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

Ironclad and Salesforce integration + automation

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

Ironclad and Salesforce Connector Details

Ironclad

Ironclad

Learn more
UsesFinance and Accounting, Sales, Vertical
CategoryContract Management
Connector TypeTray Connector
Operations
Add workflow commentCreate recordCreate record attachmentCreate workflowCreate workflow asyncDelete recordDownload workflow documentGet async workflow launch statusGet published workflow schemaGet recordGet record attachmentGet record property
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