Logs are a very important part of building with Tray. Through the Tray logs you can see what data your workflow is pushing around which is really important when building and testing workflows. Today we're really excited to announce the launch of our brand new logs interface. We've brought your logs right into the builder so you can reference them while building and testing your workflows. And to make this even easier, you can now run free-text searches on your...
Zuora, a leading subscription management platform, holds valuable customer payment event details like whether a customer has paid their subscription or is delinquent. You probably don't want your sales reps wasting time trying to up-sell or cross-sell an account that isn't paying. Or you may want to alert a customer success manager to reach out to the customer in question. Many companies that work with Tray are migrating from email based alerting to Slack-based alerting. So we put together this...
Leads are like fruit: wonderful when fresh, but rancid when left out. Any marketer worth their salt looks for ways to quickly move leads into Marketo (or their marketing automation platform of choice). If you get lead data from trade show badge scans, lead list purchases, or other top-of-the-funnel programs, it's likely delivered to you via CSV attachments in email. If the files are big, your company probably uses an FTP Server to move them around. Stop spending your time...
You can now use Tray to work with Google Drive thanks to our new Google Drive connector. With it, you can upload, download, and duplicate your files with ease from right inside your workflows. One example use case is to move all attachments that are synced into Asana, Salesforce, and other systems to maintain a single system of record for documents. This will give you a single searchable source for all attachment files, as well as a backup, should you...
This is a simple feature we added to make it easier to edit and see the flow of execution within your workflow. For larger flows, this feature allows you to easily identify items that are part of a particular workflow enclosure. Similar to the amazing feature of highlighting matching brackets in popular text editors, we allow you to easily pinpoint logical elements that belong to a singular unit, or that are part of a particular logic subset. If you think...