Tray.ai

Tray.ai

Paid

Enterprise iPaaS and AI agent platform for RevOps and IT teams, with a low-code builder, task-based pricing and embedded integration options.

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What is Tray.ai?

Tray.ai, formerly Tray.io, is an enterprise integration and automation platform aimed squarely at revenue operations, marketing operations and IT teams who need sophisticated multi-step logic across their SaaS stack. Its low-code visual builder handles loops, branches, data transformations and error handling that lighter tools express awkwardly, and it pairs that with a merge and connector layer covering the systems those teams live in: CRM, marketing automation, data warehouses and support platforms. In recent releases Tray has pushed hard into agentic automation, letting AI agents reason over connected systems rather than following fixed rules. The platform also offers an embedded bundle so software companies can ship native integrations to their own customers using Tray's engine underneath. Pricing is task-based and entirely sales-led, structured as a base plan plus usage plus add-ons, where each workflow step counts as a billable task and overages are charged at an on-demand rate. There is no free tier and no self-service signup, so evaluating Tray means starting a sales conversation.

Key Features

Low-Code BuilderAI Agent Builder400+ ConnectorsLoops and BranchesData TransformationError HandlingMerge ConnectorsEmbedded IntegrationsConfiguration WizardCustom JavaScriptAPI SuiteWebhook TriggersWorkflow VersioningMulti-WorkspaceAudit LoggingSSO and SCIMSolution InstancesTask Monitoring

Integrations

CRM
SalesforceHubSpotOutreach
Marketing
Marketo
Database
SnowflakeGoogle BigQuery
Communication
Slack
Other
NetSuiteWorkday
Customer Support
Zendesk
Analytics
Segment
Storage
AWS S3

How to Use Tray.ai

1Book a demo and scope your task volume and connector needs
2Agree a plan tier and starter task allocation
3Provision workspaces and connect your core systems
4Build a workflow in the low-code visual builder
5Add branching, looping and error handling as the logic demands
6Test against sandbox data and promote to production
7Monitor task consumption against your allocation

✅ Best For

  • Revenue operations teams orchestrating lead routing, scoring and enrichment across CRM, marketing automation and a data warehouse
  • Marketing operations specialists whose campaign logic involves conditional paths and transformations that simpler platforms handle clumsily
  • Enterprise IT teams integrating dozens of SaaS applications with real business logic rather than straightforward field mapping
  • SaaS companies embedding a native integration marketplace into their own product using Tray's engine rather than building connectors themselves

❌ Not For

  • Small businesses and individuals, since there is no free tier, no self-service signup and entry contracts start in the four to five figure annual range
  • Teams wanting transparent published pricing, as every tier requires a sales conversation and cost is base plan plus usage plus add-ons
  • Anyone needing to automate something this week, because the procurement and onboarding cycle runs weeks rather than hours
  • Simple SaaS-to-SaaS syncing, where Zapier or Make deliver identical outcomes at a tiny fraction of the cost

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Pricing

Free Trial$0
  • ✓Sales-provided trial environment
  • ✓no self-service signup available
ProCustom
  • ✓Entry tier reported around $595/mo with roughly 25
  • ✓000 tasks
  • ✓visual builder
  • ✓400+ connectors
TeamCustom
  • ✓Higher task allocation
  • ✓more workspaces
  • ✓extended log retention
  • ✓collaboration controls
EnterpriseCustom
  • ✓Full governance
  • ✓SSO and SCIM
  • ✓advanced security
  • ✓dedicated support and SLA
Embedded BundleCustom
  • ✓Configuration Wizard
  • ✓solution instances
  • ✓custom JS and API suite
  • ✓requires Enterprise

Prompts to Try

Build a workflow that routes inbound leads by territory and firmographics into Salesforce owners

Create a workflow that syncs Marketo campaign data into Snowflake nightly with error handling

Design an AI agent that reads support tickets and updates the CRM record with the right context

Set up an embedded integration so our customers can connect their own HubSpot account

Use Cases

Priyanka runs RevOps at a 600-person SaaS company and rebuilt lead routing in Tray with territory, firmographic and intent branching, cutting average lead response time from 26 hours to under 40 minutes.
Stefan leads marketing ops at an enterprise software vendor and built a workflow that reconciles campaign attribution between Marketo, Salesforce and Snowflake nightly, ending the quarterly argument about which numbers were right.
Damilola is a platform engineer at a fintech who used Tray's embedded bundle to ship native integrations inside her company's own product, work her team had scoped at two quarters of engineering.
Henrik manages IT integrations at an insurer and consolidated 30 point-to-point scripts into governed Tray workflows with proper error handling, which stopped the silent overnight failures nobody noticed until Monday.
Rosa oversees customer operations at a healthtech firm and deployed a Tray AI agent that reads inbound tickets, enriches them with account context and routes them, reducing misrouted escalations by roughly two thirds.

Frequently Asked Questions