TaskRay

TaskRay Integrations

TaskRay seamlessly integrates with Salesforce and various external tools via API or out-of-the-box solutions to automate customer onboarding, sync data, generate documents, track financials, and streamline workflows—enhancing visibility, collaboration, and efficiency across sales, finance, and customer success teams without leaving the Salesforce ecosystem.

We fit right into the Salesforce Ecosystem

Connect TaskRay to the tools your team already uses. From document generation to customer success, our integrations help you streamline processes, improve visibility, and deliver better outcomes—without leaving Salesforce. If you can integrate with Salesforce, you can integrate with TaskRay - through API or out of the box.

Automate and Accelerate Customer-Facing Workflows

Streamline onboarding, implementation, and customer success processes by bringing external tools into your TaskRay projects.

  • Create and sync onboarding forms
    Collect customer data and push it directly into TaskRay project templates.
  • Track customer health & success metrics
    Connect customer outcomes to onboarding tasks and timelines.
  • Mass update project data
    Quickly update project fields, owners, or statuses across large customer portfolios.

Simplify Document Generation and Reporting

Eliminate manual document tasks with integrations that generate, store, and sync documents to TaskRay.

  • Generate contracts and docs from Salesforce
    Automate onboarding plans, handoff documents, and summaries tied to TaskRay milestones.
  • Attach email conversations to projects
    Keep a full customer history by associating Gmail or Outlook emails with relevant projects.
  • Seamless email-to-Salesforce integration
    View, record, create, and sync between email and Salesforce with simple, streamlined integration across any platform.

Manage Financials and Approvals with Ease

Keep finance, sales, and project teams in sync by connecting TaskRay with your accounting or deal management tools.

  • Track project-level financial data
    Link billing, time tracking, and project status.
  • Support structured, low-risk sales transitions
    Ensure customer handoff is tracked in both sales and project systems.

Customize Your Workflow with Automation Tools

Build powerful automations across your tech stack with our iPaaS and integration platforms.

  • Automate cross-functional workflows and messaging
    Automatically create Slack or Microsoft Teams channels, invite team members, and trigger project creation when opportunities close in Salesforce.
  • Automate more with Salesforce integrations
    Connect Salesforce with thousands of popular apps to streamline workflows, eliminate manual effort, and free up more time for what matters most—no code required.
  • Unify customer data across every workflow
    Extend functionality, share data, and automate business processes to create a single, consistent view of customers across departments and platforms.

Have a tool you’d like to connect?

Ask us about integrating TaskRay with the systems your team already loves.