TaskRay integration + automation

Deploy powerful TaskRay automation to maximize productivity and streamline your project management. Our library of pre-built connectors, custom logic operators, and data helpers empower you to work with unparalleled flexibility and design automated workflows that meet your exact needs. 

Business users in marketing, sales, sales operations, revenue operations, customer support, and any other team in your organization can stand up powerful, automated workflows that maximize efficiency and accelerate project management. You can automatically assign follow-up action items to key stakeholders, sync customer data across multiple revenue tools, notify team members of project updates across communication channels, and fulfill any custom use case you need.

With the Tray Platform, you can integrate TaskRay with all your go-to tools, including your marketing automation tool, CRM, ERP, project management tools, sales engagement software, learning management system, CMS, internal chat tools,  and IT work management tools. Connect to TaskRay at the API level to kick off limitless operations based on any custom trigger.

Our intuitive interface makes it easy for anyone to rapidly stand up custom TaskRay automation. Power users trust us to handle heavy-duty jobs that touch billions of events daily. Moreover, our elastic, serverless architecture seamlessly scales to meet your evolving data needs without limits.

Need to automate the pre- and post-sales handoff to make new customer onboarding 20 times faster? Need to streamline configure, price, quote to deliver a more-seamless customer experience? Need to sync critical deal data across your TaskRay and your CRM, customer support platform, ERP, and more You can create robust, multi-step processes that connect TaskRay with all your popular tools, including Google Drive, Box, Salesforce, Zendesk, Microsoft Office 365, Marketo, Slack, Microsoft Azure, Microsoft Sharepoint, and Dropbox.

Security experts trust us with even their most sensitive information. We are SOC 2 Type 2 certified and compliant with data privacy regulations such as HIPAA, CCPA, and GDPR.