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Workflow Management Software

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What is 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 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 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 Position In Our Categories

Position of in our main categories:

50 is one of the top 50 Workflow Management Software products

50 is one of the top 50
Workflow Management Software products

If you are considering it could also be a good idea to investigate other subcategories of Best Workflow Management Software listed in our database of B2B software reviews.

It is important to keep in mind that almost no service in the Workflow Management Software category is going to be an ideal solution able to meet all the needs of various company types, sizes and industries. It may be a good idea to read a few reviews first as specific services may perform well just in a very small group of applications or be prepared with a really specific type of industry in mind. Others might operate with a goal of being simple and intuitive and consequently lack complex elements desired by more experienced users. You can also find services that focus on a large group of customers and offer a powerful feature toolbox, but this usually comes at a more significant price of such a service. Be certain that you're aware of your requirements so that you select a solution that has all the elements you look for.

How Much Does Cost? Pricing Plans:’s enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.

User Satisfaction

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 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 With that information at hand you should be equipped to make an informed buying decision that you won’t regret.






Technical details

Devices Supported
  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • USA
  • UK
  • Canada
  • International
Pricing Model
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Cloud Hosted
  • Open API

What Support Does This Vendor Offer?


What are pricing details? Pricing Plans:’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 support integrations with any SaaS software, CRM solutions, and other web-based applications and systems.

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