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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

Keeping in mind companies have unique business demands, it is reasonable that they abstain from deciding on a one-size-fits-all, ideal business application. However, it is almost impossible to stumble on such application even among well-known software systems. The clever thing to do would be to jot down the different main factors which demand investigation including important features, pricing, skill capability of staff members, business size, etc. After which, you should perform the research exhaustively. Browse over these Tray.io review articles and check out each of the software systems in your list in detail. Such all-encompassing product investigation guarantee you stay away from unsuitable software solutions and select the one which meets all the tools your business requires for optimal results.

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 sensible to investigate other subcategories of Workflow Management Software collected in our base of SaaS software reviews.

Since each enterprise has particular business needs, it is prudent for them to abstain from looking for a one-size-fits-all perfect software application. Needless to say, it would be pointless to try to find such an app even among popular software solutions. The intelligent thing to do would be to list the various essential elements that need consideration such as key features, budget, skill levels of workers, company size etc. Then, you should do your research thoroughly. Read some Tray.io Workflow Management Software reviews and look into each of the other systems in your shortlist in detail. Such in-depth homework can ensure you discard ill-fitting applications and select the system that presents all the aspects you need for business success.

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 choose to buy a Workflow Management Software it’s vital not only to see how professionals rank it in their reviews, but also to discover if the actual people and enterprises that bought this software are actually happy with the service. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and Tray.io reviews across a vast array of social media sites. The information is then presented in an easy to digest way showing how many people had positive and negative experience with Tray.io. With that information available you should be ready 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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