Tray.io

Tray.io is an integration platform as a service that connects different business applications and automates tasks between them. You can build workflows using a visual drag-and-drop interface without writing code, though developers can add custom scripts when needed.

The platform includes Merlin Agent Builder, which lets you create AI agents that can understand requests, make decisions, and take actions across your connected systems. These agents work in Slack, Microsoft Teams, or through web interfaces.

Tray.io works with popular tools like Salesforce, HubSpot, Google Workspace, Slack, and hundreds more. You can sync data, trigger automated responses, and create complex processes that adapt to your business needs. The platform handles everything from simple two-app connections to enterprise-wide automation projects.

Getting started with Tray.io involves a few straightforward steps:

• Sign up for an account and choose your plan based on your team size and automation needs.

• Create a new workflow using the visual builder by dragging connectors onto the canvas and linking them together.

• Connect your apps by providing authentication credentials for each service you want to integrate.

• Define triggers that start your workflows, such as new form submissions, scheduled times, or data changes.

• Add actions that execute when triggers fire, like creating records, sending notifications, or updating information.

• Test your workflow with sample data to ensure everything works correctly before enabling it.

• For AI agents, use Merlin Agent Builder to define what tasks the agent handles, which systems it accesses, and where users interact with it (Slack, web, or API).

• Monitor your workflows through the dashboard to track performance and identify issues.

• Low-code visual workflow builder with drag-and-drop interface

• Merlin AI Agent Builder for intelligent automation

• 600+ pre-built app connectors and universal API connector

• Task-based flexible pricing model

• Real-time monitoring and detailed logging

• Enterprise security with SSO and compliance certifications

• Embedded white-label solutions for customer integrations

• Team collaboration with role-based access controls

• Dedicated support and customer success resources