Frequently asked questions

Get answers to the most commonly asked questions about this product.

Tray can connect to practically any software that has an API. We can access REST and SOAP APIs. We even process huge CSV files for customers that use software that has limited API support. Customers really value Tray’s ability to connect to databases and extract important data from them.

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It depends on your processes and workflows. We understand that it can be challenging to estimate this, so that’s why we like to talk with you to scope out what you need.

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Tray is good at getting all the data available in an API. Some vendors struggle to expose and make use of custom fields and other hard-to-access data values. With Tray, you can pick the API scope you wish to access.

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A task is a data transaction that is processed by Tray as part of a step in a workflow process. The more steps or, the more data that is processed in workflow, the more tasks.

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A change in data values in one or more of your apps. Tray processes events in real time as soon as it detects them via webhooks/scheduled trigger. Other vendors use polling triggers and can only detect them every 5 minutes or so. Real-time processing is essential for time-sensitive automation.

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Workflows are a key part of the Tray platform. If you are building an integration to pass data between different services, you'll be using a workflow to do it. Workflows can have just a few steps or hundreds of steps. It depends on your process.

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An "enabled workflow" is one that you have switched on, so it can run. We like to give our users the ability to play around with non-enabled workflows as a way to explore the potential for automation of processes.

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Tray offers standardized workflows for popular integrations in a growing library. You can simply activate a template, customize it, then turn it on. Templates are the quickest way to get a workflow up and running.

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A solution is one or more workflows that provide business value to you. Usually, one workflow is enough. But occasionally, you may need two workflows. For example, you might need two workflows to configure a bi-directional sync, or to add a companion alerting workflow to round out a solution.

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We will not stop any of your workflows. The next time you are billed, you will be charged based on the new number of enabled workflows and task volume that you have in your account.

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You can sign up and start building workflows for free. While in the free 14-day trial, you can run any workflow for two weeks once you have enabled it. If you upgrade to a paid tier, your workflows will continue to run uninterrupted. If not, your workflow will be disabled until you upgrade.

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Log history lets you see the data passed between different services, which is useful for visibility and debugging purposes when building workflows. This data is stored temporarily, and will be fully deleted after your tier's log history time has elapsed.

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For any questions on building workflows, you can always read our documentation or chat with our support experts. If you'd like us to work alongside you in discussing & creating new workflows, we recommend that you choose the professional or enterprise edition and configuration consulting package.

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Tray built an entirely new automation platform starting with trust. This includes full compliance with important attestations and regulations such as SOC2 and PCI. Our growing list of Fortune 500 customers have verified that Tray meets or exceeds stringent IT security requirements.

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Tray offers a visual way to build workflows. You don’t need a computer science degree to design a workflow. Instead, you can click and drag icon-based operators to trigger events and directly incorporate components of your tech stack, creating sophisticated and powerful automated processes.

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Logical operators such as booleans (if/then)/branches/loops provide a powerful way to route data by value. Example: Use the loop operator to read a CSV, then send your workflow down different branches based on the values in each row. These operators easily handle complex automation requirements.

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Logs provide the history of a workflow including all the steps or actions taken on the data. When you are designing a new workflow, you will want to inspect the data flowing through it and troubleshoot or debug any issues.

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API stands for application programming interface and is a way that software providers manage access to data on behalf of their customers.

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Tray is architected in a novel way to handle any amount of data. This is a big deal because data production for enterprise operations is growing bigger every day. Our customers rest easy knowing that Tray can support them at any size.

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If you want to automate time-sensitive processes, you want a real-time platform. Example: To automate engagement processes triggered by user behavior on your website/product, Tray lets you take action on that data immediately, rather than having to wait out a 5-15 minute lag time.

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