Introducing Tray.io: : Overview, Features and Reviews

Founded:	2012
CEO:	Rich Waldron
Employees	50-200
Revenue:	$100M-$500M
Headquarters:	London, England
Last Updated:	March 2020

What Is Tray.io

Tray.io is an automation software that enables users to automate their digital processes. It is a cloud-based platform that provides users with the ability to seamlessly connect their apps and data. With Tray.io, users can easily create workflows that would otherwise be tedious and time-consuming. Tray.io is perfect for small businesses that want to streamline their operations and get more done in less time. The software is also great for larger businesses that want to automate their complex processes.

No matter what your business size or needs are, Tray.io can help take your business to the next level. Tray.io is a flexible solution that can be customized to fit the needs of any business. Whether you have a few apps that you need to keep track of or a complicated web of software that needs to be organized, Tray.io can handle it. This software is also cloud-based, so you can access it from anywhere with an internet connection.

Who Benefits From Tray.io

As a business owner, you’d need time sorting out your workflow Tray.io works by making creating one easy peasy. Once you’ve created your workflow, the software will automatically handle the task for you – freeing up your time so that you can focus on other things. And if you ever need to make changes to your workflow, Tray.io makes it simple to do so.

Features of Tray.io

API Integration

Technical users can integrate the Tray Platform at the API level with any cloud-based software, while business users can use it easily without any technical knowledge. Easily connect APIs to cloud apps and databases using its pre-built connectors or HTTP connectors.

Database Integration

Drag-and-drop visual builders make database integration simple by making it easy to link databases to other apps in your tech stack without coding. The ability to automatically sync any database in both directions facilitates the creation of effective automated workflows that allow you to accomplish more in a shorter amount of time.

Tray Embedded

Developers can build productized integrations using Tray Embedded’s comprehensive integration platform in weeks rather than months. Developer productivity will increase with this feature, which makes it simple to satisfy consumer demand for seamlessly embedded in-app apps and data connectors.

IPaaS For Data Integration

Business users have access to the capabilities of deep, API-level integrations with iPaaS, which eliminates one-time integrations and complicated solutions. The integration of programs and databases can be done quickly whether they are on-premises or in the cloud.

Customization

One of the best things about Tray.io is that it’s highly customizable. There are over 300 pre-built connectors available, so you can easily connect the software to the applications you’re already using. And if there’s an application you want to use that isn’t supported by Tray.io, you can simply request a new connector and they’ll add it for you.

Plans & Pricing of Tray.io

How does TRAY.IO work?

TRAY.IO’s product works by providing businesses with a platform for their employees to use to automate their workflows. The platform allows businesses to easily add, remove, and update workflow records.

• Trigger: A trigger is a programmatic command that activates a workflow or data movement between apps. A trigger can be triggered at a specific time, such as once a day at midnight, by an application change (such as the addition of a new lead to Marketo), or by end-user action (such as a customer sending an email or filling out a form).
• Source data: This is the primary data that will be utilized in the process. This usually takes the form of a piece of information obtained from an app, but it might also be a CSV file or spreadsheet, email text, or warehouse or corporate database data.
• Logic: Steps in a workflow that determine what to do with the data, such as comparing it to see if it’s from a company with more or fewer than 500 employees, or looping through a list until you find the desired entry.
• Formatting: This is where they “transform” or “manipulate” the data to get it into the right shape for the ultimate goal or action. This might be anything from extracting variables, formatting dates, parsing URLs, or combining data from numerous sources.
• Action: This is, after all, the ultimate goal of what they’re going to do with the information. The majority of the time this means moving it to the destination application – creating a new lead record in their CRM – but you may also want to generate a Slack notification or send an email message to notify the sales team that they need to follow up.

How can TRAY.IO help your business?

TRAY.IO can help businesses in a number of ways, including the following:

• Automation Platform: The Tray Platform’s sophisticated, adaptable API automation platform works so swiftly. Your team members become citizen automators who have the ability and understanding to connect the services they use every day for innovative ideas and, eventually, growth.
• Marketing: The Tray Platform is enterprise-ready, and it may be used by marketing organizations of all sizes and across a variety of channels. With the Tray Platform, you can expand your business quickly.
• Sales:Enrich every lead with all data available—from any source, anywhere—about a prospect, utilizing the Tray Platform’s powerful features. Allow key contributors to see RFP responses and simplify your sales cycles by automating renewal procedures.

Software Reviews and Ratings

Pros of Tray.io

• “The Tray team is there to help with your configuration needs. Setting up calls as needed from requirements through implementation and post-deployment support. This software helps with automating between 2 cloud-based systems like Zendesk and Salesforce adding an extra layer of communication between the 2.”
• “Ability to automate with other cloud-based platforms. Ability to mold the tool through its advanced user interface. Also caters to the non-technical person.”
• “Notification and processing of work-in-progress are made possible by the program. In the decision flow, the decision-making process is effectively transmitted across levels. We’ve saved a lot of time by using this. It is also possible to access the remarks and troubles stored in the cloud at any time from any location, allowing for a faster resolution of the challenges.”
• “Tray has helped us solve a lot of integration challenges. It has a lot of functionality and is very powerful.”
• “Automate and schedule manual tasks”
• “Easy to use”
• “Very helpful and reactive support team”

Cons of of Tray.io

• ‘Basic tutorial for less technical staff”
• “Option to choose the version for API Calls”
• “Community to exchange ideas”
• “This can be tuff to configure on you aren’t utilizing one of their “out of the box” connectors. However, their team is there to support your if needed.”
• “Would be great if there were videos on how to implement some of the integrations. A user group/forum for newbies would be much welcomed Debugging interface could be more user-friendly SF integration for new variables can be quite complex – would love some videos on how / to Not enough trigger options for workflows Quarterly webinars on how to use each of these features would be much welcomed. I feel that these sessions would fill up rather quickly, being that the advanced configuration features are a hit or miss. I don’t have much else to say at this point. My experience using Tray has been, for the most part, positive.”
• “Can be tough to figure out as a business user – ultimately, their team can help you or you can use a predefined set of recipes. Not too different from any similar SaaS connector.”

How can I contact TRAY.IO?

You can contact TRAY.IO by:

– Email: sales@tray.io

– Phone: (888) 992-8729

– Web: https://www.tray.io/

Conclusion

If you’re looking for a way to streamline your business operation and get the most out of your time, Tray.io is worth checking out. With its easy-to-use interface and ability to connect to over 300 different applications, it’s sure to save you time and hassle in the long run.

Plus, with its free but limited trial and flexible pricing plans, it’s easy to give Tray.io a try without breaking the bank. So why not give it a shot? You might be surprised at how much simpler your life becomes when everything is automated.