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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.

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.

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 businesses have distinct business-related requirements, it is wise they steer clear of selecting a one-size-fits-all, “perfect” system. At any rate, it would be hard to try to chance on such application even among branded software solutions. The efficient step to undertake can be to make a list of the various essential aspects which demand deliberation like essential features, price terms, technical skill capability of staff members, business size, etc. Next, you should follow through the research to a full extent. Have a look at these Tray.io evaluations and explore each of the software options in your list more closely. Such comprehensive product investigation ensure you stay away from mismatched apps and buy the one which has all the features you require business requires in sustaining growth.

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 considering Tray.io it may also be beneficial to examine other subcategories of Workflow Management Software listed in our base of B2B software reviews.

Every enterprise has different needs and requires a software that can be personalized for their size, kind of staff members and buyers, and the specific industry they are in. For these reasons, no system can provide perfect features out-of-the-box. When you search a software app, first be sure what you need it for. Read some Tray.io Workflow Management Software reviews and ask yourself do you want basic tools or do you need sophisticated features? Are there any industry-specific tools that you are seeking? Obtain the answers to these questions to aid your search. There are multiple factors that you need to mull over and these include your budget, specific business requirements, your company size, integration needs etc. Take your time, check out a few free trials, and finally select the platform that provides all that you want to improve your organization effectiveness and productivity.

How Much Does Tray.io Cost?

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 realize that when you make a decision to buy Workflow Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Tray.io reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Tray.io. With that information at hand you should be equipped to make an informed buying decision 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

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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.

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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Reviewed By Nestor Gilbert
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