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5 surprises from Gartner App Summit EMEA
Two days on the Tray.ai booth at Gartner Application Innovation Summit EMEA surfaced what enterprises really want from vibe-coded app governance.
Executive perspectives5 surprises from Gartner App Summit EMEATwo days on the Tray.ai booth at Gartner Application Innovation Summit EMEA surfaced what enterprises really want from vibe-coded app governance.
Operations in practiceThe 9 best n8n alternatives in 2026, comparedA comparison of n8n alternatives for 2026, with published pricing where it exists, self-hosted and managed options, and a clear sense of where each one fits.
Operations in practiceThe 8 best Workato alternatives in 2026, comparedA comparison of Workato alternatives for 2026, with published pricing where it exists, managed and self-hosted options, and a clear sense of where each one fits.
Executive perspectives7 questions every vibe-coded app must answerWho is actually allowed to say yes to a vibe-coded app? Most teams can name who built it faster than they can name who approved it. Settle that first.
Operations in practiceThe 8 best MuleSoft alternatives in 2026, comparedA comparison of MuleSoft alternatives for 2026, with published pricing where it exists, cloud and hybrid options, and a clear sense of where each one fits.
Operations in practiceThe 8 best Boomi alternatives in 2026, comparedA comparison of Boomi alternatives for 2026, with published pricing where it exists, cloud and on-premises options, and a clear sense of where each one fits.
Operations in practiceThe 7 best Zapier alternatives in 2026, comparedA comparison of Zapier alternatives for 2026, with published pricing where it exists, self-hosted and managed options, and a clear sense of where each one fits.
NewsEvery project is an AI project now. Your SDLC needs rethinking.One AI use case is 200 or more discrete artifacts once you count every step, credential and guardrail. Promoting only some of them is a broken release.
Operations in practiceThe 7 best Make alternatives in 2026, comparedA comparison of Make alternatives for 2026, with published pricing where it exists, managed and self-hosted options, and a clear sense of where each one fits.
Architecture and integrationWhy your integration backlog leads to ungoverned vibe-coded appsAn integration request sits in the queue for months. The team waiting builds it themselves, and it comes back to IT as an app nobody reviewed.
Operations in practiceThe 8 best Microsoft Power Automate alternatives in 2026, comparedA comparison of Power Automate alternatives for 2026, with published pricing where it exists, managed and self-hosted options, and a clear sense of where each one fits.
Executive perspectivesWhen to start your Workato renewal review, and what to do at each stageProcurement forwards the renewal ninety days out. By then the scope of the next term is set, and the work that would change it takes longer than that.
Operations in practiceThe 7 best Agentforce alternatives in 2026, comparedA comparison of Agentforce alternatives for 2026, covering agent builders, governed MCP, and what it takes to run agents beyond Salesforce.
Operations in practiceThe 7 best Celigo alternatives in 2026, comparedA comparison of Celigo alternatives for 2026, with published pricing where it exists, template-driven and general-purpose options, and a clear sense of where each one fits.
Operations in practiceThe 7 best Jitterbit alternatives in 2026, comparedA comparison of Jitterbit alternatives for 2026, with published pricing where it exists, bundled and single-platform options, and a clear sense of where each one fits.
Operations in practiceWhat it costs to run n8n yourselfMost of the cost of self-hosted n8n is engineering time. Here's where it goes, with a calculator to work out your own number.
Operations in practiceThe 7 best SnapLogic alternatives in 2026, comparedA comparison of SnapLogic alternatives for 2026, with published pricing where it exists, pipeline-first and orchestration-first options, and where each one fits.
Operations in practiceWhen the next n8n CVE drops, who patches it?n8n ships security advisories in batches, and this year the batches have landed about a fortnight apart. Self-hosted, applying them is your team's job.
Operations in practiceThe 7 best Informatica alternatives in 2026, comparedA comparison of Informatica alternatives for 2026, with published pricing where it exists, data-first and orchestration-first options, and where each one fits.
Executive perspectivesThree things stop your app from shippingAI-built apps stall on credentials, hosting, and access control. Here is what it takes to get past them.
Operations in practiceWhy n8n drops records without an error, and what you own at volumeMerge nodes drop items without raising an error. Here's what causes it, what else changes as volume grows, and how to check your own setup.
Operations in practiceThe 7 best SAP Integration Suite alternatives in 2026, comparedA comparison of SAP Integration Suite alternatives for 2026, with published pricing where it exists, ERP-centric and general-purpose options, and where each one fits.
Operations in practiceThe 7 best Oracle Integration Cloud alternatives in 2026, comparedA comparison of Oracle Integration Cloud alternatives for 2026, with published pricing where it exists, ERP-centric and general-purpose options, and where each one fits.
Agent development and automationThe shape sorter theory of AI automation patternsThe six AI automation patterns, from fixed workflows to autonomous agents, and how to pick the right one for each problem.
Operations in practiceWho owns your SOC 2 report when you self-host n8n?The controls a reviewer wants to see are the same either way. Who builds and proves them is not.
NewsEveryone builds now. Almost nothing ships.Less than 5% of AI-built apps ever reach production, and the ones that do ship ungoverned. Tray Helix closes both gaps.
Operations in practiceThe 7 best TIBCO alternatives in 2026, comparedA comparison of TIBCO alternatives for 2026, with published pricing where it exists, modernization and like-for-like options, and where each one fits.
NewsIntroducing the n8n to Tray migration kitn8n is quick to pilot and expensive to run at scale. Send us your export and get native Tray workflows back for review in minutes, not months.
Executive perspectivesThe biggest MCP upgrade yet makes MCP harder to depend onThe new spec is a real step up for MCP. It also deepens the split across the thousands of servers already in use, so what you can rely on barely improves.
Operations in practiceI built a bidirectional Salesforce and NetSuite sync from inside my IDEThe integration I used to dread, built and tested without leaving Claude Code.
NewsMask sensitive data in logs across agents, MCP, and integrationsGuardian Log Masking gives you one control for masking sensitive data in logs across your AI stack.
Architecture and integrationHow to go headless without forking your teamGoing headless moves integration into the AI IDE. When code and the visual builder edit different copies of a workflow, your team forks. Here's the fix.
Executive perspectivesFable 5 is back, shining a light on a much bigger problemWhen Fable 5 vanished overnight, everything built on it stopped. Orchestration keeps models swappable, so availability is not one vendor's call.
NewsStay in Codex. Ship real integrations.Tray Headless for Codex brings the Tray platform into Codex as real engineered components, not a markdown file. Build integrations without leaving it.
Executive perspectivesiPaaS migration has always been a time and cost problem. It just got 95% faster.Rebuilding workflows is what kept teams on the wrong integration platform. One migration sample ran 95% faster with Tray Headless. Here is how.
Executive perspectivesGartner® Just Defined a New AI Category. Here's Where Tray.ai Stands.Gartner named Tray.ai a Pioneer in its first Emerging Market Quadrant for No-Code Agent Builders. What the new category says about enterprise AI.
Executive perspectivesBack from Gartner App Summit. Here's your MCP checklist.A community npm package quietly shipped an MCP server that exfiltrated email data. That pattern is the MCP work now waiting on every IT leader's desk.
NewsEnterprise iPaaS, native to your AI IDE: Introducing Tray Headless75% of new code at Google is now written by AI, and integration work still happens somewhere else. Tray Headless moves it inside the AI IDE.
Executive perspectives6 takeaways from SaaSpocalypse Now: what NYC said that SF didn'tBraze's AI vendor moved it from seat pricing to tokens mid-rollout. What the NYC practitioner panel said about consolidation that San Francisco did not.
Architecture and integration5 questions every enterprise should ask before choosing an iPaaSCan your integration layer keep up with your AI roadmap, or is it the thing slowing it down? What to ask a vendor, and which answers should worry you.
Agent development and automationMCP is making your AI bill unpredictable. Here's why.Your AI bill climbed and no single team is to blame. The answer is not in your query logs. It is in the tool definitions loading before anyone types.
Executive perspectives5 hard truths from the first-ever Agentic AI Hype CycleGartner found 17% of enterprises have deployed AI agents and 42% more plan to within a year. What its first Agentic AI Hype Cycle says about that gap.
NewsFlying blind: Why MCP needs its API management momentWhich MCP tools has nobody called in 30 days, and who caused Tuesday's spike? Most teams cannot say. MCP needs the management moment APIs already had.
Agent development and automationDrops of determinism: the fix for MCP agents that keep getting it wrongInconsistent agent behavior is a tool design problem, not a model problem. How J.W. Pepper made MCP agents reliable with workflow-backed tools.
NewsTray is now in the Claude Connectors Directory. Here's why it's different.Tray connects Claude to your whole stack, with the governance and control enterprises actually need.
Agent development and automationShadow MCP is the new shadow ITEvery office has a propped-open side door nobody watches. An ungoverned MCP server is that door, and it inherits whatever access its builder had.
NewsYour MCP service works. But can you answer this question?Most MCP services run on a shared service account, so nobody can say who made a change. Dynamic Authentication carries real user identity through the call.
Executive perspectivesSeven takeaways from SaaSpocalypse NowSpeed and velocity are not the same thing. What heads of business technology at Notion, Zuora and Yext said about making AI work on systems that are messy.
Agent development and automationDefusing the MCP ticking time bombA study of a thousand MCP servers found a third carrying critical vulnerabilities. Gartner expects incidents in 40% of enterprise deployments by 2027.
NewsMost enterprises are one iPaaS decision away from an AI bottleneck.Connector counts get the attention. Usability is what now decides how fast an AI program moves, and Nucleus Research has named Tray.ai a Leader again.
NewsThe hand-built iPaaS connector is dead. Vibe-code with Claude instead.Tray CDK now works with Claude Code, so integration teams can describe a connector instead of waiting months on a consultant to hand-build one.
Executive perspectivesThe last Magic Quadrant: iPaaS has entered its AI reckoningTray.ai is a Visionary in the 2026 Gartner Magic Quadrant for iPaaS. The more interesting story is what the quadrant says about the integration era.
Architecture and integrationAI is exposing the limits of legacy data pipelinesAI agents are exposing the limits of legacy ETL and data pipelines. Learn why scaling AI requires unifying data transformation and orchestration.
Executive perspectivesWhat AI will really change at work in 2026AI will change work in 2026, but not the way most teams expect. Learn how agents, orchestration, and governance reshape specific roles across the enterprise.
NewsIntroducing Native Slack Interactions for Tray AgentsNative Slack Interactions moves Slack app setup into Merlin Agent Builder, so an agent goes live in your workspace in minutes with no manual config.
Michael Douglas
Agent development and automationChatGPT vs Claude vs GeminiA practical comparison of ChatGPT, Claude, and Gemini for enterprise AI agents, focused on performance, security, governance, and real-world operability.
Agent development and automationAgent vs copilot vs chatbot: Understanding the differenceAgents, copilots, and chatbots serve different roles in enterprise AI. Learn how they differ in autonomy, capability, and architecture, and when to use each.
Executive perspectivesHow to think about measuring agent performanceYour agent is live. Is it doing anything that matters? Counting tokens and conversations tells you something happened, not whether it got you anywhere.
Agent development and automationThe enterprise guide to LLMs: Selection, integration, and architectureLearn how enterprises choose, integrate, and govern LLMs. A practical guide to model selection, RAG, orchestration, and building AI systems that scale.
Agent development and automationMCP governance in the enterpriseThe Model Context Protocol (MCP) accelerates AI agent building, but without governance, it risks data and control. See how to secure it for enterprise use.
Agent development and automationEverything you need to know about AI agents for HRHR holds the most sensitive data in the company and the most repetitive queue. That combination is why it is a good first place to put an AI agent.
Executive perspectivesAI architecture is why most AI agent projects fail95% of enterprise AI pilots fail because teams skip foundational AI architecture decisions. Learn how the right architecture helps AI agents scale.
Agent development and automationFinding your AI agent Goldilocks zoneNot every workflow needs an AI agent. Learn when to use AI agents and how to find the enterprise “sweet spot” for automation.
Executive perspectivesHow to scale AI agents after the first oneBuilding the first agent is the easy part. What breaks between the first and the tenth is operational rather than technical, and nobody planned for it.
Agent development and automation5 approaches to building LLM agents (and when to use each one)Should you reach for a developer framework or a unified platform? There is no universal best answer. The right one depends on your use case and your team.
Michael Douglas
Agent development and automationWhat it really takes for enterprise AI readinessAI readiness requires more than models. Learn how Yext transformed integration into AI infrastructure to scale AI safely across the enterprise.
Executive perspectivesWhy AI agent orchestration is key to enterprise AIAI agents are everywhere, but without AI orchestration they create chaos. Learn why enterprises need unified platforms to govern and scale AI agents.
Executive perspectivesThe four blockers to AI agent adoption (and how to fix them)AI agent adoption is harder than building agents. Learn the four biggest challenges preventing enterprise AI agent adoption and how to fix them.
Executive perspectivesAI agent management: Why your first agent is easy and your fifth one breaks everythingAI agent management becomes critical as organizations scale beyond their first AI agent. Learn how enterprise teams avoid agent sprawl.
Executive perspectivesWhat it really takes to build for the AI-native eraAn HR tool flags a risk and the compliance system ignores it. Fragmented AI is a governance problem first, and IT ends up refereeing the contradictions.
Customer storiesAI Agents in action: Lessons from tech innovatorsMost AI agents are chatbots with better branding. What changed for the tech teams whose agents started opening tickets and resetting passwords.
Executive perspectivesAI agent sprawl: How to stay in control as teams build more AI agentsSales wants a forecasting agent. Marketing wants a campaign agent. Finance wants approvals. Without orchestration every one of them becomes a new silo.
Agent development and automationEverything you need to know about MCPMCP standardized the interface, not the security or governance of what runs on it. What the protocol does well, and what production deployment still needs.
Agent development and automationEverything you need to know about ITSM agents58% of organizations say IT loses five-plus hours a week to repetitive requests. What an ITSM agent solves, and how to deploy one without the pitfalls.
Executive perspectivesFour paths to AI agents (and the one that scales)Learn how to build AI agents that scale across the enterprise. Compare prebuilt agents, DIY builds, domain tools, and AI orchestration platforms.
Executive perspectivesHow to build AI agents that actually work (not just chat)An agent that only answers questions is a search box. Getting one to reset MFA or provision access takes knowledge grounding, guardrails and real tools.
NewsHow Vanti and Tray.ai are advancing AI agentsVanti co-founder Smadar David on joining Tray.ai, and what knowledge modeling adds to agents that reason and adapt rather than only automate.
Executive perspectivesAI orchestration for CIOs who don’t want to be AI refereesTray CEO Rich Waldron on how CIOs end up refereeing between siloed AI systems, and what orchestration puts back under their control.
Agent development and automationWhy IT needs an AI-powered support agent (and how it works)Every access request you approve by hand is time IT does not get back. A support agent that provisions apps and checks entitlements, built in minutes.
Agent development and automation10 Tips to fast-track your GenAI projects with AI-ready iPaaSThe experimental phase of generative AI is over. Getting from prototype to production is an integration problem long before it is a model problem.
Architecture and integration5 reasons your API Gateway won't cut it as your AI GatewaySnapchat's cloud cost per daily user jumped from $0.59 to $0.85 once AI landed. Your API gateway cannot see that, let alone do anything about it.
Executive perspectivesTop 5 must-haves to successfully build and deploy AI agentsIn a survey of more than a thousand enterprise leaders, 79% expected data problems to slow their agent rollout. What a platform needs to reach production.
Executive perspectivesSetting the right pace for AI: Insight from Gartner IT SymposiumTray.ai CEO Rich Waldron shares strategic insights from the Gartner IT Symposium on pacing AI adaption, balancing innovation and driving business results.
NewsFirst of its kind native vector table for iPaaSScalar databases were not built for semantic search. Tray's native vector table stores and queries embeddings inside the platform your workflows run on.
Michael Douglas
Executive perspectivesiPaaS in an AI-driven worldIntegration platforms built for a static pre-cloud world are the wrong foundation for AI work. What a CIO should demand from a modern iPaaS instead.
Executive perspectivesThe next tech stack challenge: Combatting AI misalignmentAI misalignment is emerging as a major challenge for enterprises adopting AI across SaaS tools. Learn how to align AI systems, governance, and workflows.
Customer storiesQ&A: Inside Bynder’s integration strategyLearn how Bynder cured their integration headaches in this insightful conversation with Bill Keiffer, Solutions Architect at Bynder.
NewsExpanding on-premise capabilities with our new agentERP and other on-premise systems are not moving to the cloud soon. Tray's new on-premise agent connects them securely without opening your network.
Michael Douglas
Architecture and integrationHas PowerShell lost its power for IT operations?PowerShell is a fine place to start and a hard place to scale. Where script-based IT automation breaks down, and what modern IT teams do instead.
Michael Douglas
NewsWelcome to Tray.ai: The fast, flexible, and safe AI-ready iPaaSDiscover how Tray.io has evolved to become Tray.ai and the enhancements we have made to our native AI capabilities and native AI infrastructure.
NewsTray and Amazon Bedrock: Boosting sales prep efficiencyAmazon Bedrock now connects to Tray. How sales teams use it to research accounts, summarize insights, and walk into meetings already prepared.
Architecture and integrationReduce your integration technical debt with a modern iPaaSCIOs divert 10-20% of the IT budget to technical debt. How a modern iPaaS cuts integration maintenance so IT can get back to building new things.
Michael Douglas
Architecture and integrationWorking with the Intercom API: What you need to knowTired of manually exporting Intercom data? We’ll show you the fundamentals of the Intercom API, key data types, and how to boost retention and revenue.
Architecture and integrationIntroduction to working with Slack programmaticallyWhat Slack's API can do, how permissions and scopes work, and the common patterns for alerts, approvals, and provisioning built on top of it.
Architecture and integrationWhat is API integration? A practical guideAPI integration is how your systems share data automatically. What an API is, the common integration patterns, and what building one actually costs.
Operations in practiceSolving the challenges of modern customer support with automationLearn how to solve the challenges of modern customer support with automation.
Architecture and integrationTurning real-time event streams into game-changing valueAutomate streaming event data with ease on the Tray Platform.
Operations in practiceBuild a revenue operations team as a revenue ops leaderThis article discusses best practices to build out a revenue operations team while developing your own skills as a revenue operations leader.
Operations in practiceHow low-code workflow automation speeds up IT projectsFind out why companies are choosing low-code workflow automation platforms to accelerate IT projects.
Operations in practiceHow to automate lead enrichmentLead enrichment is a critical step in the lead lifecycle management process which includes lead uploads, lead-to-account matching, lead routing, and follow-up.
Agent development and automationReduce costs, boost efficiency with AI knowledge agentsA knowledge agent answers from your own documents instead of guessing. How to build the RAG pipeline behind one, and where the security work goes.
Operations in practiceHow to automate lead-to-account matching to drive alignmentStop reps prospecting into accounts you already own. How to automate lead-to-account matching when your CRM's built-in matching falls short.
Operations in practiceHow to automate lead routing to win more dealsBuilt-in CRM rules and point solutions both hit a ceiling. How to automate lead routing across your whole stack and get leads to reps in minutes.
Agent development and automationNavigating the AI Adoption LadderExplore the AI Adoption Ladder: a guide to transitioning from AI curiosity to strategic integration, unlocking transformative growth and competitive edge.
Operations in practiceHow to automate software license optimizationEvery year, companies waste thousands of dollars on unused software licenses. Learn how we use Tray to automate software license optimization.
Executive perspectivesTray named a Visionary in the 2024 Gartner® Magic Quadrant™ for iPaaSIn the 2024 Gartner Magic Quadrant for iPaaS, Gartner highlighted Tray’s Market Responsiveness and Innovation.
Operations in practiceDrive sales-marketing alignment by sharing sales winsAlign your go-to-market efforts, offer greater visibility into deals, and boost morale in distributed organizations by automatically sharing sales wins.
NewsExtend your automation reach with new templates & connectorsIntroducing new and enhanced connectors and templates for improved connectivity and automation reach.
Architecture and integrationTips and tricks for optimizing your task usageLearn best practices around optimizing your task usage for maximum efficiency.
Operations in practiceHow to integrate Facebook lead ads data with SalesforceConnect Facebook lead ads to Salesforce so leads land in your CRM in seconds. The integration options, real use cases, and what it does for ad spend.
NewsIntroducing Tray Academy CertificatesTray Academy certificate courses are live. Hands-on training that takes you from your first workflow to scalable automation architecture.
NewsTray.ai partners with Amazon Web Services (AWS)Tray.ai is now on AWS Marketplace and in the AWS Partner Network. What that means for buying, deploying, and running Tray on AWS infrastructure.
Operations in practiceA guide to accounts receivable (AR) automationDiscover the power of accounts receivable (AR) automation in enhancing cash flow management. Transform your AR processes for financial efficiency.
Operations in practiceMaximize attendance & reduce no-shows with data-driven automationFind out which prospects are most likely to no-show meetings by automating your CRM. Learn how to increase attendance rates and drive better sales decisions.
NewsIntroducing new beginner courses on Tray AcademyGet started building on the Tray platform with our new Platform Builder Beginner learning path now available on Tray Academy.
Operations in practiceThe ultimate guide to hiring a RevOps ManagerDiscover what makes a great RevOps Manager, what their first 90 days should look like, and what critical platform they need for success.
NewsUnlock profitability with order-to-cash automation templatesFour ready-made templates that sync Salesforce and NetSuite across the order-to-cash cycle, from closed-won to invoice to payment reconciliation.
NewsQ&A Part 3: Ensuring data security with Tray Merlin AIEverything you wanted to know about Merlin, the new natural language automation capability in the Tray platform.
Operations in practiceA look at the Tray Salesforce Marketing Cloud connectorAlert your sales team of new expansion opportunities by tracking subscriptions in your payment processing platform and consolidating single-user accounts.
Operations in practiceEdge out competitors by automating conversation intelligenceHow to instantly alert sales reps of competitor mentions in customer calls
Operations in practiceHow to integrate NPS into Salesforce CRMA step-by-step build that pipes NPS responses into Salesforce, so you can find your promoters and ask the right ones without burning them out.
Architecture and integrationPersistent data storage at the solution instance levelSharing dynamic data amongst a group of workflows that are unique to a specific end-user is easy with Tray Embedded.
NewsQ&A Part 2: Supercharge automation with Tray Merlin AIMore answers from the Merlin Megacast: Merlin as an automation assistant, data extraction and summarization, workflow creation, and data queries.
Agent development and automationEmbracing automation and AI for success in salesLearn how sales teams can best leverage AI to revolutionize their sales strategy in this guest blog from HubSpot.
Operations in practice3 ways to plug revenue leakages with O2C automationDiscover how order-to-cash (O2C) automation can plug revenue leakages by reducing manual errors, accelerating cash flow, and enhancing process visibility.
Operations in practiceScale onboarding and security with automated provisioningEnable your team with the tools they need to succeed, faster. Automate new access requests to drive efficiency and meet stringent security standards.
NewsQ&A Part 1: Unleashing the power of Tray Merlin AIWhat is the difference between natural language automation and conversational automation? The Merlin Megacast questions we ran out of time to answer live.
Architecture and integrationCallable Lookup: Employee DirectoryThe callable lookup pattern, built as an employee directory you can query by any system identifier. How it works and how to try it on your own data.
- NewsTransforming AI into action: An inside look at Tray Merlin
Discover how Tray Merlin AI is changing the game in automation by transforming Large Language Model outputs into powerful automated workflows.
Operations in practice4 signs your order-to-cash process is broken70% of finance teams lose about ten hours a week to manual work that could be automated. That is the loudest warning sign in a broken order-to-cash cycle.
Architecture and integrationWorking with ADP Workforce Now APIs for HR and payrollA walkthrough of ADP Workforce Now's Workers v2 and Pay data input APIs, the application types you need, and how to connect payroll to the rest of HR.
Operations in practiceAuto-detect upsells & renewals to grow customer accountsLearn how to grow account value and prevent revenue leakage by automatically identifying strategic upsell opportunities among your most active customers.
NewsTray Insights Hub: Your integration cockpitInsights Hub delivers operational insight into performance, adoption, and other key metrics for the Tray Universal Automation Cloud.
Operations in practiceAccelerate revenue growth with order-to-cash automationEnd manual work and automate your way to cash faster with order-to-cash (O2C) automation.
Operations in practiceAutomate your marketing metrics in 4 simple stepsLearn how to automate digital marketing metrics to drive actionable marketing insights faster.
Operations in practiceConvert more leads and retain customers with chat insightsConvert more leads and retain more customers with chat insights. Learn how to pipe data to your database to fuel analytics and campaigns.
Operations in practiceEngage high-intent leads from G2 buyer intent dataLearn how to find and engage leads that are searching for you and competitors in your space using automation and APIs.
Operations in practiceAccelerate trade show lead follow-up with automationLearn how to deliver personalized, timely follow-up on trade show leads through automated lead uploads to your sales engagement platform.
Operations in practiceMaximize webinar leads with video conferencing integrationReduce lead follow-up time and improve the experience of your virtual events and webinars by integrating your video conferencing tools with your tech stack.
Agent development and automation5 signs you need to uplevel your automation platformIf you are cutting corners on a process because the tool cannot draw it, the tool is the problem. When point-to-point automation stops being enough.
Operations in practiceThe ultimate guide to updating Salesforce in bulkEasily mass update leads, contacts, and opportunities in Salesforce. Learn everything you need to know about Salesforce batch updates in our ultimate guide.
NewsSupport, learning, & community: the Tray customer experienceTray Advantage is a services suite built around one idea: getting your first use case live is not the same as running an automation practice in-house.
Operations in practiceAutomating lead list upload for faster lead follow-upLearn how automating lead list uploads enables faster follow-up, sales efficiency, and reliable data.
Executive perspectivesAt the forefront of a tectonic shift in automationGartner® Names Tray.ai as a Sole Challenger in the 2023 iPaaS Magic Quadrant™. Learn why we're at the forefront of a tectonic shift in automation.
Operations in practiceThe ultimate guide to automating the entire lead lifecycleWhat slows the lead lifecycle down, how to speed up each stage, and how an automation platform holds the whole pipeline together.
Architecture and integrationSteal this custom Salesforce SyncThe real-time and backfill architecture behind a custom Salesforce sync we built to Iterable in under two weeks. Copy the build for your own CRM.
Operations in practiceGetting started with RevOps: A Beginner’s GuideLearn everything you need to know for getting started with Revenue Operations in this beginner’s guide.
Architecture and integrationiPaaS vs RPA: What’s the difference?RPA copies mouse clicks. iPaaS calls APIs. Which one fits depends on whether your process runs on legacy screens or on systems with a real interface.
Operations in practiceMaximize trade show ROI by automating target listsLearn how to identify likely trade show attendees in advance and with minimal manual effort via automated enrichment to drive better booth attendance.
Architecture and integrationReal-time alerts for workflow errorsLearn how to setup a basic workflow alert via Slack for your integration and automation workflows on Tray.
Operations in practiceRespond faster to web chats and streamline sales follow-upLearn how to boost sales productivity and respond faster to sales inquiries on web chat with automation easy enough for sales teams to use.
Architecture and integrationEmbedded integrations: Everything you need to knowProduct and engineering leads need embedded integrations to accelerate their integration roadmap and beat the competition. Here’s what you need to know.
Operations in practiceThe six habits of highly successful business technologistsAttention business technologists: learn how to master business operations by integrating technology and automating processes for any system with clicks or code.
Architecture and integrationReducing error fatigue with an error reporting dashboardIn this post we cover how to send workflow error data to your warehouse and build a heads up dashboard to monitor and fix workflow errors with ease.
Operations in practiceIntro to the lead processing pipeline on the Tray platformGet a hands on look at how B2B lead management can be handled using this workflow on the Tray platform
Operations in practiceHow to boost sales productivity by automating away chat spamReps who reply fast are far likelier to reach a decision-maker, and chat spam eats that window. How Intercom, Segment and Slack close it automatically.
Operations in practiceLead routing and scoring simplified: From data to ROIEven the coldest lead can express intrigue without intending to buy. How to turn digital body language into a score your CRM can actually act on.
Architecture and integrationWhat are webhooks? (for non-technical people)What are webhooks, and more importantly, why does someone like you with expertise in operations, revenue, or marketing, keep hearing about them lately?
Architecture and integrationFive reasons why services teams need an integration solutionStruggling to meet demand for customer integrations? See how savvy services teams are delivering integrations faster, reducing churn, boosting MRR, and more.
Operations in practiceAutomate churn prediction and re-engage opt-out customersLearn how to re-engage customers on the brink of churning with opt-out alerts, reminders, and batch CRM maintenance.
Executive perspectivesAutomation maturity: Your company’s secret weaponLearn how organizations build a sustained competitive advantage with automation maturity.
Operations in practiceInstabook prospects that fit your ICPLearn how to identify ideal prospects using web form data and surface instant booking to increase sales meeting attendance rates.
Operations in practiceHow to automate deep-funnel SEM bidding for B2B Target ROASLearn how to use automation to set B2B Target ROAS bidding for deep-funnel SEM campaigns.
Operations in practiceQualify leads and grow engagement by identifying intent in dataLearn how to enrich your marketing automation platform with data from a learning management system to qualify leads and engage customers.
Architecture and integrationThe beginner’s guide to embedded integrationsLearn the what, why, and how of embedded integration platforms in this beginner’s guide.
Operations in practiceEngage prospects on demand with direct mail automationIn this walkthrough, learn how to enhance your marketing and sales relationships with rapid and personalized direct mail automation.
Architecture and integrationPower data-driven insights with AWS automation for cloud storageLearn how to augment your favorite cloud-based data storage tools (like AWS) with automation to craft processes that pipe and analyze data faster.
Operations in practiceDrive down CPC and target the best leads automaticallyLearn how you can tap into the lead data in your tech stack to automate audience management in your ad platform. Target your best leads and lower CPC.
Operations in practiceMicrosoft Teams integrations made easyEasily build a Microsoft Teams integration to efficiently orchestrate approvals and employee experience processes to improve business performance.
Operations in practiceExceed SDR quota with automated activity metricsLearn how to build an automated activity metrics readout that helps SDR teams stay on track and gives visibility throughout your sales organization.
Operations in practiceHow to identify anonymous Intercom leads using Marketo + TrayLearn how to discover more warm leads by identifying anonymous Intercom prospects using automation with your Marketo lead capture forms.
Operations in practiceMaximizing HubSpot FormsLearn how you can extend the power of HubSpot Forms to the rest of your tech stack to quickly target your best leads.
Operations in practiceHow to secure Slack with low-code automationImprove Slack security and alert your IT department when teams accidentally share sensitive information with low-code automation.
Operations in practiceStreamline strategic sales with an automated deal deskDeal desks streamline the sales cycle and help you efficiently process non-standard sales deals. Learn how to accelerate growth by automating your deal desk.
Operations in practiceWin more deals by automating win/loss analysis and insightsLearn how to shape a sales strategy that wins more deals by integrating valuable win/loss analysis and insights into your tech stack.
Operations in practiceThe practical guide to building the perfect tech stack for RevOpsSuite or best-of-breed, build or buy, and the checklist to run before you sign. A practical guide to a revenue tech stack that earns its keep.
Operations in practiceIncrease conversions with automated sales meeting follow-upLearn how to schedule fully automated outreach to prospects that have booked sales meetings, increasing meeting attendance and sales conversion rates.
Operations in practiceAutomate your way to CRM data hygieneA quarter of the average contact database decays every year, and bad data does not correct itself. Automated batch jobs that clean a CRM without dev time.
Operations in practiceHow to scale high-volume e-commerce order fulfillmentMeet growing demand and ensure seamless order fulfillment by integrating your e-commerce solution with inventory and logistics management.
Operations in practiceStoring a last modified time stamp on a solution instanceA single Tray workflow that records when a solution instance changed and what it looked like before, using a hidden config property and the API.
Architecture and integrationTranslating programming constructs to Tray workflowsIf you can write the logic in code, you can build it on a canvas. How loops, conditionals and functions map onto the equivalent Tray workflow patterns.
Architecture and integrationServerless workflows go mainstream to meet data demandsLearn how growth-focused businesses are turning to serverless workflows to achieve their data integration and automation initiatives.
Architecture and integrationEmbedded integrations are table stakes for software vendorsIf you work in software, API integrations for your product with your customers’ tech stack are no longer a nice-to-have. Your customers expect them.
Operations in practiceHow to load LinkedIn lead data into your CRMHow LinkedIn's lead gen API works, from ad forms to notification webhooks, and how to get that lead data into your CRM without a pile of manual steps.
Architecture and integrationAutomation drives low-code digital transformationLearn how the surge in demand for automation and integration promotes businesses to adopt a low code digital transformation strategy.
Architecture and integrationBasic ETL on the Tray platform tutorialBuild an ETL pipeline step by step on Tray, from data mapping to batching for production. The example uses BigQuery; the patterns fit any warehouse.
Operations in practiceHow to personalize email nurture streams with automationLearn how to grow engagement in your nurture campaigns by identifying and segmenting leads based on the pages they visit on your website.
Executive perspectivesFrom IT decentralization to end-user innovationBusinesses that empower teams to learn new technical skills drive efficiencies and flip from being cost driven to being value driven.
Operations in practiceExpand customer marketing with automated customer advocacyFind your happiest customers automatically and route them into evergreen campaigns, so reviews, testimonials, and case studies keep arriving.
Operations in practiceBreaking down the critical steps of the sales cycleThis guide breaks down the critical steps in the sales cycle including prospecting, qualification, and closing, as well as challenges you’ll encounter.
Operations in practiceData-driven marketing: Be smarter with Segment and MarketoThere is no such thing as too much data. In fact, teams increasingly collect all types of data to better engage users.
Operations in practiceHow to automate marketing analyticsPulling board-deck numbers out of six tools by hand is how a week disappears. The seven steps we used to automate revenue funnel reporting on Tray.
Operations in practiceJira integration made easy with the Jira connectorBuild a Jira Slack integration for alerting, a Jira GitHub integration for deploys, and a Salesforce Jira integration for accounts.
Operations in practiceA look at the Tray Zoom connectorDrive sales with Zoom web conferencing, grow leads from Zoom meetings, and do more with Zoom web conferencing using automation.
Architecture and integrationHow do APIs work?In 2002 Jeff Bezos ordered every Amazon team to expose its data through an interface. That mandate is why APIs matter, and how they actually work.
Operations in practiceMake customer insights actionable with product usage dataProduct usage data tells you who is thriving and who is about to churn. How to get it out of silos and in front of marketing, sales, and support.
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