Microsoft Teams

Salesforce Pardot - Icon

Salesforce Pardot

HubSpot - Icon

HubSpot

Microsoft Sharepoint - Icon

Microsoft Sharepoint

Klaviyo - Icon

Klaviyo

Listrak - Icon

Listrak

Salesforce Marketing Cloud - Icon

Salesforce Marketing Cloud

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ActiveCampaign

Act-On - Icon

Act-On

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Acoustic Campaign

Jira

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Remarkety

Microsoft Outlook - Icon

Microsoft Outlook

Marketo - Icon

Marketo

MailChimp

Mailchimp

Notion - Icon

Notion

Miro - Icon

Miro

Jive

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Huddle

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GetResponse

Create contact

Add tags to contact

Retrieve all campaigns associated with a specific contact.

List campaigns

Create purchase order

Delete tags from contact

Returns a list of configured contact sources.

List contact sources

Returns a list of configured contact statuses.

List contact statuses

Retrieve all tags associated with a specific contact.

List contact tags

Returns a list of configured contact temperatures.

List contact temperatures

Use to search for contacts. If contact ID is specified then it will only use that parameter.

List contacts

Start campaigns

Stop campaigns

Update contact

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

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Aberdeen Report: Marketing technology—controlling the chaos

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Personalization is shifting from email to omni-channel. Are you ready?

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Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

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Jellyvision improves lead response speed, conversions, and win rate with automation

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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David Dorman of Digital Ocean works with Tray.io

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Marketing

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

Streamline strategic sales with an automated deal desk

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Sales ops best practices

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Sales

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Hatchbuck

Marketing Automation Platform (MAP)

Remove yourself (the authenticated user) from a conversation.

Leave conversation

Add reminder

Archive a conversation in your Slack account.

Archive conversation

Checks to see whether a conversation exists in Slack.

Conversation exists?

Create a public or private channel-based conversation.

Create conversation

Pin a message, file, or file comment to a channel.

Create pin

Delete a pending scheduled message from the queue.

Delete scheduled message

Given a piece of text (e.g. an Account name in Salesforce), generate a Slack friendly channel name in the format "my-channel-name". You can then pass this directly to the "Create Channel" operation.

Generate channel name

Retrieve information about a conversation.

Get conversation info

Get details of a user in your Slack channel, using their unique ID.

Get user

Get user by email

Invite a user to a conversation in your Slack account. The calling user must be a member of the channel.

Invite user to conversation

List of all channel-like conversations in a workspace.

List conversations

List conversations DDL

List conversations non archived DDL

List filetypes DDL

Returns a list of pending scheduled messages.

List scheduled messages

List scheduled messages DDL

Get a list of all of the users in your Slack team.

List users

List users DDL

List users actual DDL

List users and conversations DDL

List conversations the calling user may access

List users conversations

Send a message that only a certain user can see in a public or private channel.

Send ephemeral message

Send an ephemeral response message using the response_url parameter provided by Slack slash commands and actions. This will only be visible by the user.

Send ephemeral response

Send message

Set the purpose for a conversation. The calling user must be a member of the conversation. Not all conversation types may have a purpose set.

Set conversation purpose

Set the topic for a conversation. The calling user must be a member of the conversation. Not all conversation types may have a purpose set.

Set conversation topic

Set profile

Unfurl one or more links in a Slack message, adding "attachments" that contain additional context to the message.

Unfurl message links

Update a message that's previously been sent. Useful when reacting to actions like buttons and menus.

Update message

Uploads or creates a file. Optionally share to users or channels. This operation requires a scope to be enabled in your authentication, either files:write (for new Slack apps) or files:write:user.

Upload file

Slack brings all your communication together in one place. It's real-time messaging, archiving and search for modern teams.

When a specific event (e.g. a channel is created) occurs in your Slack account, automatically trigger the Tray workflow. NOTE: you can only tell us to listen for events that you have given Tray permission to listen for.

On Slack event

Receive notifications when your message buttons or menus are acted upon in Slack. NOTE: you'll need to point the message attachments to this workflow in the workflow where you're sending the original message.

On action (button or menu click)

Trigger a workflow from a Slash command in your Slack account. Tip: read the docs on this to learn how to set things up with Slash commands.

On slash command

Slack

Slack 1

Integration

Make Slack integrations easy

Slack 2

Automation

Unlock the power of Slack + automation

Slack 3

Use cases

Get the most out of the Slack API

Slack 4

Jira + more

Advanced Slack + Jira use cases

Slack 5

SFDC + more

Robust Slack + Salesforce integrations

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How Automation is Changing the Face of Business

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

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GDPR compliance for US companies: What you need to know

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Collaboration

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

Hatchbuck and Slack integration + automation

Popular Hatchbuck and Slack integrations

Hatchbuck and Slack Connector Details

Hatchbuck

Slack

Tray.io is the leader in low-code automation

Similar connectors to Hatchbuck and Slack

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