Tray.io vs. Zapier

Great for finance and accounting to automate manual repetitive tasks. Saving a few minutes per week on redundant tasks adds up to several days a year!

Incentivized

Zapier is perfect for simple integrations and setting up generally low-volume accounts that require very little configuration and maintenance. For a distributed structure where a client/outside party is responsible for billing, it’s easy to create an account, put them on a low-cost plan, configure a simple integration and teach them how to alter the setup. Its webhook-based setup is perfect for many simple use cases and there’s no reason to use a more complex or expensive solution.

However, if you have integrations that are increasingly complex (involve parsing, multiple non-linear steps, the integration of non-native APIs), significant in overall volume/data or require additional features (time delays for API limits), Zapier likely isn’t your best choice. Other integration platforms offer higher levels of customization and capability, though they’re typically significantly more complex and expensive.

Incentivized

• Automate and schedule manual tasks
• Easy to use
• Very helpful and reactive support team

Incentivized

• Ease of use - multiple people in the organization can set up and run Zaps per their specific use cases without much training.
• Connectivity - Zapier is able to connect to multiple applications we use on a regular basis.
• Functionality - Zapier provides embedded functionality within the app itself (email, data conversion), but also appropriate triggers and actions for apps it connects to.
• Versatile - Zapier can execute complicated and simple tasks and thus has many use cases.

Incentivized

• Basic tutorial for less technical staff
• Option to choose the version for API Calls
• Community to exchange ideas

Incentivized

• Being able to turn off one leg of a Zap without having to delete it or turn the whole Zap off
• Not all fields populate when using certain aspects of Salesforce, but that could be an SF issue
• Communication when support is actually needed basically doesn't happen

Incentivized

Zapier is now very much an integral part of our business and we could not operate without it!

Incentivized

Zapier is very user-friendly. They walk you through each step of the zap-building process in an orderly and easy to understand way. Each step of the zap is tested before moving onto the next step. For simple zaps, you can have them up and running within minutes. For more complicated zaps, it may take some experimentation, but Zapier is there to help you troubleshoot.

Incentivized

Before we purchased Zapier, I contacted support and asked them if Zapier could support my intended workflow (this is actually a selection on their support form - awesome). Within 2 hours, I was contacted by a support team member who seemed sure it would work, but granted me premium access for 2 weeks to try it out for myself. Sure enough, it did! Ever since then, support has replied rapidly to any problems I have experienced and answered my questions within a few sentences.

Incentivized

• Zapier is a much more mature platform with much more software that you can integrate into and they add to their portfolio every month
• Zapier has more functions for each software they connect
• Zapier has their own services that are very useful
• They have so many existing work flows that you can easily add

Incentivized

• Increased efficiency
• Reduced Costs
• Increased Productivity

Incentivized

• It saves us hours of time every week being able to connect services automatically.
• It enables automations to happen that would not otherwise be possible at all.
• It allows us to choose other software for specific purposes without the limitations of only the built-in connectivity.

Incentivized