Explore the Tray.io ready-to-use templates library
Get ALL ACTIVE rows from a google sheet in a formatted response
Returns all objects with a specified date within range
Returns objects in a list that match the filter. Allows you to filter on NESTED key/values
Remove line breaks with an option for replace AND count the line breaks
Simplified pagination architecture - a key concept for working with API's
Extracts data from a CSV in AWS S3 and prepares the data to be easily interacted with
Generates a CSV file from a JSON list of objects then (optionally) sends the CSV via email
Use a saved Netsuite search to build a report in Google Sheets or any other system
Sends a celebratory Slack notification to a chosen channel when an opportunity is successfully closed in Salesforce
Processes Salesforce records in batches when a query has returned multiple pages of results
Sends a notification to a Slack channel each time a given workflow fails
Import this project to complete the Tray Academy Labs
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Presents users with a referral form in Slack to create a new account / opportunity in Salesforce
Executes a SuiteQL query in Netsuite, then sends the response to a Google Sheet
Generates a JSON list of data pulled from a CSV or XLSX file in AWS
Intake leads from a Webhook, standardize them, and record in Pardot
Paginates through any number of Salesforce records and emails the resulting CSV
Runs on a constant schedule to check for new content in a google sheet
Monitors Slack channel messages for specific keywords and alerts a dedicated channel
Create a new NetSuite sales order every time a Salesforce opportunity moves to closed won
Store NetSuite payment data on the relevant Salesforce opportunity records
Automatically transfers your purchased Getty images to Bynder
Capture leads from an Excel file, then create and update contacts in Salesforce
Executes a query for specific records, then compiles them into a new Google Sheet
Callable workflow utility that will left join a list to another list using one or more shared properties between the two lists
Store NetSuite Invoice data on the relevant Salesforce Opportunity records
Set up new hires in Bamboo when marked as 'hired' in Greenhouse, and alert the team on Slack
Use this project to get started with Slack Apps and Interactivity
Adds new employees from a Google Sheet to BambooHR
Generates a Google Sheet from a JSON array and (optionally) share the sheet with a list of user emails
Creates an invoice (and a customer if needed) in Quickbooks when Salesforce marks an Opportunity as "closed won"
Capture leads from a Webhook, then create and update contacts in Marketo
Intake leads from an Excel file, standardize them, and record in Pipedrive
Updates Quickbooks Online items on Salesforce products changes
Automatically creates a G-Suite account for new hires
Capture leads from a CSV file, then create and update contacts in HubSpot
Capture leads from a Webhook, then create and update contacts in HubSpot
Capture leads from a Webhook, then create and update contacts in Salesforce
Capture leads from an Excel file, then create and update contacts in HubSpot
Intake leads from LinkedIn Lead generation ad, standardize them, and record in Pardot
Sends a Slack notification to a chosen channel when an opportunity is created in Salesforce
Create/update NetSuite customers every time a Salesforce account is created/updated
Syncs any updated or new people in Salesloft over to HubSpot as contacts
The main workflow allows you to quickly build and send Slack messages as direct or channel messages using a callable workflow. You can embed Salesforce record IDs in messages and it will replace the IDs with the name and link to the record in Salesforce
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Sends a Slack notification every week containing all upcoming accounts that are due for renewal soon
This project includes a set of templates that help you setup an employee directory callable workflow. It includes workflows that help to create the directory, update the directory when employee changes happen, and search the directory
Intake leads from a Google Sheet, standardize them, and record in HubSpot
Migrates contacts from Salesforce to Mailchimp
Generates a sales order within Netsuite after an Ironclad contract has been completed
Sends an html-formatted email notification each time a given workflow fails
Creates an Ironclad contract once a HubSpot deal is set to "Contract sent"
Performs a daily sync of all files that have been added/updated in Salesforce over to AWS S3
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Sends data from HubSpot Form submissions to a destination of your choosing
Sends lead-gen form answers from LinkedIn to a destination of your choice
Share relevant data within a workflow group and manage the keys / outputs of the parent workflow
Send a new hire onboarding tasks in the form of a JIRA checklist / ticket
Creates a new user in MS O365 when a new employee is added to Bamboo, and emails their credentials
Capture leads from a CSV file, then create and update contacts in Marketo
Capture leads from a Google Sheet, then create and update contacts in Freshsales
Capture leads from an Excel file, then create and update contacts in Marketo
Intake leads from Facebook lead generation ads, standardize them, and record in Marketo
Capture leads from Facebook Lead Generation Ads, then create and update contacts in Salesforce
Syncs contract changes and updates in Ironclad over to a matched HubSpot deal
Every time a Typeform survey is completed, store the result in a new row in Google Sheets
Intake leads from a CSV file, standardize them, and record in Iterable
Intake leads from a CSV file, standardize them, and record in Pipedrive
Capture leads from a CSV file, then create and update contacts in Salesforce
Capture leads from a Google Sheet, then create and update contacts in Marketo
Intake leads from a Google Sheet, standardize them, and record in Pardot
Intake leads from a Google Sheet, standardize them, and record in Pipedrive
Capture leads from a Google Sheet, then create and update contacts in Salesforce
Capture leads from an Excel file, then create and update contacts in Freshsales
Intake leads from Facebook lead generation ads, standardize them, and record in Pardot
Capture leads from a LinkedIn Lead Generation Ad, then create and update contacts in HubSpot
Intake leads from LinkedIn Lead generation ad, standardize them, and record in Pipedrive
Capture leads from a LinkedIn Lead Generation Ad, then create and update contacts in Salesforce
Executes a query for specific records, then compiles them into an existing Google Sheet
When a Zendesk ticket is created or updated, send appropriate info to Slack
Use this queuing architecture along with the builder workshop to jumpstart your automation practice
Every time a Typeform survey is submitted the answers are stored in a Google Sheet
Takes Google Form submission data and formats it for use
Capture leads from a CSV file, then create and update contacts in Freshsales
Intake leads from a CSV file, standardize them, and record in Pardot
Intake leads from a CSV file, standardize them, and record in Zoho CRM
Intake leads from a Google Sheet, standardize them, and record in Iterable
Intake leads from a Google Sheet, standardize them, and record in Zoho CRM
Capture leads from a Webhook, then create and update contacts in Freshsales
Intake leads from a Webhook, standardize them, and record in Iterable
Intake leads from a Webhook, standardize them, and record in Pipedrive
Intake leads from a Webhook, standardize them, and record in Zoho CRM
Intake leads from an Excel file, standardize them, and record in Iterable
Intake leads from an Excel file, standardize them, and record in Pardot
Intake leads from an Excel file, standardize them, and record in Zoho CRM
Capture leads from a Facebook Lead Generation Ad, then create and update contacts in Freshsales
Capture leads from Facebook Lead Generation Ads, then create and update contacts in HubSpot
Intake leads from Facebook lead generation ads, standardize them, and record in Iterable
Intake leads from Facebook lead generation ads, standardize them, and record in Pipedrive
Intake leads from Facebook lead generation ads, standardize them, and record in Zoho CRM
Intake leads from LinkedIn lead generation ad, standardize them, and record in Freshsales
Intake leads from LinkedIn Lead generation ad, standardize them, and record in Iterable
Capture leads from a LinkedIn Lead Generation Ad, then create and update contacts in Marketo
Intake leads from LinkedIn Lead Generation Ad, standardize them, and record in Zoho CRM
Use this project to build out a license optimization practice
Migrate contacts stored in Google Sheets to a Mailchimp list
Migrate contacts from a Mailchimp list to a Google Worksheet
Use this template as a generic template to easily capture leads from all LinkedIn campaigns under a given account
Secure your Tray form submissions with email verification
Sends an html-formatted email notification each time a solution fails
Leverage the power of data tables to take your static lookup tables to the next level
Synchronize Airtable records with your Nimble EForms
Sync Asana tasks to Nimble EForms
Syncs any updated or new companies in HubSpot over to Salesloft as accounts
Syncs any updated or new contacts in Hubspot over to Salesloft as people
Sync Jira issues to Nimble EForms
Sync tasks, mailings, and calls from Outreach to Hubspot as engagements
Syncs any updated or new accounts in Salesloft over to HubSpot as companies
This workflow takes two lists (arrays) and returns three arrays that show which items are shared which are exclusive to each list. You can do a simple comparison of exact matches or use a share key for lists of objects
Three core architectural components working together in one snippet
Take an example object and generate an input or output schema from that object for updating callable workflow schemas
Runs against values where the path exists but the value is null or empty
Use this snippet to test if two schemas are the exact same or not
Convert standard markdown to Slack Markdown
Reformat a Salesforce ID to the full 18 character id
Pull a list of emails and formats them for sending a message
Quickest way to get started with a Slack modal
Use our universal connector to create a User Alias in Google Workspaces
Universal connectivity for Job Nimbus
Get a CSV download link for any Google sheet
Preformatted GraphQL snippet - a key Tray API building block
Three of the options for mapping data to an HTTP Client (universal connector)
Search any body of text and pull out the emails
Intentionally fail the workflow and provides and error message
Filter a data set using declarative language and AI
Search for a list of keywords in any string
Tools to flatten the object structure of single objects OR a list of objects
Make sure data is passed downstream as an array (even if it is one item)
Format a number so that it reads easier
Get a precise slack message - regardless if it is threaded or unthreaded
Preformatted GraphQL snippet - a key Tray API building block
Preformatted GraphQL snippet - a key Tray API building block
use this architecture to get all end users related to your solutions - includes pagination logic
You can easily parse the calling workflow UUID for use downstream
Get an array of all the dates between a start and end date
AI Infused process requires reproducible outputs. Take advantage of the new parameters from OpenAI to take your automations to the next level and get one step closer to production ready today.
Get the permalink for any Slack message
Preformatted GraphQL snippet - a key Tray API building block
Pre-formatted, basic OpenAI connector to help you get started
Preformatted, adaptable blocks template - works well with Slack's block kit builder
Save failures so that they don't interrupt workflows from finishing
Whether you pass an object, string, or array into this snippet, you will be able to process it
Extend the functional size of data storage
Pre-formatted boolean for NULL or empty string value
A common building pattern for working with lists/arrays
Get the opposite of a True/False value regardless of how the original one is formatted
Map from two character country codes to country names easily
Map a list of values into any object structure to match the needs of a virtually any API
Apply a mask, or filter, to an object using an example object
Simplified polling architecture - a key concept for working with API's
Ingest a large CSV (can handle millions of rows) and query against it like a database
Excellent example of Recursive and Threading architecture
Use AWS to identify and remove any PII from your data before processing
Best practice setup for when using any Salesforce Trigger operation
How to create a step retry logic for a 3rd party connector
Allows you to build your first AI chatbot with context
Get a count of the weekdays days between any two dates