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Tray.io Review

Tray.io
Our score: 7.8 User satisfaction: N/A

What is Tray.io?

Tray.io is cloud data integration platform designed for marketing, sales, and customer support teams of medium-sized companies and large enterprises. Flexible and powerful, Tray aims to boost productivity, efficiency, and business growth by enabling marketers, salespeople, and customer service representatives to automate their processes and workflows. Tray has the capability to be integrated with SaaS (Software at a Service) applications and any type of web-based applications, allowing users to collect data from their applications quickly and instantly.

The straightforward solution can also be used by non-developers, as they will be able to learn its functionalities even if they don’t have coding knowledge. They can set up the software to enable their web-based applications to send signals to Tray. These signals are related to any events, services, or functionalities within their applications. As their applications communicate with the software, users will be able to automatically gather all the valuable data they have in their applications and create automated workflows to handle those data.

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Overview of Tray.io Benefits

As a platform which has the capability to automate business processes and workflows, Tray offers workflow and utility triggers. Workflow and utility triggers are used to allow web-based applications or services to send information to Tray and activate the specific workflows that will handle such information.

Tray’s software provider clarifies the distinction between workflow triggers and utility triggers. Some web-applications, systems, and services are using WebHooks. A WebHook is implemented in applications in order for them to transfer real-time information to other applications. Hence, when any events or actions happen within an application, the information related to those events or actions are automatically sent to other applications through the aid of a WebHook.

Thus, Tray is using WebHooks to allow users to automatically gather information from their applications and services and automate their workflows. The workflow triggers of Tray are enabled by the WebHooks implemented by web-applications and services. However, since not all web-applications and services are implementing WebHooks, Tray offers ways so that those applications and services that are not using WebHooks will be able to transmit event signals and information to Tray. These are called utility triggers.

These triggers include manual triggers, callable triggers, and form triggers. Manual triggers are enabled to test new workflows, while callable triggers allow users to break down their workflows into modular pieces that they can reuse. In addition, callable triggers can be activated from another workflow. When customers fill out web forms, Tray can automatically capture the information entered in the web forms and activate workflows once they are submitted. The specific type of utility trigger used in this case is called form trigger.

Furthermore, Tray offers a workflow builder, which enables users to create and edit the workflows that will be activated when their web-based applications send out information. This workflow builder is easy to use with the aid of its drag-and-out functionality. Users will also be able to easily search for their workflows. Tray provides workflow labels, allowing users to tag their workflows.

Tray also enables users to manage all access to their web-based applications from a centralized location. With this capability, they will be able to quickly access the credentials of other users, and they can easily authenticate them. In addition, complex workflows that are using multiple accounts can be can be managed efficiently, as the software allows multiple authentications per workflow.

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Overview of Tray.io Features

  • Automate Any Event
  • Workflow Triggers
  • WebHooks
  • Utility Triggers
  • Manual Triggers
  • Callable Triggers
  • Form Triggers
  • Scheduled Input
  • Connect To Any SaaS
  • Pre-Built Connectors
  • Full-API Access
  • Quick Access Credential Keychain
  • Authenticate Any API
  • Multiple Authentications Per Workflow
  • Multiple Authentications For A Service
  • Intuitive Interface
  • Automation Templates
  • Drag-and-Drop Workflow Builder
  • Workflow Labels
  • Format Data Automatically
  • Expert Support, Documentation, and Training

Tray.io Position In Our Categories

Knowing that companies have distinctive business needs, it is only reasonable they avoid seeking an all-encompassing, ”best” business application. Regardless, it would be futile to discover such an app even among recognizable software products. The right thing to undertake would be to note down the varied significant functions which demand inspection including crucial features, price plans, technical skill levels of staff members, company size, etc. Then, you should do your product research to a full extent. Go over these Tray.io evaluations and check out each of the software systems in your list in detail. Such all-encompassing product investigation makes sure you take out unsuitable software products and pay for the one which delivers all the aspects your business requires.

Position of Tray.io in our main categories:

TOP 100

Tray.io is one of the top 100 Workflow Management Software products

If you are interested in Tray.io it could also be beneficial to check out other subcategories of Workflow Management Software gathered in our base of B2B software reviews.

Every enterprise has its own characteristics, and may require a specific Workflow Management Software solution that will be adjusted to their business size, type of customers and staff and even specific industry they deal with. It's not wise to count on locating an ideal services that will be suitable for every business regardless of their history is. It may be a good idea to read a few Tray.io Workflow Management Software reviews first and even then you should pay attention to what the service is intended to do for your business and your staff. Do you need a simple and straightforward service with just basic functions? Will you actually use the complex functionalities needed by pros and big enterprises? Are there any particular tools that are especially useful for the industry you work in? If you ask yourself these questions it is going to be much easier to get a trustworthy solution that will fit your budget.

How Much Does Tray.io Cost?

Tray.io Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

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What are Tray.io pricing details?

Tray.io Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Tray.io’s enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We are aware that when you decide to buy a Workflow Management Software it’s vital not only to learn how professionals rank it in their reviews, but also to discover if the real people and enterprises that use these solutions are indeed content with the service. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Tray.io reviews across a wide range of social media sites. The data is then displayed in an easy to digest format indicating how many people had positive and negative experience with Tray.io. With that information available you should be prepared to make an informed purchasing choice that you won’t regret.

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Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted
  • Open API

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Tray.io?

Tray.io support integrations with any SaaS software, CRM solutions, and other web-based applications and systems.

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Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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