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Mask sensitive data in logs across agents, MCP, and integrations
Guardian Log Masking gives you one control for masking sensitive data in logs across your AI stack.
News · July 14, 2026
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NewsJul 14, 2026
Mask sensitive data in logs across agents, MCP, and integrations
Guardian Log Masking gives you one control for masking sensitive data in logs across your AI stack.
Simon Cole](/content/blog/authors/simon-cole/index.html)
Architecture and integrationJul 8, 2026
How to go headless without forking your team
Going headless moves integration into the AI IDE. When code and the visual builder edit different copies of a workflow, your team forks. Here's the fix.
Adam White](/content/blog/authors/adam-white/index.html)
Executive perspectivesJul 1, 2026
Fable 5 is back, shining a light on a much bigger problem
The Fable 5 shutdown showed how fast a core AI model can vanish. AI orchestration keeps models swappable and governed, so availability isn't someone else's call.
Paul Turner](/content/blog/authors/paul-turner/index.html)
NewsJun 24, 2026
Stay in Codex. Ship real integrations.
Tray Headless for Codex brings the full Tray AI Orchestration Platform natively into Codex — real engineered components, not a markdown file. Built on the same headless-first foundation as Tray Headless for Claude Code.
Simon Cole](/content/blog/authors/simon-cole/index.html)
Executive perspectivesJun 10, 2026
iPaaS migration has always been a time and cost problem. It just got 95% faster.
Legacy platforms, fragmented stacks, tools not built for AI orchestration — the case for staying on the wrong integration platform is weakening. And the cost of migrating just dropped dramatically.
Paul Turner](/content/blog/authors/paul-turner/index.html)
Executive perspectivesJun 9, 2026
Gartner® Just Defined a New AI Category. Here's Where Tray.ai Stands.
Gartner has published its inaugural Emerging Market Quadrant for No-Code Agent Builders — a brand new analyst category. Tray.ai is named a Pioneer. Here's what that means for enterprise AI in 2026.
Paul Turner](/content/blog/authors/paul-turner/index.html)
Executive perspectivesJun 9, 2026
Back from Gartner App Summit. Here's your MCP checklist.
Two things defined Gartner App Summit this year: MCP governance and the arrival of enterprise iPaaS in the AI IDE. Here's the four-item MCP checklist — and what else we announced.
Rich Waldron](/content/blog/authors/rich-waldron/index.html)
NewsJun 3, 2026
Enterprise iPaaS, native to your AI IDE: Introducing Tray Headless
Developers have moved into AI IDEs. Enterprise iPaaS hasn't followed — until now. Tray Headless brings the full Tray platform natively into Claude Code, Cursor, Codex, Windsurf, and any MCP-compatible IDE. Not a wrapper. The whole thing.
Simon Cole](/content/blog/authors/simon-cole/index.html)
Executive perspectivesMay 28, 2026
6 takeaways from SaaSpocalypse Now: what NYC said that SF didn't
The SF panel centered on governance, sprawl, and the path to production. The NYC conversation moved further forward — which vendors survive the agent era, what makes a tool worth keeping, and what it means that software now has two users.
Josh Noble](/content/blog/authors/josh-noble/index.html)
Architecture and integrationMay 27, 2026
5 questions every enterprise should ask before choosing an iPaaS
One in three software engineering leaders say integration is their top AI priority. Here are the five questions to ask before choosing an iPaaS, and the responses that should give you pause.
Adam White](/content/blog/authors/adam-white/index.html)
Agent development and automationMay 21, 2026
MCP is making your AI bill unpredictable. Here's why.
Every MCP tool loaded into an agent's context window costs tokens before a single task begins. At enterprise scale, that math adds up fast. Here is what is driving your AI bill and how to get it under control.
Adam White](/content/blog/authors/adam-white/index.html)
Executive perspectivesMay 20, 2026
5 hard truths from the first-ever Agentic AI Hype Cycle
Gartner just published its first-ever Hype Cycle for Agentic AI. Here are five findings every enterprise leader should read before making AI infrastructure decisions in 2026.
Rich Waldron](/content/blog/authors/rich-waldron/index.html)
NewsMay 14, 2026
Flying blind: Why MCP needs its API management moment
Every enterprise learned the hard way that unmonitored APIs become unmanageable ones. AI agents calling MCP tools are about to teach us the same lesson — and we're running out of time to get ahead of it.
Paul Turner](/content/blog/authors/paul-turner/index.html)
Agent development and automationMay 11, 2026
Drops of determinism: the fix for MCP agents that keep getting it wrong
MCP execution failures aren't a model accuracy problem. They're an architecture problem. Here's why raw tool design produces inconsistent agent behavior, and what composite, workflow-backed tools do differently.
Adam White](/content/blog/authors/adam-white/index.html)
NewsMay 5, 2026
Tray is now in the Claude Connectors Directory. Here's why it's different.
Tray connects Claude to your whole stack, with the governance and control enterprises actually need.
Simon Cole](/content/blog/authors/simon-cole/index.html)
Agent development and automationApr 30, 2026
Shadow MCP is the new shadow IT
Shadow MCP is following the same organizational arc as shadow IT, but with a wider attack surface and faster entrenchment. Here's what it looks like inside an enterprise, and how to stay ahead of it.
Adam White](/content/blog/authors/adam-white/index.html)
NewsApr 29, 2026
Your MCP service works. But can you answer this question?
Most enterprise MCP services run under shared service accounts with no way to answer who made a change or whether they were allowed to. Learn how Dynamic Authentication for MCP in Tray Agent Gateway for MCP brings real user identity, permissions enforcement, and full auditability to every MCP action.
Julia Szewczyk](/content/blog/authors/julia-szewczyk/index.html)
Executive perspectivesApr 22, 2026
Seven takeaways from SaaSpocalypse Now
We hosted enterprise IT and business technology leaders in San Francisco for an honest conversation about what the SaaS apocalypse actually looks like from the inside. Here are seven things that came out of the room.
Paul Turner](/content/blog/authors/paul-turner/index.html)
Agent development and automationApr 20, 2026
Defusing the MCP ticking time bomb
Over 40% of enterprise MCP deployments will face cybersecurity incidents by 2027, according to Gartner. The risk is already building. Here's what IT teams need to know now.
Paul Turner](/content/blog/authors/paul-turner/index.html)
NewsApr 14, 2026
Most enterprises are one iPaaS decision away from an AI bottleneck.
Tray.ai is named a Nucleus Research iPaaS Leader for the seventh year. Here's why the criteria for evaluating integration platforms have changed — and what it means for enterprises building AI at scale.
Rich Waldron](/content/blog/authors/rich-waldron/index.html)
NewsMar 24, 2026
The hand-built iPaaS connector is dead. Vibe-code with Claude instead.
Tray CDK now supports Claude Code, so you can build connectors by describing them instead of coding them from scratch. Here's what that means for integration teams still stuck in consultant queues and vendor backlogs.
Paul Turner](/content/blog/authors/paul-turner/index.html)
Executive perspectivesMar 18, 2026
The last Magic Quadrant: iPaaS has entered its AI reckoning
AI orchestration is transforming the iPaaS market. Learn what the latest Gartner Magic Quadrant reveals about the future of integration platforms and enterprise AI infrastructure.
Rich Waldron](/content/blog/authors/rich-waldron/index.html)
Architecture and integrationFeb 24, 2026
AI is exposing the limits of legacy data pipelines
AI agents are exposing the limits of legacy ETL and data pipelines. Learn why scaling AI requires unifying data transformation and orchestration.
Paul Turner](/content/blog/authors/paul-turner/index.html)
Executive perspectivesFeb 5, 2026
What AI will really change at work in 2026
AI will change work in 2026, but not the way most teams expect. Learn how agents, orchestration, and governance reshape specific roles across the enterprise.
Adam White](/content/blog/authors/adam-white/index.html)
NewsJan 9, 2026
Introducing Native Slack Interactions for Tray Agents
Introducing Native Slack Interactions, a new guided experience in Merlin Agent Builder that lets teams build, deploy, and manage Slack-connected agents faster with zero manual Slack configuration.
Michael Douglas
Agent development and automationJan 8, 2026
A practical comparison of ChatGPT, Claude, and Gemini for enterprise AI agents, focused on performance, security, governance, and real-world operability.
Adam White](/content/blog/authors/adam-white/index.html)
Agent development and automationDec 12, 2025
Agent vs copilot vs chatbot: Understanding the difference
Agents, copilots, and chatbots serve different roles in enterprise AI. Learn how they differ in autonomy, capability, and architecture, and when to use each.
Adam White](/content/blog/authors/adam-white/index.html)
Executive perspectivesDec 8, 2025
How to think about measuring agent performance
Learn how to measure AI agent performance with a practical framework covering accuracy, tool usage, business impact, deflection rates, ACCT, AVM, and more. See how leading teams evaluate agents with confidence and scale.
Rich Waldron](/content/blog/authors/rich-waldron/index.html)
Agent development and automationDec 4, 2025
The enterprise guide to LLMs: Selection, integration, and architecture
Learn how enterprises choose, integrate, and govern LLMs. A practical guide to model selection, RAG, orchestration, and building AI systems that scale.
Alistair Russell](/content/blog/authors/alistair-russell/index.html)
Agent development and automationNov 6, 2025
MCP governance in the enterprise
The Model Context Protocol (MCP) accelerates AI agent building, but without governance, it risks data and control. See how to secure it for enterprise use.
Alistair Russell](/content/blog/authors/alistair-russell/index.html)
Agent development and automationSep 25, 2025
Everything you need to know about AI agents for HR
Learn how AI agents for HR automate onboarding, enforce policies, and resolve employee requests so HR and IT teams can deliver faster, more secure service at scale.
Adam White](/content/blog/authors/adam-white/index.html)
Executive perspectivesSep 11, 2025
AI architecture is why most AI agent projects fail
95% of enterprise AI pilots fail because teams skip foundational AI architecture decisions. Learn how the right architecture helps AI agents scale.
Rich Waldron](/content/blog/authors/rich-waldron/index.html)
Agent development and automationAug 26, 2025
Finding your AI agent Goldilocks zone
Not every workflow needs an AI agent. Learn when to use AI agents and how to find the enterprise “sweet spot” for automation.
Adam White](/content/blog/authors/adam-white/index.html)
Executive perspectivesAug 14, 2025
How to scale AI agents after the first one
How to scale AI agents after the first one? Learn how enterprises prevent agent sprawl, establish ownership, and build governance for successful AI agent adoption.
Rich Waldron](/content/blog/authors/rich-waldron/index.html)
Agent development and automationAug 12, 2025
5 approaches to building LLM agents (and when to use each one)
Explore five proven approaches to building LLM agents—wrappers, conversational platforms, automation tools, developer frameworks, and unified platforms—and learn when each is best for your business needs.
Michael Douglas
Agent development and automationAug 5, 2025
What it really takes for enterprise AI readiness
AI readiness requires more than models. Learn how Yext transformed integration into AI infrastructure to scale AI safely across the enterprise.
Adam White](/content/blog/authors/adam-white/index.html)
Executive perspectivesJul 10, 2025
Why AI agent orchestration is key to enterprise AI
AI agents are everywhere, but without AI orchestration they create chaos. Learn why enterprises need unified platforms to govern and scale AI agents.
Rich Waldron](/content/blog/authors/rich-waldron/index.html)
Executive perspectivesJul 2, 2025
The four blockers to AI agent adoption (and how to fix them)
AI agent adoption is harder than building agents. Learn the four biggest challenges preventing enterprise AI agent adoption and how to fix them.
Alistair Russell](/content/blog/authors/alistair-russell/index.html)
Executive perspectivesJun 11, 2025
AI agent management: Why your first agent is easy and your fifth one breaks everything
AI agent management becomes critical as organizations scale beyond their first AI agent. Learn how enterprise teams avoid agent sprawl.
Rich Waldron](/content/blog/authors/rich-waldron/index.html)
Executive perspectivesJun 4, 2025
What it really takes to build for the AI-native era
Discover what it really takes to succeed in the AI-native era, from governance and infrastructure to cross-functional teams. Learn why enterprise AI demands more than just models.
Rich Waldron](/content/blog/authors/rich-waldron/index.html)
Customer storiesMay 22, 2025
AI Agents in action: Lessons from tech innovators
Enterprise AI agents are moving beyond chatbots to automate real operational work. Learn how leading tech teams deploy agents across IT, support, and business workflows.
Adam White](/content/blog/authors/adam-white/index.html)
Executive perspectivesMay 13, 2025
AI agent sprawl: How to stay in control as teams build more AI agents
AI agent sprawl is the next SaaS sprawl. As every team rushes to build AI agents, IT risks losing control. Learn how to stay ahead with the right orchestration, governance, and infrastructure.
Rich Waldron](/content/blog/authors/rich-waldron/index.html)
Agent development and automationApr 28, 2025
Everything you need to know about MCP
MCP connects AI agents to enterprise systems at scale. Here's how it works, where the security and governance gaps are, and what production deployments actually require.
Alistair Russell](/content/blog/authors/alistair-russell/index.html)
Agent development and automationApr 23, 2025
Everything you need to know about ITSM agents
The average IT support ticket takes over an hour to resolve—if you’re a human. Learn why it’s time IT service desks offload low-value tickets to an ITSM agent (and how to do it right).
Adam White](/content/blog/authors/adam-white/index.html)
Executive perspectivesApr 10, 2025
Four paths to AI agents (and the one that scales)
Learn how to build AI agents that scale across the enterprise. Compare prebuilt agents, DIY builds, domain tools, and AI orchestration platforms.
Rich Waldron](/content/blog/authors/rich-waldron/index.html)
Executive perspectivesApr 3, 2025
How to build AI agents that actually work (not just chat)
Most AI agents stop at chat—but real automation means reasoning, acting, and learning. Learn how to build AI agents that actually get work done, like an IT support agent that slashed tickets by 75%. See the demo and key steps to move beyond chat.
Alistair Russell](/content/blog/authors/alistair-russell/index.html)
NewsMar 31, 2025
How Vanti and Tray.ai are advancing AI agents
With Tray.ai’s acquisition of Vanti, discover how we are transforming AI agents with knowledge modeling and adaptability. Learn how AI agents can go beyond automation to reason, learn, and act - paving the way for the autonomous enterprise.
Smadar David](/content/blog/authors/smadar-david/index.html)
Executive perspectivesMar 13, 2025
AI orchestration for CIOs who don’t want to be AI referees
AI orchestration for CIOs helps unify disconnected AI systems, restore governance, and prevent CIOs from becoming referees between competing enterprise AI tools.
Rich Waldron](/content/blog/authors/rich-waldron/index.html)
Agent development and automationMar 4, 2025
Why IT needs an AI-powered support agent (and how it works)
Learn how to build an AI IT support agent that automates access requests, integrates with tools like Okta and Slack, and helps IT teams eliminate manual provisioning.
Luke Smith](/content/blog/authors/luke-smith/index.html)
Agent development and automationFeb 13, 2025
10 Tips to fast-track your GenAI projects with AI-ready iPaaS
Learn 10 practical tips to accelerate GenAI deployment. Overcome integration, data, and scalability challenges to move generative AI from prototype to production.
Paul Turner](/content/blog/authors/paul-turner/index.html)
Architecture and integrationJan 30, 2025
5 reasons your API Gateway won't cut it as your AI Gateway
AI is transforming businesses at breakneck speed, but your API gateway could be the bottleneck holding you back. Learn the five critical reasons enterprises need AI Gateways to deliver AI projects faster.
Executive perspectivesDec 17, 2024
Top 5 must-haves to successfully build and deploy AI agents
AI agents will transform how businesses operate—but not all platforms are built to deliver. Discover your organization's five must-have capabilities to build scalable, high-value AI agents quickly, flexibly, and safely.
Alistair Russell](/content/blog/authors/alistair-russell/index.html)
Executive perspectivesOct 22, 2024
Setting the right pace for AI: Insight from Gartner IT Symposium
Tray.ai CEO Rich Waldron shares strategic insights from the Gartner IT Symposium on pacing AI adaption, balancing innovation and driving business results.
Rich Waldron](/content/blog/authors/rich-waldron/index.html)
NewsOct 17, 2024
First of its kind native vector table for iPaaS
Learn how Tray’s native vector table powers advanced AI capabilities, including real-time data processing and efficient handling of complex data. Build AI applications with greater performance and scalability, all within Tray’s AI-ready iPaaS.
Michael Douglas
Executive perspectivesSep 16, 2024
A modern AI-enabled iPaaS solution that supports collaborative workflow design and management can break down silos between IT and business teams and propel automation initiatives forward.
Rich Waldron](/content/blog/authors/rich-waldron/index.html)
Executive perspectivesSep 9, 2024
The next tech stack challenge: Combatting AI misalignment
AI misalignment is emerging as a major challenge for enterprises adopting AI across SaaS tools. Learn how to align AI systems, governance, and workflows.
Rich Waldron](/content/blog/authors/rich-waldron/index.html)
Customer storiesAug 26, 2024
Q&A: Inside Bynder’s integration strategy
Learn how Bynder cured their integration headaches in this insightful conversation with Bill Keiffer, Solutions Architect at Bynder.
NewsAug 22, 2024
Expanding on-premise capabilities with our new agent
On-premise solutions remain crucial for many organizations. The seismic shift from on-premise to the cloud has transformed many organizations, breaking down barriers, increasing scale, cutting costs, and sparking innovation.
Michael Douglas
Architecture and integrationAug 12, 2024
Has PowerShell lost its power for IT operations?
PowerShell automation works well for basic IT tasks, but it struggles at scale. Learn the limitations of PowerShell automation and how modern IT teams overcome them.
Michael Douglas
NewsJul 16, 2024
Welcome to Tray.ai: The fast, flexible, and safe AI-ready iPaaS
Discover how Tray.io has evolved to become Tray.ai and the enhancements we have made to our native AI capabilities and native AI infrastructure.
NewsJun 27, 2024
Tray and Amazon Bedrock: Boosting sales prep efficiency
Learn how sales teams automate sales preparation with AI using Tray and Amazon Bedrock to research accounts, summarize insights, and prepare for meetings faster.
Architecture and integrationJun 18, 2024
Reduce your integration technical debt with a modern iPaaS
Gartner states that integration technical debt is crushing IT agility. Learn how modern iPaaS reduces technical debt so IT teams can stop maintaining and start innovating.
Michael Douglas
Architecture and integrationJun 3, 2024
Working with the Intercom API: What you need to know
Tired of manually exporting Intercom data? We’ll show you the fundamentals of the Intercom API, key data types, and how to boost retention and revenue.
Architecture and integrationMay 31, 2024
Introduction to working with Slack programmatically
Learn how to use Slack’s API to increase collaboration and productivity throughout your organization dramatically. Build Slack apps that help you do more faster.
Architecture and integrationMay 17, 2024
What is API integration? A practical guide
API integration connects your applications so they can share data automatically. Learn how it works, common patterns, and how to build integrations without writing everything from scratch.
Alistair Russell](/content/blog/authors/alistair-russell/index.html)
Operations in practiceMay 10, 2024
Solving the challenges of modern customer support with automation
Learn how to solve the challenges of modern customer support with automation.
Architecture and integrationMay 7, 2024
Turning real-time event streams into game-changing value
Automate streaming event data with ease on the Tray Platform.
Operations in practiceMay 2, 2024
Build a revenue operations team as a revenue ops leader
This article discusses best practices to build out a revenue operations team while developing your own skills as a revenue operations leader.
Operations in practiceApr 5, 2024
How low-code workflow automation speeds up IT projects
Find out why companies are choosing low-code workflow automation platforms to accelerate IT projects.
Adam White](/content/blog/authors/adam-white/index.html)
Operations in practiceApr 4, 2024
How to automate lead enrichment
Lead enrichment is a critical step in the lead lifecycle management process which includes lead uploads, lead-to-account matching, lead routing, and follow-up.
Operations in practiceApr 3, 2024
How to automate lead list uploads
Lead lifecycle management begins with lead intake. Automating lead list uploads gets accurate leads to sales reps for faster follow-up, resulting in higher conversion rates.
Agent development and automationApr 3, 2024
Reduce costs, boost efficiency with AI knowledge agents
Implementing an intelligent knowledge agent saved one company $40 million. Learn how you can build a powerful and secure knowledge agent using a modern iPaaS platform.
Tom Walne](/content/blog/authors/tom-walne/index.html)
Operations in practiceApr 2, 2024
How to automate lead-to-account matching to drive alignment
Learn how to automate lead-to-account matching to drive sales, marketing, and revenue alignment and increase sales productivity by saving the time of prospecting leads in already-existing accounts.
Operations in practiceApr 1, 2024
How to automate lead routing to win more deals
Increase sales productivity and boost revenue by automating lead routing to rapidly execute lead assignment rules. Go beyond Salesforce lead assignment rules with automation.
Agent development and automationMar 21, 2024
Navigating the AI Adoption Ladder
Explore the AI Adoption Ladder: a guide to transitioning from AI curiosity to strategic integration, unlocking transformative growth and competitive edge.
Operations in practiceMar 14, 2024
How to automate software license optimization
Every year, companies waste thousands of dollars on unused software licenses. Learn how we use Tray to automate software license optimization.
Christina Kokoros](/content/blog/authors/christina-kokoros/index.html)
Executive perspectivesFeb 22, 2024
Tray named a Visionary in the 2024 Gartner® Magic Quadrant™ for iPaaS
In the 2024 Gartner Magic Quadrant for iPaaS, Gartner highlighted Tray’s Market Responsiveness and Innovation.
Operations in practiceJan 12, 2024
Drive sales-marketing alignment by sharing sales wins
Align your go-to-market efforts, offer greater visibility into deals, and boost morale in distributed organizations by automatically sharing sales wins.
NewsDec 7, 2023
Extend your automation reach with new templates & connectors
Introducing new and enhanced connectors and templates for improved connectivity and automation reach.
Architecture and integrationOct 5, 2023
Tips and tricks for optimizing your task usage
Learn best practices around optimizing your task usage for maximum efficiency.
Alexander Assur](/content/blog/authors/alexander-assur/index.html)
Operations in practiceOct 4, 2023
How to integrate Facebook lead ads data with Salesforce
Learn how to integrate Facebook lead ads data with Salesforce. We'll discuss how to drive lead conversion and get the most out of your CRM by integrating Facebook lead ads data with Salesforce.
NewsOct 3, 2023
Introducing Tray Academy Certificates
Unlock your full automation potential with new certificate courses for the Tray platform. We are thrilled to announce the launch of our brand-new certificate courses at Tray Academy!
NewsSep 25, 2023
Tray.ai partners with Amazon Web Services (AWS)
Use Tray to transform processes and boost operational efficiency by integrating your tech stack with applications powered by the leading cloud infrastructure provider.
Operations in practiceSep 14, 2023
A guide to accounts receivable (AR) automation
Discover the power of accounts receivable (AR) automation in enhancing cash flow management. Transform your AR processes for financial efficiency.
Adam White](/content/blog/authors/adam-white/index.html)
Operations in practiceSep 12, 2023
Maximize attendance & reduce no-shows with data-driven automation
Find out which prospects are most likely to no-show meetings by automating your CRM. Learn how to increase attendance rates and drive better sales decisions.
NewsSep 1, 2023
Introducing new beginner courses on Tray Academy
Get started building on the Tray platform with our new Platform Builder Beginner learning path now available on Tray Academy.
Operations in practiceAug 24, 2023
The ultimate guide to hiring a RevOps Manager
Discover what makes a great RevOps Manager, what their first 90 days should look like, and what critical platform they need for success.
Adam White](/content/blog/authors/adam-white/index.html)
NewsAug 15, 2023
Unlock profitability with order-to-cash automation templates
Free up finance teams and boost profitability with Tray's order-to-cash (O2C) automation templates. Transform finance processes and expedite cash flow for success.
Adam White](/content/blog/authors/adam-white/index.html)
NewsAug 10, 2023
Q&A Part 3: Ensuring data security with Tray Merlin AI
Everything you wanted to know about Merlin, the new natural language automation capability in the Tray platform.
Alistair Russell](/content/blog/authors/alistair-russell/index.html)
Operations in practiceAug 9, 2023
How to speed up manual lead enrichment with automation
If you’re in marketing operations, you already know the importance of lead enrichment - ensuring every lead is complete including their full name, location, company name, company size, and other details key to running your business.
Operations in practiceAug 8, 2023
A look at the Tray Salesforce Marketing Cloud connector
Alert your sales team of new expansion opportunities by tracking subscriptions in your payment processing platform and consolidating single-user accounts.
Operations in practiceAug 4, 2023
Edge out competitors by automating conversation intelligence
How to instantly alert sales reps of competitor mentions in customer calls
Operations in practiceAug 1, 2023
How to integrate NPS into Salesforce CRM
Customer marketing starts with uncovering the most delighted customers. But this is a challenge for most organizations. If you have lots of clients that are happy, how do you find the thrilled ones that will jump at the opportunity to sing your praises?
Architecture and integrationAug 1, 2023
Persistent data storage at the solution instance level
Sharing dynamic data amongst a group of workflows that are unique to a specific end-user is easy with Tray Embedded.
NewsJul 27, 2023
Q&A Part 2: Supercharge automation with Tray Merlin AI
Learn even more about Tray Merlin AI, the groundbreaking natural language automation capability in the Tray platform. Get answers to more of your questions and supercharge your automation this game-changing technology.
Alistair Russell](/content/blog/authors/alistair-russell/index.html)
Agent development and automationJul 19, 2023
Embracing automation and AI for success in sales
Learn how sales teams can best leverage AI to revolutionize their sales strategy in this guest blog from HubSpot.
Tony Do](/content/blog/authors/tony-do/index.html)
Operations in practiceJul 12, 2023
3 ways to plug revenue leakages with O2C automation
Discover how order-to-cash (O2C) automation can plug revenue leakages by reducing manual errors, accelerating cash flow, and enhancing process visibility.
Adam White](/content/blog/authors/adam-white/index.html)
Operations in practiceJul 5, 2023
Scale onboarding and security with automated provisioning
Enable your team with the tools they need to succeed, faster. Automate new access requests to drive efficiency and meet stringent security standards.
Operations in practiceJul 3, 2023
The RevOps secret weapon: Low-code automation
Discover the secret weapon for RevOps success: low code automation. Learn game-changing use cases and essential features for seamless customer experiences.
Adam White](/content/blog/authors/adam-white/index.html)
NewsJun 29, 2023
Q&A Part 1: Unleashing the power of Tray Merlin AI
Discover Tray Merlin AI, the groundbreaking natural language automation capability in the Tray platform. Get answers to your top questions and unlock the power of this game-changing technology.
Alistair Russell](/content/blog/authors/alistair-russell/index.html)
Architecture and integrationJun 28, 2023
Callable Lookup: Employee Directory
Here we explore the "callable lookup" design concept through the lens of an employee directory, where you can search for an employee with a variety of system identifiers.
Niels Fogt](/content/blog/authors/niels-fogt/index.html)
- NewsJun 27, 2023
Transforming AI into action: An inside look at Tray Merlin
Discover how Tray Merlin AI is changing the game in automation by transforming Large Language Model outputs into powerful automated workflows.
Alistair Russell](/content/blog/authors/alistair-russell/index.html)
Operations in practiceJun 15, 2023
4 signs your order-to-cash process is broken
Optimizing your order-to-cash (O2C) process can lead to a 10 – 15% increase in revenue and tremendous cost savings. Get started by addressing these four common challenges.
Adam White](/content/blog/authors/adam-white/index.html)
Architecture and integrationJun 12, 2023
Working with ADP Workforce Now APIs for HR and payroll
Learn about ADP Workforce Now APIs for HR and payroll. We’ll review application types, popular APIs, and use cases so you can deliver an exceptional employee experience.
Operations in practiceJun 12, 2023
From Zero to RevOps Hero: How to Build a Winning RevOps Team
Discover how to build a high-performing RevOps team to drive revenue growth, foster collaboration, and leverage low-code automation platforms like Tray for long-term business success.
Adam White](/content/blog/authors/adam-white/index.html)
Operations in practiceJun 5, 2023
Auto-detect upsells & renewals to grow customer accounts
Learn how to grow account value and prevent revenue leakage by automatically identifying strategic upsell opportunities among your most active customers.
NewsJun 1, 2023
Tray Insights Hub: Your integration cockpit
Insights Hub delivers operational insight into performance, adoption, and other key metrics for the Tray Universal Automation Cloud.
Tom Walne](/content/blog/authors/tom-walne/index.html)
Operations in practiceMay 30, 2023
Accelerate revenue growth with order-to-cash automation
End manual work and automate your way to cash faster with order-to-cash (O2C) automation.
Adam White](/content/blog/authors/adam-white/index.html)
Operations in practiceMay 9, 2023
Automate your marketing metrics in 4 simple steps
Learn how to automate digital marketing metrics to drive actionable marketing insights faster.
Operations in practiceMay 9, 2023
Open Source RevOps: 1st steps of the lead processing pipeline
This post is the 3rd in our series around how to build an inbound lead processing pipeline using the Tray platform. It dives in to take a closer look at the workflows that underpin the first half of the pipeline.
Niels Fogt](/content/blog/authors/niels-fogt/index.html)
Operations in practiceMay 6, 2023
Convert more leads and retain customers with chat insights
Convert more leads and retain more customers with chat insights. Learn how to pipe data to your database to fuel analytics and campaigns.
Operations in practiceMay 5, 2023
Engage high-intent leads from G2 buyer intent data
Learn how to find and engage leads that are searching for you and competitors in your space using automation and APIs.
Operations in practiceMay 4, 2023
Accelerate trade show lead follow-up with automation
Learn how to deliver personalized, timely follow-up on trade show leads through automated lead uploads to your sales engagement platform.
Operations in practiceMay 3, 2023
Maximize webinar leads with video conferencing integration
Reduce lead follow-up time and improve the experience of your virtual events and webinars by integrating your video conferencing tools with your tech stack.
Agent development and automationApr 20, 2023
5 signs you need to uplevel your automation platform
As your business grows and workflows become more complex, you may need to uplevel your automation platform to be more flexible and scalable. Look out for these five signs it’s time to upgrade your automation platform.
Adam White](/content/blog/authors/adam-white/index.html)
Operations in practiceApr 6, 2023
How to automate the entire lead lifecycle
Learn how to automate the entire lead lifecycle to speed up lead management, follow up faster and convert more leads. Build an automated lead management system without separate lead management software, with an easy-to-use clicks or code approach.
Operations in practiceApr 3, 2023
The ultimate guide to updating Salesforce in bulk
Easily mass update leads, contacts, and opportunities in Salesforce. Learn everything you need to know about Salesforce batch updates in our ultimate guide.
NewsMar 27, 2023
Support, learning, & community: the Tray customer experience
Discover how Tray.ai's exceptional customer experience is built on a foundation of personalized support, self-guided learning, and a thriving community, all designed to empower users on their automation journey with the Tray.io iPaaS platform.
Niels Fogt](/content/blog/authors/niels-fogt/index.html)
Operations in practiceMar 2, 2023
Automating lead list upload for faster lead follow-up
Learn how automating lead list uploads enables faster follow-up, sales efficiency, and reliable data.
Operations in practiceMar 1, 2023
Building your RevOps machine: the essential tech stack
Maximize your revenue potential with the right tech stack. Learn why the perfect RevOps tech stack has low-code automation at its center.
Adam White](/content/blog/authors/adam-white/index.html)
Executive perspectivesFeb 28, 2023
At the forefront of a tectonic shift in automation
Gartner® Names Tray.ai as a Sole Challenger in the 2023 iPaaS Magic Quadrant™. Learn why we're at the forefront of a tectonic shift in automation.
Rich Waldron](/content/blog/authors/rich-waldron/index.html)
Operations in practiceFeb 28, 2023
The ultimate guide to automating the entire lead lifecycle
Learn how automation brings speed, flexibility, and reliability to your sales pipeline so no lead gets left behind in this ultimate guide to lead lifecycle management.
Architecture and integrationFeb 28, 2023
Steal this custom Salesforce Sync
Syncing CRM data to downstream systems is table stakes for many SaaS platforms. In this post, we'll show you how to create your own custom Salesforce sync, using Iterable as the example destination.
Niels Fogt](/content/blog/authors/niels-fogt/index.html)
Operations in practiceFeb 2, 2023
Getting started with RevOps: A Beginner’s Guide
Learn everything you need to know for getting started with Revenue Operations in this beginner’s guide.
Adam White](/content/blog/authors/adam-white/index.html)
Architecture and integrationFeb 1, 2023
iPaaS vs RPA: What’s the difference?
Compare iPaaS vs RPA to understand the key differences between integration platforms and robotic process automation and when each is best for business automation.
Adam White](/content/blog/authors/adam-white/index.html)
Operations in practiceOct 27, 2022
Maximize trade show ROI by automating target lists
Learn how to identify likely trade show attendees in advance and with minimal manual effort via automated enrichment to drive better booth attendance.
Architecture and integrationOct 27, 2022
Real-time alerts for workflow errors
Learn how to setup a basic workflow alert via Slack for your integration and automation workflows on Tray.
Niels Fogt](/content/blog/authors/niels-fogt/index.html)
Operations in practiceOct 26, 2022
Respond faster to web chats and streamline sales follow-up
Learn how to boost sales productivity and respond faster to sales inquiries on web chat with automation easy enough for sales teams to use.
Architecture and integrationOct 26, 2022
Embedded integrations: Everything you need to know
Product and engineering leads need embedded integrations to accelerate their integration roadmap and beat the competition. Here’s what you need to know.
Operations in practiceOct 22, 2022
Boost sales outreach with trade show insights sent to your CRM
Learn how to strengthen your sales outreach and instantly prioritize hot leads from trade shows with automated note uploads to your CRM.
Operations in practiceOct 15, 2022
The six habits of highly successful business technologists
Attention business technologists: learn how to master business operations by integrating technology and automating processes for any system with clicks or code.
Architecture and integrationOct 15, 2022
Reducing error fatigue with an error reporting dashboard
In this post we cover how to send workflow error data to your warehouse and build a heads up dashboard to monitor and fix workflow errors with ease.
Niels Fogt](/content/blog/authors/niels-fogt/index.html)
Operations in practiceOct 10, 2022
Intro to the lead processing pipeline on the Tray platform
Get a hands on look at how B2B lead management can be handled using this workflow on the Tray platform
Niels Fogt](/content/blog/authors/niels-fogt/index.html)
Operations in practiceOct 7, 2022
How to boost sales productivity by automating away chat spam
With an automated process for spam management, sales teams can spend more time working on tasks that generate meaningful impact. We breakdown a workflow that automates away chat spam in Intercom to boost sales productivity.
Operations in practiceOct 3, 2022
Low code is the future of lead management (and RevOps)
RevOps routes leads faster and more reliably using low-code automation. See exactly how it's done in this introductory post of our 4-part blog post series: Mastering the B2B Lead lifecycle.
Niels Fogt](/content/blog/authors/niels-fogt/index.html)
Operations in practiceOct 3, 2022
Lead routing and scoring simplified: From data to ROI
Lead management is all about intent. Facilitating a prospect’s interest is an important step in eventually cultivating leads, but even the coldest leads can express intrigue without necessarily intending to buy.
Architecture and integrationSep 29, 2022
What are webhooks? (for non-technical people)
What are webhooks, and more importantly, why does someone like you with expertise in operations, revenue, or marketing, keep hearing about them lately?
Architecture and integrationSep 28, 2022
Five reasons why services teams need an integration solution
Struggling to meet demand for customer integrations? See how savvy services teams are delivering integrations faster, reducing churn, boosting MRR, and more.
Operations in practiceSep 15, 2022
Automate churn prediction and re-engage opt-out customers
Learn how to re-engage customers on the brink of churning with opt-out alerts, reminders, and batch CRM maintenance.
Executive perspectivesSep 9, 2022
Automation maturity: Your company’s secret weapon
Learn how organizations build a sustained competitive advantage with automation maturity.
Rich Waldron](/content/blog/authors/rich-waldron/index.html)
Operations in practiceSep 8, 2022
Instabook prospects that fit your ICP
Learn how to identify ideal prospects using web form data and surface instant booking to increase sales meeting attendance rates.
Niels Fogt](/content/blog/authors/niels-fogt/index.html)
Operations in practiceSep 6, 2022
How to automate deep-funnel SEM bidding for B2B Target ROAS
Learn how to use automation to set B2B Target ROAS bidding for deep-funnel SEM campaigns.
Operations in practiceSep 2, 2022
Qualify leads and grow engagement by identifying intent in data
Learn how to enrich your marketing automation platform with data from a learning management system to qualify leads and engage customers.
Operations in practiceSep 1, 2022
How to align your tech stack with your organization
Learn how to drive adoption and ROI from your tech stack by aligning it with your team.
Architecture and integrationSep 1, 2022
The beginner’s guide to embedded integrations
Learn the what, why, and how of embedded integration platforms in this beginner’s guide.
Adam White](/content/blog/authors/adam-white/index.html)
Operations in practiceSep 1, 2022
Engage prospects on demand with direct mail automation
In this walkthrough, learn how to enhance your marketing and sales relationships with rapid and personalized direct mail automation.
Architecture and integrationAug 26, 2022
Power data-driven insights with AWS automation for cloud storage
Learn how to augment your favorite cloud-based data storage tools (like AWS) with automation to craft processes that pipe and analyze data faster.
Operations in practiceAug 25, 2022
Drive down CPC and target the best leads automatically
Learn how you can tap into the lead data in your tech stack to automate audience management in your ad platform. Target your best leads and lower CPC.
Operations in practiceAug 24, 2022
Microsoft Teams integrations made easy
Easily build a Microsoft Teams integration to efficiently orchestrate approvals and employee experience processes to improve business performance.
Operations in practiceAug 23, 2022
Exceed SDR quota with automated activity metrics
Learn how to build an automated activity metrics readout that helps SDR teams stay on track and gives visibility throughout your sales organization.
Operations in practiceAug 16, 2022
How to identify anonymous Intercom leads using Marketo + Tray
Learn how to discover more warm leads by identifying anonymous Intercom prospects using automation with your Marketo lead capture forms.
Niels Fogt](/content/blog/authors/niels-fogt/index.html)
Operations in practiceAug 9, 2022
Learn how you can extend the power of HubSpot Forms to the rest of your tech stack to quickly target your best leads.
Operations in practiceAug 2, 2022
How to secure Slack with low-code automation
Improve Slack security and alert your IT department when teams accidentally share sensitive information with low-code automation.
Operations in practiceJul 28, 2022
Streamline strategic sales with an automated deal desk
Deal desks streamline the sales cycle and help you efficiently process non-standard sales deals. Learn how to accelerate growth by automating your deal desk.
Operations in practiceJul 21, 2022
Win more deals by automating win/loss analysis and insights
Learn how to shape a sales strategy that wins more deals by integrating valuable win/loss analysis and insights into your tech stack.
Operations in practiceJul 20, 2022
The practical guide to building the perfect tech stack for RevOps
This article covers how to buy apps for your revenue tech stack to provide you the best solutions to your everyday operations challenges and provide your team the highest ROI.
Operations in practiceJul 13, 2022
Increase conversions with automated sales meeting follow-up
Learn how to schedule fully automated outreach to prospects that have booked sales meetings, increasing meeting attendance and sales conversion rates.
Operations in practiceJul 12, 2022
Automate your way to CRM data hygiene
This article will cover exactly how sales operations experts can use automation to ensure constant, auto-refreshed CRM data to enable their sales teams. Data hygiene is an essential issue for sales operations professionals.
Operations in practiceJul 5, 2022
How to scale high-volume e-commerce order fulfillment
Meet growing demand and ensure seamless order fulfillment by integrating your e-commerce solution with inventory and logistics management.
Operations in practiceJul 5, 2022
Storing a last modified time stamp on a solution instance
Ever wonder when your solution instance was last modified? Perhaps you want to know the previous state information before modification? This blog post will delve into how to store various information whenever a solution instance has been modified.
Architecture and integrationMay 5, 2022
Translating programming constructs to Tray workflows
How do I implement a function in Tray? What about a switch statement? While loops? This blog will walk through how to implement such programming constructs in Tray.
Architecture and integrationMay 3, 2022
Serverless workflows go mainstream to meet data demands
Learn how growth-focused businesses are turning to serverless workflows to achieve their data integration and automation initiatives.
Adam White](/content/blog/authors/adam-white/index.html)
Architecture and integrationApr 6, 2022
Embedded integrations are table stakes for software vendors
If you work in software, API integrations for your product with your customers’ tech stack are no longer a nice-to-have. Your customers expect them.
Adam White](/content/blog/authors/adam-white/index.html)
Operations in practiceMar 22, 2022
How to load LinkedIn lead data into your CRM
Learn to load LinkedIn lead data into your CRM. We'll review LinkedIn lead gen APIs, functionality, and common challenges with loading LinkedIn lead data into your CRM.
Architecture and integrationMar 2, 2022
Automation drives low-code digital transformation
Learn how the surge in demand for automation and integration promotes businesses to adopt a low code digital transformation strategy.
Adam White](/content/blog/authors/adam-white/index.html)
Architecture and integrationJan 19, 2022
Basic ETL on the Tray platform tutorial
Learn the fundamentals of building an ETL data pipeline using the Tray.ai low-code platform. While we use a fake SaaS service as a source and Google BigQuery as our warehouse, the ideas shared are applicable to any data source or warehouse!
Niels Fogt](/content/blog/authors/niels-fogt/index.html)
Operations in practiceJan 19, 2022
How to personalize email nurture streams with automation
Learn how to grow engagement in your nurture campaigns by identifying and segmenting leads based on the pages they visit on your website.
Executive perspectivesJan 10, 2022
From IT decentralization to end-user innovation
Businesses that empower teams to learn new technical skills drive efficiencies and flip from being cost driven to being value driven.
Operations in practiceDec 19, 2021
Expand customer marketing with automated customer advocacy
Secure more reviews, testimonials, and case studies with automated customer marketing campaigns. Learn how you can easily integrate and automate your tech stack.
Operations in practiceDec 12, 2021
The professional guide to revenue operations
A revenue operations team includes marketing operations, sales operations, and customer operations. Learn the role, challenges, and how to win in revenue ops.
Operations in practiceDec 9, 2021
Sales operations best practices: Closing the sales to revenue gap
Sales ops best practices need to include integration and automation As an operations expert, you’ve already developed a full playbook of sales operations best practices that covers how you assign and track opportunities, close deals, and report revenue.
Operations in practiceJul 14, 2021
Breaking down the critical steps of the sales cycle
This guide breaks down the critical steps in the sales cycle including prospecting, qualification, and closing, as well as challenges you’ll encounter.
Operations in practiceJul 6, 2021
Data-driven marketing: Be smarter with Segment and Marketo
There is no such thing as too much data. In fact, teams increasingly collect all types of data to better engage users.
Operations in practiceJun 1, 2021
How to automate marketing analytics
The best marketing analytics automation gives you the speed and accuracy that comes from combining critical marketing data that’s typically siloed across multiple channels. Learn how we used the Tray platform to automate our marketing analytics.
Operations in practiceApr 8, 2020
Jira integration made easy with the Jira connector
Build a Jira Slack integration for alerting, a Jira GitHub integration for deploys, and a Salesforce Jira integration for accounts.
Operations in practiceApr 1, 2020
A look at the Tray Zoom connector
Drive sales with Zoom web conferencing, grow leads from Zoom meetings, and do more with Zoom web conferencing using automation.
Architecture and integrationAug 29, 2019
Anyone who works with business software has heard terms like “API” and “webhooks” thrown around. In this article, we’ll not only cover what APIs are, but we’ll also answer the question: “How do APIs work?”
Operations in practiceApr 11, 2019
Make customer insights actionable with product usage data
Discover how to leverage product usage data to drive insights across marketing, sales, and support. Learn strategies to overcome data silos, integrate tech stacks, and make data-driven decisions to enhance customer engagement and reduce churn.
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