🎉 Welcome to Tray.ai, the AI-ready iPaaS. From prototype to production in days, one platform defines enterprise innovation.

Adaptive Insights and Salesforce integration + automation

Adaptive Insights and Salesforce integrations couldn’t be easier with the Tray platform’s robust Adaptive Insights and Salesforce connectors, which can connect to any service without the need for separate integration tools.

Adaptive Insights and Salesforce Connector Details

Adaptive Insights logo

Adaptive Insights

Learn more
UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Import modeled sheet dataList sheetsCreate accountExport modeled sheet dataCreate dimensionCreate dimension valueCreate levelCreate userExport data (standard)Import data (standard)List versionsUpdate account
View documentation
Salesforce logo

Salesforce

Learn more
UsesSales, Marketing, All
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Operations
Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
View documentation

Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly

Tray is the leading AI ready integration and automation platform

G2-2024-spring_creative