payroll cutoff, hold anything ambiguous instead of guessing, and reconcile every cycle.
Integration
How to build an org hierarchy sync
Propagate a reporting change everywhere it decides something, handle the reorganisation, and never leave an approval routed to somebody who left.
Integration
How to build an ATS to HRIS sync
Move a signed offer into a worker record without rekeying, keep candidate data out of HR, and trigger onboarding from the start date.
Integration
How to build a training completion sync
Assign from role rather than a spreadsheet, carry completions into the HRIS, and produce evidence per person instead of a percentage.
Integration
IT and security
How to build access request and approval
Route to the system owner, grant with an expiry by default, provision automatically, and produce the access review as a by-product.
Automation
How to build incident to resolution
Declare fast, assemble the channel and the timeline automatically, keep customers informed on a cadence, and make the postmortem unavoidable.
Automation
How to build security alert triage
Enrich before a human sees it, suppress the known-benign, escalate on asset value, and measure what you closed rather than what fired.
Automation
How to build IT service desk fulfilment
Catalogue the requests worth automating, fulfil the safe ones end to end, and route the rest with everything already gathered.
Automation
How to build SaaS licence reclamation
Find the seats nobody uses, ask before you take, reclaim on a schedule, and put the saving where finance sees it.
Automation
How to build vulnerability to ticket routing
Rank on exploitability and exposure rather than CVSS, group by fix instead of by finding, and route to whoever ships the patch.
Automation
How to build a device lifecycle sync
Reconcile what management sees against what finance owns and what HR says, and make an unassigned device an exception instead of a row.
Integration
Marketing
How to build a campaign attribution pipeline
Stitch touches to accounts, publish more than one model, and reconcile spend against pipeline so the number survives a finance review.
Integration
How to build an ad audience sync
Build audiences from CRM state, suppress customers and open deals, hash before it leaves, and refresh often enough to matter.
Integration
How to build a webinar and event registration sync
Get registrations in before the event, split attended from registered, route the follow-up the same day, and attribute honestly.
Automation
Data operations
How to build a CRM to warehouse sync
Capture history instead of current state, handle deletes and field changes, land raw then model, and prove the row counts.
Integration
How to build reverse ETL from the warehouse
Push modelled data back into the tools people work in, syncing deltas, respecting field ownership, and never overwriting a human.
Integration
How to build a customer 360 and master data sync
Pick a survivorship order per attribute, resolve identity on more than email, and publish a golden record every system can point at.
Integration
How to build data quality monitoring
Test what breaks decisions, alert the owner rather than a channel, and say what depends on a failure.
Automation
How to build schema change management
Detect a source change before it breaks a model, resolve what depends on it, and tell the owner in time to act.
Automation
Platform engineering
How to build an API facade
Give consumers one contract instead of six systems, absorb upstream changes rather than leaking them, and keep the caller identity intact.
Integration
How to build a change data capture pipeline
Read the log instead of polling a timestamp, overlap the snapshot with the stream, and keep deletes and order intact.
Integration
How to build webhook fan-out
Acknowledge before you fan out, verify the signature first, retry per consumer, and make replay possible.
Integration
How to migrate an SFTP batch feed to an API
Recover the semantics nobody wrote down, run both in parallel and diff, and cut over only after a month end.
Integration
AI operations
How to expose an internal system as an MCP tool
Scope the tool to a job rather than an API, resolve identity per call, make writes idempotent, and log every invocation.
Integration
How to build human approval for agent actions
Decide what needs approving by blast radius, show the approver what will happen, expire cleanly, and keep the record.
Automation
How to build LLM cost and usage tracking
Attribute spend to a team and a feature, alert on the rate rather than the total, and catch the loop before the invoice does.
Automation
How to build a knowledge base to vector sync
Chunk on structure, carry permissions into the index, delete on delete, and re-embed only what changed.
Integration
How to build shadow AI discovery
Find the AI tools nobody registered, from expenses, SSO and DNS, then route to a path rather than a ban.
Automation
How to build AI support deflection
Answer only what the knowledge base actually covers, escalate early with the context, and measure resolution rather than deflection.
Automation
How to build an agent observability pipeline
Capture whole agent runs instead of single calls, join each one to the outcome it produced, and alert on the failures that return an answer anyway.
Integration
How to build a document intelligence pipeline
Score confidence per field rather than per document, validate against a system of record, and route only the uncertain fields to a person.
Automation
Legal and compliance
How to build data subject request automation
Search every system instead of the ones you remember, verify identity before disclosing, track the statutory clock, and record what was found.
Automation
How to build a consent and preference sync
Give consent one owner, propagate a withdrawal in seconds, keep the evidence, and never let a sync re-subscribe anybody.
Integration
How to build a contract lifecycle sync
Extract the obligations rather than storing a PDF, put renewal and notice dates where somebody will see them, and never let the signed version drift.
Integration
How to build vendor security review
Tier on what the vendor can reach, ask questions that match the tier, track conditions to closure, and re-review before the evidence expires.
Automation
How to build policy attestation tracking
Assign from the HRIS continuously, version what was accepted, chase without nagging everybody, and keep evidence a person can point at.
Automation
Questions people ask
What is the difference between an integration and an automation?
An integration keeps two systems agreeing about the same records, like a CRM and an ERP holding the same customer. An automation runs a process across systems, like routing a lead or chasing an invoice. The distinction matters because they fail differently: an integration fails by drifting out of agreement, an automation fails by acting on the wrong thing.
What is in each guide?
The design of one integration or automation, the sequence it runs in, the systems it touches, a set of prompts that build it, the questions people ask about it, and what changes when it runs in production rather than on a laptop.
Do the prompts work in any coding assistant?
They are written for Tray Headless through an assistant like Claude Code, Codex or Cursor. Each stage names the skills it uses, so the assistant researches the connector, builds the workflow and checks it against the known failure modes rather than guessing at a schema.
Do I have to build the whole thing at once?
No. Each guide is staged, and every stage runs on its own. The first gets you connected and reading real data, and you can stop there and come back.
What happens after the assistant has built it?
The same workflow opens in Tray Build, so the team that owns the process can change thresholds, mappings and routing in the visual canvas without going back to an assistant or waiting on a deployment.
Tray Headless
Integrations, automations, agents, MCP tools
Every guide here is built with Tray Headless, and it builds the other two the same way: the same kind of prompts, in the same coding assistant, on the same governed platform. These sixty-eight cover integrations and automations because that is where most teams start, not because the method stops there.
What will you vibe-code?