Extend your automation reach with new templates & connectors

Stack complexity is at an all-time high with the average organization using hundreds of applications. The need for flexible connectivity and quick time-to-value has businesses exploring low-code automation platforms to sync mission-critical data across applications without sacrificing developer resources.

With our latest enhancements, business teams can extend their automation reach, achieving more with ready-made templates and new connectors. Keep reading to get the full scoop.

Order-to-Cash templates boost productivity for finance teams

In today’s shaky economic environment, cash is king. Businesses must focus on getting revenue in as quickly and accurately as possible. For those in sales operations or revenue operations, that means having a frictionless order-to-cash process. 

That’s why we’ve added two new O2C templates to the Tray Platform available for all users. With these customizable templates, sales and revenue teams can drastically reduce their manual order entry process and achieve more efficient processing, a faster cycle time, and better accuracy.

O2C Template: Create Quickbooks invoice when Salesforce opp is "Closed Won"

What it does: When an opportunity is marked as “Closed - Won” in Salesforce, an invoice will automatically be created within Quickbooks Online. 

The workflow for the Salesforce to Quickbooks order-to-cash template

To learn more about this template and get started using it, check out the documentation.

O2C Template: Create Netsuite Sales Order when Salesforce opp is "Closed Won"

What it does: When an opportunity is marked “Closed Won’ in Salesforce, it automatically checks for an existing Netsuite Customer record. If none, a new one is created and a Sales Order is generated.

The workflow for the Salesforce to Netsuite order-to-cash template

Employee onboarding template saves HR teams hours of manual work

Over the past few years, the way people work has drastically changed causing new challenges for HR teams. In fact, 41% of HR professionals cite employee onboarding as their biggest challenge. When a new employee is hired, various teams must be notified, and the details about departments, their title, who this person was referred by, and more all need to be registered somewhere. 

To help HR teams reduce the amount of manual work related to onboarding new employees, we’re offering a new employee onboarding template available to all Tray users. 

Employee onboarding template: Create new hire in Bamboo when 'hired' in Greenhouse

What it does: Automatically set up new hires within BambooHR – a cloud-based human resources (HR) software service for small and mid-size businesses. once they have been classified as 'Hired' within Greenhouse – a popular recruiting solution. Then alert the rest of the team on Slack.

The workflow for the Greenhouse to BambooHR to Slack employee onboarding template.

To learn more about this template and get started using it, check out the documentation.

To learn more about Tray.ai and how you can automate your business by rapidly integrating your tech stack, watch a quick demo.