Introduction to Templates

Templates are a convenient way to set up a new Workflow.  Templates have been created for several common integrations so that a workflow can be set up without having to manually build them from scratch in the workflow editor.

You can view the currently available templates by clicking on Library.  The Library view shows a summary of every template.  Click on a template to see some more details about what it does.

You can also view a list of all of the different services that can be used with tray by clicking on Services. Clicking on a service will show you all of the templates that are available for that service.

We are adding new templates all the time.

Last updated 14th April 2017