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Confluence: Keep knowledge organized, connected, and governed
Confluence holds your company’s documentation and shared knowledge. Tray connects Confluence to your other systems so page edits, comments, and requests update the right tools automatically. Information stays aligned, and IT keeps every change visible and secure.
Agents
Integrations
Automations
Use cases
Confluence + Tray
Confluence is where teams create and manage documentation across pages and spaces, from technical specs and runbooks to policies and project plans. But updates to documentation often depend on activity in other systems.
Tray extends Confluence across your stack, connecting it to Jira, ITSM, CRM, monitoring, identity, and any other system you rely on. Changes to pages, comments, or spaces can trigger orchestrated workflows, governed automations, and agents that take action across tools, while keeping Confluence as the source of shared knowledge.
See how different teams use Tray to take action from Confluence.
What you can do with Tray
Product and engineering
Product and engineering
If you work in product and engineering, these are common ways teams use Tray with Confluence to connect planning with execution.
- Sync roadmap updates to documentation: Update pages automatically when roadmap fields change
- Convert feedback into structured specs: Turn CRM or support insights into draft Confluence pages
- Share milestone updates automatically: Publish progress updates to stakeholder spaces
IT
IT
If you work in IT, these are common ways teams use Tray with Confluence to standardize documentation and incident processes.
- Create runbooks from incident records: Generate Confluence pages from ServiceNow or Jira incidents
- Trigger review workflows for policy updates: Route page changes through structured approval processes
- Sync CMDB or asset data to documentation: Keep configuration details aligned across systems
Operations
Operations
If you work in operations, these are common ways teams use Tray with Confluence to turn documentation into coordinated execution.
- Trigger tasks from page updates: Create operational tasks when documentation changes status
- Sync SOP changes across systems: Ensure operational tools reflect updated processes
- Distribute automated summaries: Notify teams when key pages are updated
Security
Security
If you work in security or compliance, these are common ways teams use Tray with Confluence to maintain audit visibility and control sensitive documentation.
- Enforce review before publishing: Require approval before high-risk documentation is updated
- Log page changes for audit: Maintain an audit trail of updates and approvals
- Alert on sensitive content updates: Notify stakeholders when critical security documentation changes
Business systems
Business systems
If you build and scale systems for the business, these are common ways teams use Tray with Confluence to orchestrate documentation-driven workflows.
- Connect Confluence to the stack: Sync pages, spaces, and comments with Jira, CRM, ITSM, and identity systems
- Standardize approval and routing logic: Reuse structured documentation workflows across teams
- Expose page-based workflows as agent tools: Allow governed agents to create or update Confluence content safely
Marketing
Marketing
If you work in marketing, these are common ways teams use Tray with Confluence to keep campaign plans, launches, and messaging aligned across systems.
- Sync launch updates to shared pages: Update Confluence pages automatically when campaign or release milestones change
- Trigger workflows from page status changes: Notify stakeholders or create tasks when briefs or assets move to approved
- Keep campaign documentation aligned with CRM data: Sync performance metrics or account insights into launch and planning pages
Agents
Build agents with Confluence and Tray
Agents built in Tray Merlin Agent Builder can search, summarize, and act on Confluence content across your systems. Agents can combine Confluence content with data from HR, IT, or CRM tools to take action under defined permissions.
Ground agents with relevant Confluence knowledge
- Access content: Retrieve pages, spaces, comments, and attachments
- Filter scope: Limit access by space, owner, or label for control and security
- Detect changes: Monitor content on a schedule or through event triggers
- Use as a data source: Search and summarize approved content while keeping access governed and auditable
Integrations
Integrations with Confluence and Tray
Tray connects Confluence with your collaboration tools, databases, and business apps. Integrations maintain version history, access controls, and metadata consistency across every handoff. The connections you define here power the automations above and the agents your teams use.
Confluence integration capabilities
Integrate Confluence with 700+ applications or any system with an API using Tray’s HTTP connector. These domains mirror Confluence APIs and how teams create, organize, and share content across workspaces and tools.
Manage the full content lifecycle
- Create, update, fetch, or archive: Revise pages when related records change
- Enrich content: Add data from HR, CRM, or IT systems
- Sync metadata: Keep page properties, labels, and attachments aligned across platforms
Automations
Automations with Confluence and Tray
With Tray, Confluence events can drive workflows across your stack. Page updates, comments, and new content can trigger actions that notify teams, start reviews, or update related systems. Tray keeps data consistent through timestamps, version IDs, and controlled sync logic so every change happens in sequence and under IT supervision.
Workflows can include logic, branching, and approval steps to coordinate Confluence updates with connected systems.
Frequently Asked Questions
Find answers to common questions about our products and services.
How does Tray connect to Confluence?
Tray connects through OAuth or API token authentication. Each connection is scoped to a workspace and environment, governed by RBAC.
Can Tray detect changes in Confluence?
Yes. Tray can detect new or updated pages, comments, or attachments using API polling or scheduled checks.
Which Confluence objects are supported?
Pages, spaces, users, comments, and attachments. Workflows can read or update these objects while handling pagination and rate limits automatically.
Can Tray require approval before publishing or editing pages?
Yes. You can include approval steps in any workflow. The process pauses until approved, keeping updates secure and traceable.
What’s a simple starting use case?
Start with an automation that sends Slack alerts when important Confluence pages change. Then expand to agents that surface policies or summarize project notes in chat.
FAQs
Yes. Tray can detect new or updated pages, comments, or attachments using API polling or scheduled checks.
What comes standard with Tray
Whether your systems, data, or models run in the cloud or on-premises, Tray connects them in one secure platform. Every connection, workflow, and agent operates under IT governance with encryption, audit logging, and access controls built in. Security teams can trust that all integrations comply with enterprise network and authentication policies.
Universal connectivity
- Prebuilt connectors: 700+ connectors plus a universal HTTP connector for any REST API
- Custom connectors: Build custom connectors that behave like native ones
- Connect anywhere: Cloud or on-prem systems supported
On-premises connectivity
- Connect securely: Access on-premises systems, whether first-party or third-party
- Meet network requirements: Connect through approved configurations that align with enterprise security policies
- Enterprise protocols: Support multiple on-premises security standards for safe integration
Authentication management
- Secure credentials: Collect and store authentications with full encryption
- Encrypted data: Protect all data at rest and in transit
- Role-based control: Partition credentials by workspace and access level
Security and governance
- Certified compliance: SOC 2 Type II, GDPR, CCPA, HIPAA
- End-to-end protection: Encryption, detailed audit logs, scoped connections, and OAuth scopes