taskray
Book a Demo

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.
Explore How We Connect Your Tech Stack

Automate and Accelerate Customer-Facing Workflows

Streamline onboarding, implementation, and CS 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.
Book a Demo

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.
Book a Demo

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.
Book a Demo

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.
Book a Demo

Have a tool you’d like to connect?

Ask us about integrating TaskRay with the systems your team already loves.
Talk to Our Team
taskray logo
Subscribe to Our Newsletter
Product
Solutions
Resources
About Us
© 2025 TaskRay – All rights reserved.
Privacy Policy Legal
salesforce appexchange
aicpa soc