Universal Connector
Planisware and Salesforce integration + automation
Planisware and Salesforce integrations couldn’t be easier with the Tray platform’s robust Planisware and Salesforce connectors, which can connect to any service without the need for separate integration tools.
Popular Planisware and Salesforce integrations
Planisware and Salesforce Connector Details
Minor Configuration Required
There is currently no pre-built and ready to use Planisware connector available at the moment.
To get data in and out of Planisware, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.
Salesforce
Learn moreUsesSales, 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
View documentationBatch 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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