Do everything in one place

Customize your Salesforce Marketing Cloud and TaskRay integration with the following triggers and actions.

Triggers

When this happens…

Salesforce Marketing Cloud
  • New data extension row
    New data extension row in Salesforce Marketing Cloud
  • Any other trigger you can think up

TaskRay
  • Object created
    Object created in TaskRay
  • Daily object review
    Daily Object review in TaskRay
  • Object created/updated
    Object created/updated in TaskRay
  • Any other trigger you can think up

Actions

Do this…

Salesforce Marketing Cloud
  • Custom action
    Custom action in Salesforce Marketing Cloud (Custom)
  • Copy data extension
    Copy data extension in Salesforce Marketing Cloud
  • Create email from HTML template
    Create email from HTML template in Salesforce Marketing Cloud
  • Create data extension from template
    Create data extension from template in Salesforce Marketing Cloud
  • Delete data extension
    Delete data extension in Salesforce Marketing Cloud
  • Search data extension Batch
    Search data extension in Salesforce Marketing Cloud
  • Search data extension row Batch
    Search data extension row in Salesforce Marketing Cloud
  • Upload asset
    Upload asset in Salesforce Marketing Cloud
  • Upsert data extension row
    Upsert row in data extension in Salesforce Marketing Cloud
  • Upsert data extension row Batch
    Bulk upsert row in data extension in Salesforce Marketing Cloud
  • Any other action you can think up

TaskRay
  • Custom action
    Custom action in TaskRay (Custom)
  • Create object
    Create object in TaskRay
  • Get related objects Batch
    Get related object list in TaskRay
  • Search objects Batch
    Search for objects in TaskRay
  • Update object
    Update object in TaskRay
  • Any other action you can think up

The wonders of Workato

Easily set up as many intelligent automations you need.
  • 1000s of ready-to-use templates
  • Accelerate work with intelligent automation
  • Do it yourself, faster
  • Build bots. Put them to work

Market leaders run on Workato

  • monday
  • box
  • att
  • atlassian
  • slack

Let’s start automating

Schedule a Demo