PlanSource and Upland integrations couldn’t be easier with the Tray platform’s robust PlanSource and Upland connectors, which can connect to any service without the need for separate integration tools.
Minor Configuration Required
There is currently no pre-built and ready to use Upland connector available at the moment.
To get data in and out of Upland, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.
Using the Tray Platform, we not only save hours of manual work by reducing manual entry, but we’re also scaling onboarding and employee account provisioning with automation.