Salesforce and Workstack integration + automation
Salesforce and Workstack integrations couldn’t be easier with the Tray platform’s robust Salesforce and Workstack connectors, which can connect to any service without the need for separate integration tools.
Popular Salesforce and Workstack integrations
Salesforce and Workstack Connector Details
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...
Connector TypeTray Connector
Operations
Delete projectDelete a holiday for a userGet projectDelete commentList tasksGet taskCreate taskDelete taskList all comments for a todoUpdate commentList all meetings for a userDelete meetingand 17 more...
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.
