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Salesforce and Trello integration + automation

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

Salesforce and Trello Connector Details

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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...
View documentation
UsesAll
CategoryProject Management
Triggers
Get webhook by URLWebhook
Connector TypeTray Connector
Operations
Raw HTTP request (advanced)Add card checklistAdd card commentAdd checklist itemCreate new boardCreate new cardCreate new listGet board by IDGet card by IDGet checklist by IDGet list by IDList boards
View documentation

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
Udemy

Tray is the leading AI ready integration and automation platform

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