Integrationsmonday integrations = better collaboration
Project management platforms like monday.com are helpful for organizing and managing work tasks, but the actual work gets done in many different applications. The low-code Tray Platform improves the effectiveness of monday projects by giving anyone the power to stand up seamless integrations between monday.com and email, spreadsheets, design tools, Google Drive, Box, CRM, marketing automation, and billing systems, without IT support.
With the Tray Platform, building monday integrations has never been easier. Our easy-to-use builder lets any business user create integrations in minutes between monday.com and the rest of their tech stack using a visual, drag-and-drop interface. You can build automated workflows that push and pull data between any data source, including flat files or any tools your team uses, even from custom fields. Our platform even offers advanced logic, conditional routing, and data formatting for your specific monday needs—all without writing any code.
Monday integrations built with the Tray Platform can automatically pull data from spreadsheets, notify team members of project updates across email, Slack, and other channels, and read and write files in cloud storage like Google Drive. The result: More-efficient project management, and greater team collaboration.
AutomationAutomate monday.com app integrations
Project management is even more effective when you don’t have to manually update information in multiple tools. The Tray Platform powers automated workflows between monday.com and the rest of your tech stack to keep project information up to date, improve communication across stakeholders, and eliminate manual work.
The Tray Platform includes a pre-built monday.com connector, as well as a full library of pre-built connectors for all the popular SaaS applications you use every day, making it easy to build automated workflows to support any project across marketing, finance, sales, R&D, and many other teams. The platform’s data helpers and custom logic operators let you easily flow and format project data, manipulate files, and read and write from custom fields.
With the Tray Platform, monday.com users can accelerate and streamline their projects by automating many of the manual hand-offs and reporting across applications. Team members can focus on getting high-value work done rather than updating project information.
Use casesHeavy-duty monday use cases
The Tray Platform combines ease-of-use for business users with robust security and scale for enterprises across all industries. Our enterprise-grade security, which includes SOC 2 Type 2 certification and compliance with important data protection policies such as GDPR, CCPA, and HIPAA gives security teams the confidence to build out mission-critical automation projects, even when they contain PII or private information.
Whether you’re automating creative reviews, streamlining billing and invoicing for projects, collaborating with remote workers or external partners, coordinating large-scale marketing campaigns, or collecting data to assess project performance, the Tray Platform has the scalability to meet your needs. Our elastic, serverless architecture can easily handle data at any scale, ensuring that your monday.com integrations run like clockwork, no matter what you throw at them.
The Tray Platform provides business users with the simplicity to build their own integrations across monday.com and their technology stacks, and IT teams with the confidence that data won’t get lost or exposed in the process.
With CRMmonday.com and CRM integrations
Integrate and automate monday.com with your CRM to maximize sales productivity, streamline quote-to-cash, boost collaboration across distributed teams, and so much more. With the Tray Platform, you can tightly integrate your project management and sales tools to satisfy any use case.
Stand up powerful automated processes to freely flow sales and project data anywhere. Maybe you need to connect your CRM, ERP, and monday.com to streamline manual reviews, approvals, and handoffs throughout the order-to-cash process to onboard customers faster and maximize efficiency. Or, you might need to sync your sales reps’ active leads and accounts across both tools to instantly follow up with hot leads and boost productivity. You might even need to build heavy-duty processes that connect multiple data sources and use data within custom fields. We offer the flexibility and the power to help you resolve any monday.com + CRM use case.
It’s never been easier to align your project management tools with your CRM. Now, you can drive conversions, closed-won deals, and higher retention rates.
Jira + moreSeamlessly manage tickets at scale
Need to deploy powerful monday.com + Jira integrations to resolve IT issues faster and effortlessly manage support tickets? The Tray Platform gives you the tools you need to connect monday.com and Jira in minutes.
Streamline existing monday.com + Jira processes and stand up new use cases that make your organization hyper-efficient. With the Tray Platform, you can build automated workflows that automatically prioritize, assign, and route tickets in Jira to monday.com users. You can sync project data from monday.com into Jira to provide IT, product, engineering, and more with the real-time context they need to resolve issues fast. You can even connect Jira, monday.com, and any other data sources in your stack to cut out manual work and refocus on seamless project execution.
Our platform makes it easy to prioritize and resolve mission-critical IT issues and other tickets at scale. Take control of your project and issue management today.
