Adaptive Insights + Slack
Integration + Automation

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Adaptive Insights
+
Slack

Adaptive Insights and Slack Solutions

Uses

Finance and Accounting, All

Business professionals that want to integrate Adaptive Insights with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

  • Integrate with any app with our unique Universal Connector

  • Easily use our drag-and-drop workflow builder

  • Receive hands-on Adaptive Insights support for ensured success

The Tray Platform gives us speed, agility, visibility, and cost savings. And better yet, it lets us be proactive with our marketing in a way that we couldn’t before. It has become a core part of our marketing infrastructure.

David Dorman, Director of Growth and Demand Generation, DigitalOcean
Adaptive Insights

Adaptive Insights

Connection Type

Tray Toolkit

Triggers

Manual

Scheduled

Webhook

Operations

Get

List

Save

Slack

Slack

Connection Type

Service connector Tray Connector

Triggers

On action (button or menu click)

On Slack event

On link share

On slash command

Operations

Add reminder

Archive channel

Channel exists?

Create channel

Create pin

Popular Use Cases

Copper logo
Slack logo

When Copper Opportunities Are Created or Change Stage, Notify via Slack

Salesforce logo
Slack logo

Send Slack Notification when new Objects Are Created in Salesforce

The Tray Platform has connectors for Intercom
Slack logo

Send Notifications via Slack when Support Tickets Are Forgotten in Intercom

Salesforce logo
Slack logo

When Salesforce Opportunities Are Created or Change Stage, Notify via Slack

Salesforce logo
Slack logo

Create new Slack channels when Accounts in Salesforce Are Created

Salesforce logo
Slack logo

Notify Sales Reps in Slack when New Leads in Salesforce are Assigned

Slack logo

Send a Basic Message via Slack

Zuora logo
Slack logo

Create Slack Notifications for Zuora Events

Salesforce logo
Slack logo

Notify in Slack when new Salesforce leads are created

What would you like to connect?