Capax Discovery and Salesforce integration + automation

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

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Capax Discovery and Salesforce Connector Details

Capax Discovery

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UsesSales

CategorySales Performance Management (SPM)

Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Capax Discovery connector available at the moment.

To get data in and out of Capax Discovery, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

Salesforce

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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...

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Tray allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.
Vice President, Business Systems