Sync data between SharePoint and Tray.io automatically. Eliminate manual data entry, reduce errors, and save 8+ hours/week with a custom integration built by Harvard-educated automation experts.
Manually copying data between SharePoint and Tray.io wastes hours every week
Data inconsistencies between SharePoint and Tray.io cause errors and rework
Team members forget to update both systems, leading to outdated information
No single source of truth when sites live in two disconnected tools
Connecting SharePoint (file-storage) with Tray.io (automation) is one of the most requested integrations among Australian Financial Services and Manufacturing businesses. This integration eliminates the manual transfer of sites and lists data, reducing errors and freeing up your team to focus on growth.
Stop copying sites between SharePoint and Tray.io by hand. Our integration syncs data automatically, saving your team 8+ hours/week.
Automated sync eliminates typos, missed updates, and version conflicts. Every change in SharePoint is instantly reflected in Tray.io.
Your team always has accurate, up-to-date information regardless of which system they're working in. No more "which one is correct?" conversations.
Unlike generic connectors, we build integrations tailored to how your business actually uses SharePoint and Tray.io. Custom field mappings, business rules, and error handling included.
When sites are created or updated in SharePoint, automatically push changes to Tray.io. No manual export/import needed.
Eliminate manual data entry by automatically creating workflows in Tray.io based on activity in SharePoint.
Keep both systems in sync with one-way status updates. When something changes in one system, the other updates instantly.
Generate consolidated reports combining data from both SharePoint and Tray.io. Catch discrepancies before they become problems.
How data flows between SharePoint and Tray.io
| SharePoint | → | Tray.io | Notes |
|---|---|---|---|
| SharePoint workflows | → | Tray.io workflows | Synced automatically when workflows are created or updated |
| SharePoint records | → | Tray.io records | Core data synchronisation between systems |
| SharePoint metadata | → | Tray.io custom fields | Additional context mapped to custom fields |
| SharePoint timestamps | → | Tray.io activity log | Audit trail for compliance and tracking |
| SharePoint status | → | Tray.io workflow stage | Status changes trigger workflow updates |
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