Templates

Explore the Tray.io ready-to-use templates library

Department
Asset Type
Connectors
Experience Level
Showing 169 templates
Artisan IMG > Google Sheets (sheets) (a894e6ff-8a08-4375-ac35-ab9b5d2bc849)
Getting Started: Google Sheets
Snippet
Universal
Beginner

Get ALL ACTIVE rows from a google sheet in a formatted response

Details
Artisan SVG > Script (script) (file-format-javascript)
Filter a list of objects by date range
Snippet
Universal
Intermediate

Returns all objects with a specified date within range

Details
Artisan SVG > List Helpers (list-helpers) (view-headline)
Filter List by Nested Value
Snippet
Universal
Beginner

Returns objects in a list that match the filter. Allows you to filter on NESTED key/values

Details
Artisan SVG > Script (script) (file-format-javascript)
Remove and Count Line Breaks from Text Block
Snippet
Universal
Beginner

Remove line breaks with an option for replace AND count the line breaks

Details
Artisan SVG > Loop Collection (loop) (synchronize-1)
Artisan SVG > Data Storage (storage) (server-edit-1)
Artisan SVG > Boolean Condition (boolean-condition) (split)
Pagination Architecture
Snippet
Universal
Advanced

Simplified pagination architecture - a key concept for working with API's

Details
Artisan IMG > AWS S3 (aws-s3) (c579c5ba-f479-4188-a0ff-21351036740c)
Artisan SVG > CSV Editor (csv) (file-table)
Extract and transform CSV data from AWS S3
Workflow
Universal
Intermediate

Extracts data from a CSV in AWS S3 and prepares the data to be easily interacted with

Details
Artisan SVG > CSV Editor (csv) (file-table)
Create a CSV file from JSON array
Workflow
Universal
Beginner

Generates a CSV file from a JSON list of objects then (optionally) sends the CSV via email

Details
Artisan IMG > NetSuite REST (netsuite) (917247fd-0fa6-4f4c-b085-3ccbdc273c4d)
Artisan IMG > Google Sheets (sheets) (a894e6ff-8a08-4375-ac35-ab9b5d2bc849)
Build a report from saved Netsuite search
Workflow
Marketing
Intermediate

Use a saved Netsuite search to build a report in Google Sheets or any other system

Details
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Artisan IMG > Slack (slack) (6632c308-2cd1-4f68-8128-e521e552a66b)
Notify Slack when Salesforce Opportunity is "Closed Won"
Workflow
Sales
Beginner

Sends a celebratory Slack notification to a chosen channel when an opportunity is successfully closed in Salesforce

Details
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Paginate through Salesforce Records
Workflow
Sales
Beginner

Processes Salesforce records in batches when a query has returned multiple pages of results

Details
Artisan IMG > Slack (slack) (6632c308-2cd1-4f68-8128-e521e552a66b)
Send Slack alert on workflow failure
Workflow
Universal
Beginner

Sends a notification to a Slack channel each time a given workflow fails

Details
Artisan IMG > Traygramming Assessment (traygramming-assistant) (551c260f-b702-4ffc-a323-f5c02f005165)
Tray Academy Labs
Project
Universal
Beginner

Import this project to complete the Tray Academy Labs

Details
Artisan IMG > OpenAI (openai) (28aad8ce-5765-43fe-8b44-6ac6d98891c9)
Artisan SVG > Call Workflow (call-workflow) (flash-1)
AI Text Extraction Utility (OpenAI)
Workflow
Artificial Intelligence
Universal
Beginner

Enter your OpenAI credentials and infuse your process with AI in under 5 minutes with this AI quick start template.

Details
Artisan IMG > Slack (slack) (6632c308-2cd1-4f68-8128-e521e552a66b)
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Create Salesforce accts / opps with Slack modal
Workflow
Sales
Intermediate

Presents users with a referral form in Slack to create a new account / opportunity in Salesforce

Details
Artisan IMG > NetSuite REST (netsuite) (917247fd-0fa6-4f4c-b085-3ccbdc273c4d)
Artisan IMG > Google Sheets (sheets) (a894e6ff-8a08-4375-ac35-ab9b5d2bc849)
Export SuiteQL response to Google Sheets
Workflow
Finance Ops
Advanced

Executes a SuiteQL query in Netsuite, then sends the response to a Google Sheet

Details
Artisan IMG > AWS S3 (aws-s3) (c579c5ba-f479-4188-a0ff-21351036740c)
Artisan SVG > CSV Editor (csv) (file-table)
Extract AWS S3 data as JSON
Workflow
Universal
Intermediate

Generates a JSON list of data pulled from a CSV or XLSX file in AWS

Details
Artisan SVG > Webhook (webhook) (globe-2)
Artisan IMG > Pardot (pardot) (5e76324d-67b4-4034-976e-a0465bb1edc2)
Export Leads from a Webhook to Pardot
Workflow
Revops
Intermediate

Intake leads from a Webhook, standardize them, and record in Pardot

Details
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Artisan SVG > CSV Editor (csv) (file-table)
Extract Salesforce records and email as CSV
Workflow
Sales
Beginner

Paginates through any number of Salesforce records and emails the resulting CSV

Details
Artisan IMG > Google Sheets (sheets) (a894e6ff-8a08-4375-ac35-ab9b5d2bc849)
Check for new data in Google Sheets
Workflow
Universal
Intermediate

Runs on a constant schedule to check for new content in a google sheet

Details
Artisan IMG > Slack (slack) (6632c308-2cd1-4f68-8128-e521e552a66b)
Slack keyword alert
Workflow
Security
Intermediate

Monitors Slack channel messages for specific keywords and alerts a dedicated channel

Details
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Artisan IMG > NetSuite REST (netsuite) (917247fd-0fa6-4f4c-b085-3ccbdc273c4d)
Sync Closed Won Salesforce Opportunities to NetSuite as Sales Orders
Workflow
Finance Ops
Revops
Intermediate

Create a new NetSuite sales order every time a Salesforce opportunity moves to closed won

Details
Artisan IMG > NetSuite REST (netsuite) (917247fd-0fa6-4f4c-b085-3ccbdc273c4d)
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Sync NetSuite Payments to Salesforce Opportunities
Workflow
Finance Ops
Revops
Intermediate

Store NetSuite payment data on the relevant Salesforce opportunity records

Details
Artisan IMG > Getty (getty) (f2dd6dfd-9cc6-42b9-a4a9-74b2a1fa6403)
Artisan IMG > Bynder (bynder) (b542b60d-8cf3-4d0c-82a4-2446e4e6854d)
Sync purchased images from Getty to Bynder
Workflow
Marketing
Intermediate

Automatically transfers your purchased Getty images to Bynder

Details
Artisan SVG > XLSX Helpers (xlsx-helpers) (file-table)
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Export leads from an Excel file to Salesforce
Workflow
Revops
Intermediate

Capture leads from an Excel file, then create and update contacts in Salesforce

Details
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Artisan IMG > Google Sheets (sheets) (a894e6ff-8a08-4375-ac35-ab9b5d2bc849)
Export Salesforce query to new Google Sheet
Workflow
Sales
Beginner

Executes a query for specific records, then compiles them into a new Google Sheet

Details
Artisan SVG > Call Workflow (call-workflow) (flash-1)
Artisan SVG > List Helpers (list-helpers) (view-headline)
Artisan SVG > Script (script) (file-format-javascript)
Left join array of objects using 1 or more shared properties | List helper callable
Workflow
Universal
Intermediate

Callable workflow utility that will left join a list to another list using one or more shared properties between the two lists

Details
Artisan IMG > NetSuite REST (netsuite) (917247fd-0fa6-4f4c-b085-3ccbdc273c4d)
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Sync NetSuite Invoice data to Salesforce Opportunities
Workflow
Finance Ops
Revops
Intermediate

Store NetSuite Invoice data on the relevant Salesforce Opportunity records

Details
Artisan IMG > BambooHR (bamboohr) (134605bd-dd4e-41e9-9178-da8556ddbeb3)
Artisan IMG > Slack (slack) (6632c308-2cd1-4f68-8128-e521e552a66b)
Artisan IMG > Greenhouse (greenhouse) (3cddbb11-e165-4a2f-bd1c-1f1a58fc83f0)
Create new hire in Bamboo when 'hired' in Greenhouse
Workflow
HR
Intermediate

Set up new hires in Bamboo when marked as 'hired' in Greenhouse, and alert the team on Slack

Details
Artisan SVG > Webhook (webhook) (globe-2)
Artisan IMG > Slack (slack) (6632c308-2cd1-4f68-8128-e521e552a66b)
Artisan SVG > Call Workflow (call-workflow) (flash-1)
Slack App Interactivity Orchestration
Project
Universal
Intermediate

Use this project to get started with Slack Apps and Interactivity

Details
Artisan IMG > Google Sheets (sheets) (a894e6ff-8a08-4375-ac35-ab9b5d2bc849)
Artisan IMG > BambooHR (bamboohr) (134605bd-dd4e-41e9-9178-da8556ddbeb3)
Upload list of employees to Bamboo
Workflow
HR
Intermediate

Adds new employees from a Google Sheet to BambooHR

Details
Artisan IMG > Google Sheets (sheets) (a894e6ff-8a08-4375-ac35-ab9b5d2bc849)
Artisan IMG > Google Drive (drive) (e1359d4a-4476-439b-93df-90f5eea806e9)
Create a Google Sheet from JSON array
Workflow
Universal
Revops
Intermediate

Generates a Google Sheet from a JSON array and (optionally) share the sheet with a list of user emails

Details
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Artisan IMG > QuickBooks (quickbooks) (89ed2c46-e95d-45fe-92f4-d3585a05dc60)
Create Quickbooks invoice when Salesforce opp is "Closed Won"
Workflow
Sales
Intermediate

Creates an invoice (and a customer if needed) in Quickbooks when Salesforce marks an Opportunity as "closed won"

Details
Artisan SVG > Webhook (webhook) (globe-2)
Artisan IMG > Marketo (marketo) (c383e0e8-7699-47c1-8543-9130b9b0a465)
Export leads from a Webhook to Marketo
Workflow
Revops
Intermediate

Capture leads from a Webhook, then create and update contacts in Marketo

Details
Artisan SVG > XLSX Helpers (xlsx-helpers) (file-table)
Artisan IMG > Pipedrive (pipedrive) (b80da2b8-cab5-4a0a-bf53-c3e12a3b5248)
Export leads from an Excel file to Pipedrive
Workflow
Revops
Intermediate

Intake leads from an Excel file, standardize them, and record in Pipedrive

Details
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Artisan IMG > QuickBooks (quickbooks) (89ed2c46-e95d-45fe-92f4-d3585a05dc60)
Sync Salesforce products to Quickbooks items
Workflow
Sales
Advanced

Updates Quickbooks Online items on Salesforce products changes

Details
Artisan IMG > G Suite (g-suite) (9a084bc6-e165-4c41-9134-46e7f93457a8)
Artisan IMG > Slack (slack) (6632c308-2cd1-4f68-8128-e521e552a66b)
Create Google Account
Workflow
HR
Intermediate

Automatically creates a G-Suite account for new hires

Details
Artisan SVG > CSV Editor (csv) (file-table)
Artisan IMG > HubSpot (hubspot) (e4d5dcb5-2d04-460d-9091-e98e8c18e614)
Export leads from a CSV file to HubSpot
Workflow
Revops
Intermediate

Capture leads from a CSV file, then create and update contacts in HubSpot

Details
Artisan SVG > Webhook (webhook) (globe-2)
Artisan IMG > HubSpot (hubspot) (e4d5dcb5-2d04-460d-9091-e98e8c18e614)
Export leads from a Webhook to HubSpot
Workflow
Revops
Intermediate

Capture leads from a Webhook, then create and update contacts in HubSpot

Details
Artisan SVG > Webhook (webhook) (globe-2)
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Export leads from a Webhook to Salesforce
Workflow
Revops
Intermediate

Capture leads from a Webhook, then create and update contacts in Salesforce

Details
Artisan SVG > XLSX Helpers (xlsx-helpers) (file-table)
Artisan IMG > HubSpot (hubspot) (e4d5dcb5-2d04-460d-9091-e98e8c18e614)
Export leads from an Excel file to HubSpot
Workflow
Revops
Intermediate

Capture leads from an Excel file, then create and update contacts in HubSpot

Details
Artisan IMG > Linkedin (linkedin) (98204dc0-c437-44e0-8a18-f9ae125a714f)
Artisan IMG > Pardot (pardot) (5e76324d-67b4-4034-976e-a0465bb1edc2)
Export leads from LinkedIn to Pardot
Workflow
Revops
Intermediate

Intake leads from LinkedIn Lead generation ad, standardize them, and record in Pardot

Details
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Artisan IMG > Slack (slack) (6632c308-2cd1-4f68-8128-e521e552a66b)
Salesforce Opportunity to Slack Notifications
Solution
Sales
Beginner

Sends a Slack notification to a chosen channel when an opportunity is created in Salesforce

Details
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Artisan IMG > NetSuite REST (netsuite) (917247fd-0fa6-4f4c-b085-3ccbdc273c4d)
Sync Salesforce Accounts to NetSuite as Customers
Workflow
Finance Ops
Revops
Intermediate

Create/update NetSuite customers every time a Salesforce account is created/updated

Details
Artisan IMG > SalesLoft (salesloft) (4e949938-8c50-47ce-83ea-75d29a2af9ef)
Artisan IMG > HubSpot (hubspot) (e4d5dcb5-2d04-460d-9091-e98e8c18e614)
Sync Salesloft People to HubSpot Contacts
Workflow
Sales
Intermediate

Syncs any updated or new people in Salesloft over to HubSpot as contacts

Details
Artisan SVG > Call Workflow (call-workflow) (flash-1)
Artisan IMG > Slack (slack) (6632c308-2cd1-4f68-8128-e521e552a66b)
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
The Employee Slack Notices Project
Project
Universal
Revops
Sales
Advanced

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

Details
Artisan IMG > Anthropic (anthropic) (5f2f368b-13f7-4d7b-8628-d0708509e112)
Artisan SVG > Call Workflow (call-workflow) (flash-1)
AI Text Classification Utility (Anthropic)
Workflow
Artificial Intelligence
Universal
Beginner

Enter your Anthropic credentials and infuse your process with AI in under 5 minutes with this AI quick start template.

Details
Artisan IMG > OpenAI (openai) (28aad8ce-5765-43fe-8b44-6ac6d98891c9)
Artisan SVG > Call Workflow (call-workflow) (flash-1)
AI Text Classification Utility (OpenAI)
Workflow
Artificial Intelligence
Universal
Beginner

Enter your OpenAI credentials and infuse your process with AI in under 5 minutes with this AI quick start template.

Details
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Artisan IMG > Slack (slack) (6632c308-2cd1-4f68-8128-e521e552a66b)
Create weekly Salesforce upcoming Renewal notifications with Slack
Workflow
Sales
Intermediate

Sends a Slack notification every week containing all upcoming accounts that are due for renewal soon

Details
Artisan SVG > Call Workflow (call-workflow) (flash-1)
Artisan SVG > JSON Transformer (json-transformer) (navigation-right-2)
Artisan SVG > Data Storage (storage) (server-edit-1)
Employee Directory Callable Lookup
Project
Universal
HR
Revops
Advanced

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

Details
Artisan IMG > Google Sheets (sheets) (a894e6ff-8a08-4375-ac35-ab9b5d2bc849)
Artisan IMG > HubSpot (hubspot) (e4d5dcb5-2d04-460d-9091-e98e8c18e614)
Export leads from a Google Sheet to HubSpot
Workflow
Revops
Intermediate

Intake leads from a Google Sheet, standardize them, and record in HubSpot

Details
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Artisan IMG > Mailchimp (mailchimp) (d70696ec-2cee-4058-bae9-c310101e1ca2)
Migrate Salesforce contacts to Mailchimp
Solution
Marketing
Advanced

Migrates contacts from Salesforce to Mailchimp

Details
Artisan IMG > NetSuite REST (netsuite) (917247fd-0fa6-4f4c-b085-3ccbdc273c4d)
Artisan IMG > Ironclad (ironclad) (cad36643-b6ac-453b-86e9-3e950e0bac8b)
Netsuite sales order from Ironclad contract
Workflow
Sales
Intermediate

Generates a sales order within Netsuite after an Ironclad contract has been completed

Details
Artisan IMG > Mustache Template (mustache) (a331733847822ca3eb04a398f842ab7b)
Artisan SVG > Send Email (send-email) (email)
Send email alert on workflow failure
Workflow
Universal
Beginner

Sends an html-formatted email notification each time a given workflow fails

Details
Artisan IMG > Ironclad (ironclad) (cad36643-b6ac-453b-86e9-3e950e0bac8b)
Artisan IMG > HubSpot (hubspot) (e4d5dcb5-2d04-460d-9091-e98e8c18e614)
Sync HubSpot deals to Ironclad contracts
Workflow
Finance Ops
Intermediate

Creates an Ironclad contract once a HubSpot deal is set to "Contract sent"

Details
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Artisan IMG > AWS S3 (aws-s3) (c579c5ba-f479-4188-a0ff-21351036740c)
Sync Salesforce files to AWS S3 backups
Workflow
Sales
Intermediate

Performs a daily sync of all files that have been added/updated in Salesforce over to AWS S3

Details
Artisan IMG > Anthropic (anthropic) (5f2f368b-13f7-4d7b-8628-d0708509e112)
Artisan SVG > Call Workflow (call-workflow) (flash-1)
AI Text Extraction Utility (Anthropic)
Workflow
Artificial Intelligence
Universal
Beginner

Enter your Anthropic credentials and infuse your process with AI in under 5 minutes with this AI quick start template.

Details
Artisan IMG > HubSpot (hubspot) (e4d5dcb5-2d04-460d-9091-e98e8c18e614)
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Collect HubSpot Form submissions
Workflow
Marketing
Advanced

Sends data from HubSpot Form submissions to a destination of your choosing

Details
Artisan IMG > Linkedin (linkedin) (98204dc0-c437-44e0-8a18-f9ae125a714f)
Collect LinkedIn lead-gen form responses
Workflow
Marketing
Advanced

Sends lead-gen form answers from LinkedIn to a destination of your choice

Details
Artisan SVG > Callable Trigger (callable-trigger) (flash-1)
Artisan SVG > Branch (branch) (hierarchy-1)
Artisan SVG > Callable response (callable-workflow-response) (upload-box-4)
Create a centralized data store
Workflow
Universal
Advanced

Share relevant data within a workflow group and manage the keys / outputs of the parent workflow

Details
Artisan IMG > Jira Cloud (jira-cloud) (74f32232-8c6c-44c5-9c3a-796e1952bb6f)
Artisan IMG > Greenhouse (greenhouse) (3cddbb11-e165-4a2f-bd1c-1f1a58fc83f0)
Create new Jira Ticket when 'hired' in Greenhouse
Workflow
HR
Intermediate

Send a new hire onboarding tasks in the form of a JIRA checklist / ticket

Details
Artisan IMG > BambooHR (bamboohr) (134605bd-dd4e-41e9-9178-da8556ddbeb3)
Artisan IMG > Office365 (office365) (e51365ed-7ba5-4121-aa07-7c79fc2f75ce)
Create O365 account when employee is added to Bamboo
Workflow
HR
Intermediate

Creates a new user in MS O365 when a new employee is added to Bamboo, and emails their credentials

Details
Artisan SVG > CSV Editor (csv) (file-table)
Artisan IMG > Marketo (marketo) (c383e0e8-7699-47c1-8543-9130b9b0a465)
Export Leads from a CSV file to Marketo
Workflow
Revops
Intermediate

Capture leads from a CSV file, then create and update contacts in Marketo

Details
Artisan IMG > Google Sheets (sheets) (a894e6ff-8a08-4375-ac35-ab9b5d2bc849)
Artisan IMG > FreshSales (freshsales) (b5b39fa9-a0f4-4ced-8fac-ef86d569c415)
Export leads from a Google Sheet to Freshsales
Workflow
Revops
Intermediate

Capture leads from a Google Sheet, then create and update contacts in Freshsales

Details
Artisan SVG > XLSX Helpers (xlsx-helpers) (file-table)
Artisan IMG > Marketo (marketo) (c383e0e8-7699-47c1-8543-9130b9b0a465)
Export leads from an Excel file to Marketo
Workflow
Revops
Intermediate

Capture leads from an Excel file, then create and update contacts in Marketo

Details
Artisan IMG > Facebook (facebook-lead-ads-trigger) (951187aa-383c-49e1-bb3d-79dfb348eb62)
Artisan IMG > Facebook (facebook) (951187aa-383c-49e1-bb3d-79dfb348eb62)
Artisan IMG > Marketo (marketo) (c383e0e8-7699-47c1-8543-9130b9b0a465)
Export Leads from Facebook to Marketo
Workflow
Revops
Intermediate

Intake leads from Facebook lead generation ads, standardize them, and record in Marketo

Details
Artisan IMG > Facebook (facebook-lead-ads-trigger) (951187aa-383c-49e1-bb3d-79dfb348eb62)
Artisan IMG > Facebook (facebook) (951187aa-383c-49e1-bb3d-79dfb348eb62)
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Export Leads from Facebook to Salesforce
Workflow
Revops
Intermediate

Capture leads from Facebook Lead Generation Ads, then create and update contacts in Salesforce

Details
Artisan IMG > Ironclad (ironclad) (cad36643-b6ac-453b-86e9-3e950e0bac8b)
Artisan IMG > HubSpot (hubspot) (e4d5dcb5-2d04-460d-9091-e98e8c18e614)
Sync Ironclad contracts to HubSpot deals
Workflow
Sales
Intermediate

Syncs contract changes and updates in Ironclad over to a matched HubSpot deal

Details
Artisan IMG > Typeform (typeform-trigger) (1e3b0d61-5019-4041-b284-4ae171fa61e7)
Artisan IMG > Google Sheets (sheets) (a894e6ff-8a08-4375-ac35-ab9b5d2bc849)
Artisan IMG > Slack (slack) (6632c308-2cd1-4f68-8128-e521e552a66b)
Add Typeform survey responses to Google Sheets
Project
Universal
Intermediate

Every time a Typeform survey is completed, store the result in a new row in Google Sheets

Details
Artisan SVG > CSV Editor (csv) (file-table)
Artisan IMG > Iterable (iterable) (ffb928bd-f458-4135-ae02-20bd93417948)
Export leads from a CSV file to Iterable
Workflow
Revops
Intermediate

Intake leads from a CSV file, standardize them, and record in Iterable

Details
Artisan SVG > CSV Editor (csv) (file-table)
Artisan IMG > Pipedrive (pipedrive) (b80da2b8-cab5-4a0a-bf53-c3e12a3b5248)
Export leads from a CSV file to Pipedrive
Workflow
Revops
Intermediate

Intake leads from a CSV file, standardize them, and record in Pipedrive

Details
Artisan SVG > CSV Editor (csv) (file-table)
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Export Leads from a CSV file to Salesforce
Workflow
Revops
Intermediate

Capture leads from a CSV file, then create and update contacts in Salesforce

Details
Artisan IMG > Google Sheets (sheets) (a894e6ff-8a08-4375-ac35-ab9b5d2bc849)
Artisan IMG > Marketo (marketo) (c383e0e8-7699-47c1-8543-9130b9b0a465)
Export leads from a Google Sheet to Marketo
Workflow
Revops
Intermediate

Capture leads from a Google Sheet, then create and update contacts in Marketo

Details
Artisan IMG > Google Sheets (sheets) (a894e6ff-8a08-4375-ac35-ab9b5d2bc849)
Artisan IMG > Pardot (pardot) (5e76324d-67b4-4034-976e-a0465bb1edc2)
Export leads from a Google Sheet to Pardot
Workflow
Revops
Intermediate

Intake leads from a Google Sheet, standardize them, and record in Pardot

Details
Artisan IMG > Google Sheets (sheets) (a894e6ff-8a08-4375-ac35-ab9b5d2bc849)
Artisan IMG > Pipedrive (pipedrive) (b80da2b8-cab5-4a0a-bf53-c3e12a3b5248)
Export leads from a Google Sheet to Pipedrive
Workflow
Revops
Intermediate

Intake leads from a Google Sheet, standardize them, and record in Pipedrive

Details
Artisan IMG > Google Sheets (sheets) (a894e6ff-8a08-4375-ac35-ab9b5d2bc849)
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Export leads from a Google Sheet to Salesforce
Workflow
Revops
Intermediate

Capture leads from a Google Sheet, then create and update contacts in Salesforce

Details
Artisan SVG > XLSX Helpers (xlsx-helpers) (file-table)
Artisan IMG > FreshSales (freshsales) (b5b39fa9-a0f4-4ced-8fac-ef86d569c415)
Export leads from an Excel file to Freshsales
Workflow
Revops
Intermediate

Capture leads from an Excel file, then create and update contacts in Freshsales

Details
Artisan IMG > Facebook (facebook-lead-ads-trigger) (951187aa-383c-49e1-bb3d-79dfb348eb62)
Artisan IMG > Facebook (facebook) (951187aa-383c-49e1-bb3d-79dfb348eb62)
Artisan IMG > Pardot (pardot) (5e76324d-67b4-4034-976e-a0465bb1edc2)
Export leads from Facebook to Pardot
Workflow
Revops
Intermediate

Intake leads from Facebook lead generation ads, standardize them, and record in Pardot

Details
Artisan IMG > Linkedin (linkedin) (98204dc0-c437-44e0-8a18-f9ae125a714f)
Artisan IMG > HubSpot (hubspot) (e4d5dcb5-2d04-460d-9091-e98e8c18e614)
Export leads from LinkedIn to HubSpot
Workflow
Revops
Intermediate

Capture leads from a LinkedIn Lead Generation Ad, then create and update contacts in HubSpot

Details
Artisan IMG > Linkedin (linkedin) (98204dc0-c437-44e0-8a18-f9ae125a714f)
Artisan IMG > Pipedrive (pipedrive) (b80da2b8-cab5-4a0a-bf53-c3e12a3b5248)
Export leads from LinkedIn to Pipedrive
Workflow
Revops
Intermediate

Intake leads from LinkedIn Lead generation ad, standardize them, and record in Pipedrive

Details
Artisan IMG > Linkedin (linkedin) (98204dc0-c437-44e0-8a18-f9ae125a714f)
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Export leads from LinkedIn to Salesforce
Workflow
Revops
Intermediate

Capture leads from a LinkedIn Lead Generation Ad, then create and update contacts in Salesforce

Details
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Artisan IMG > Google Sheets (sheets) (a894e6ff-8a08-4375-ac35-ab9b5d2bc849)
Export Salesforce query to existing Google Sheet
Workflow
Sales
Intermediate

Executes a query for specific records, then compiles them into an existing Google Sheet

Details
Artisan IMG > Zendesk (zendesk) (360aeaf0-42aa-49c1-bda5-d04f69ee7ac4)
Artisan IMG > Slack (slack) (6632c308-2cd1-4f68-8128-e521e552a66b)
Notify Slack with Zendesk ticket info
Workflow
Sales
Intermediate

When a Zendesk ticket is created or updated, send appropriate info to Slack

Details
Artisan SVG > Data Storage (storage) (server-edit-1)
Artisan SVG > Loop Collection (loop) (synchronize-1)
Artisan SVG > Boolean Condition (boolean-condition) (split)
Queuing Architecture Builder Workshop
Project
Universal
Intermediate

Use this queuing architecture along with the builder workshop to jumpstart your automation practice

Details
Artisan IMG > Typeform (typeform-trigger) (1e3b0d61-5019-4041-b284-4ae171fa61e7)
Artisan IMG > Google Sheets (sheets) (a894e6ff-8a08-4375-ac35-ab9b5d2bc849)
Sync Typeform responses to Google Sheets (Embedded quickstart tutorial)
Solution
Universal
Beginner

Every time a Typeform survey is submitted the answers are stored in a Google Sheet

Details
Artisan SVG > Webhook (webhook) (globe-2)
Artisan SVG > Object Helpers (object-helpers) (box-3)
Collect Google Form responses
Workflow
Universal
Beginner

Takes Google Form submission data and formats it for use

Details
Artisan SVG > CSV Editor (csv) (file-table)
Artisan IMG > FreshSales (freshsales) (b5b39fa9-a0f4-4ced-8fac-ef86d569c415)
Export Leads from a CSV file to Freshsales
Workflow
Revops
Intermediate

Capture leads from a CSV file, then create and update contacts in Freshsales

Details
Artisan SVG > CSV Editor (csv) (file-table)
Artisan IMG > Pardot (pardot) (5e76324d-67b4-4034-976e-a0465bb1edc2)
Export leads from a CSV file to Pardot
Workflow
Revops
Intermediate

Intake leads from a CSV file, standardize them, and record in Pardot

Details
Artisan SVG > CSV Editor (csv) (file-table)
Artisan IMG > Zoho (zoho) (6aa17568-6186-4671-b06c-095397728b48)
Export leads from a CSV file to Zoho
Workflow
Revops
Intermediate

Intake leads from a CSV file, standardize them, and record in Zoho CRM

Details
Artisan IMG > Google Sheets (sheets) (a894e6ff-8a08-4375-ac35-ab9b5d2bc849)
Artisan IMG > Iterable (iterable) (ffb928bd-f458-4135-ae02-20bd93417948)
Export leads from a Google Sheet to Iterable
Workflow
Revops
Intermediate

Intake leads from a Google Sheet, standardize them, and record in Iterable

Details
Artisan IMG > Google Sheets (sheets) (a894e6ff-8a08-4375-ac35-ab9b5d2bc849)
Artisan IMG > Zoho (zoho) (6aa17568-6186-4671-b06c-095397728b48)
Export leads from a Google Sheet to Zoho
Workflow
Revops
Intermediate

Intake leads from a Google Sheet, standardize them, and record in Zoho CRM

Details
Artisan SVG > Webhook (webhook) (globe-2)
Artisan IMG > FreshSales (freshsales) (b5b39fa9-a0f4-4ced-8fac-ef86d569c415)
Export leads from a Webhook to Freshsales
Workflow
Revops
Intermediate

Capture leads from a Webhook, then create and update contacts in Freshsales

Details
Artisan SVG > Webhook (webhook) (globe-2)
Artisan IMG > Iterable (iterable) (ffb928bd-f458-4135-ae02-20bd93417948)
Export Leads from a Webhook to Iterable
Workflow
Revops
Intermediate

Intake leads from a Webhook, standardize them, and record in Iterable

Details
Artisan SVG > Webhook (webhook) (globe-2)
Artisan IMG > Pipedrive (pipedrive) (b80da2b8-cab5-4a0a-bf53-c3e12a3b5248)
Export leads from a Webhook to Pipedrive
Workflow
Revops
Intermediate

Intake leads from a Webhook, standardize them, and record in Pipedrive

Details
Artisan SVG > Webhook (webhook) (globe-2)
Artisan IMG > Zoho (zoho) (6aa17568-6186-4671-b06c-095397728b48)
Export leads from a Webhook to Zoho
Workflow
Revops
Intermediate

Intake leads from a Webhook, standardize them, and record in Zoho CRM

Details
Artisan SVG > XLSX Helpers (xlsx-helpers) (file-table)
Artisan IMG > Iterable (iterable) (ffb928bd-f458-4135-ae02-20bd93417948)
Export leads from an Excel file to Iterable
Workflow
Revops
Intermediate

Intake leads from an Excel file, standardize them, and record in Iterable

Details
Artisan SVG > XLSX Helpers (xlsx-helpers) (file-table)
Artisan IMG > Pardot (pardot) (5e76324d-67b4-4034-976e-a0465bb1edc2)
Export leads from an Excel file to Pardot
Workflow
Revops
Intermediate

Intake leads from an Excel file, standardize them, and record in Pardot

Details
Artisan SVG > XLSX Helpers (xlsx-helpers) (file-table)
Artisan IMG > Zoho (zoho) (6aa17568-6186-4671-b06c-095397728b48)
Export leads from an Excel file to Zoho
Workflow
Revops
Intermediate

Intake leads from an Excel file, standardize them, and record in Zoho CRM

Details
Artisan IMG > Facebook (facebook-lead-ads-trigger) (951187aa-383c-49e1-bb3d-79dfb348eb62)
Artisan IMG > Facebook (facebook) (951187aa-383c-49e1-bb3d-79dfb348eb62)
Artisan IMG > FreshSales (freshsales) (b5b39fa9-a0f4-4ced-8fac-ef86d569c415)
Export leads from Facebook to Freshsales
Workflow
Revops
Intermediate

Capture leads from a Facebook Lead Generation Ad, then create and update contacts in Freshsales

Details
Artisan IMG > Facebook (facebook-lead-ads-trigger) (951187aa-383c-49e1-bb3d-79dfb348eb62)
Artisan IMG > Facebook (facebook) (951187aa-383c-49e1-bb3d-79dfb348eb62)
Artisan IMG > HubSpot (hubspot) (e4d5dcb5-2d04-460d-9091-e98e8c18e614)
Export leads from Facebook to HubSpot
Workflow
Revops
Intermediate

Capture leads from Facebook Lead Generation Ads, then create and update contacts in HubSpot

Details
Artisan IMG > Facebook (facebook-lead-ads-trigger) (951187aa-383c-49e1-bb3d-79dfb348eb62)
Artisan IMG > Facebook (facebook) (951187aa-383c-49e1-bb3d-79dfb348eb62)
Artisan IMG > Iterable (iterable) (ffb928bd-f458-4135-ae02-20bd93417948)
Export Leads from Facebook to Iterable
Workflow
Revops
Intermediate

Intake leads from Facebook lead generation ads, standardize them, and record in Iterable

Details
Artisan IMG > Facebook (facebook-lead-ads-trigger) (951187aa-383c-49e1-bb3d-79dfb348eb62)
Artisan IMG > Facebook (facebook) (951187aa-383c-49e1-bb3d-79dfb348eb62)
Artisan IMG > Pipedrive (pipedrive) (b80da2b8-cab5-4a0a-bf53-c3e12a3b5248)
Export leads from Facebook to Pipedrive
Workflow
Revops
Intermediate

Intake leads from Facebook lead generation ads, standardize them, and record in Pipedrive

Details
Artisan IMG > Facebook (facebook-lead-ads-trigger) (951187aa-383c-49e1-bb3d-79dfb348eb62)
Artisan IMG > Facebook (facebook) (951187aa-383c-49e1-bb3d-79dfb348eb62)
Artisan IMG > Zoho (zoho) (6aa17568-6186-4671-b06c-095397728b48)
Export leads from Facebook to Zoho
Workflow
Revops
Intermediate

Intake leads from Facebook lead generation ads, standardize them, and record in Zoho CRM

Details
Artisan IMG > Linkedin (linkedin) (98204dc0-c437-44e0-8a18-f9ae125a714f)
Artisan IMG > FreshSales (freshsales) (b5b39fa9-a0f4-4ced-8fac-ef86d569c415)
Export leads from Linkedin to Freshsales
Workflow
Revops
Intermediate

Intake leads from LinkedIn lead generation ad, standardize them, and record in Freshsales

Details
Artisan IMG > Linkedin (linkedin) (98204dc0-c437-44e0-8a18-f9ae125a714f)
Artisan IMG > Iterable (iterable) (ffb928bd-f458-4135-ae02-20bd93417948)
Export leads from Linkedin to Iterable
Workflow
Revops
Intermediate

Intake leads from LinkedIn Lead generation ad, standardize them, and record in Iterable

Details
Artisan IMG > Linkedin (linkedin) (98204dc0-c437-44e0-8a18-f9ae125a714f)
Artisan IMG > Marketo (marketo) (c383e0e8-7699-47c1-8543-9130b9b0a465)
Export leads from LinkedIn to Marketo
Workflow
Revops
Intermediate

Capture leads from a LinkedIn Lead Generation Ad, then create and update contacts in Marketo

Details
Artisan IMG > Linkedin (linkedin) (98204dc0-c437-44e0-8a18-f9ae125a714f)
Artisan IMG > Zoho (zoho) (6aa17568-6186-4671-b06c-095397728b48)
Export leads from LinkedIn to Zoho
Workflow
Revops
Intermediate

Intake leads from LinkedIn Lead Generation Ad, standardize them, and record in Zoho CRM

Details
Artisan IMG > Google Sheets (sheets) (a894e6ff-8a08-4375-ac35-ab9b5d2bc849)
Artisan IMG > Slack (slack) (6632c308-2cd1-4f68-8128-e521e552a66b)
Artisan SVG > Call Workflow (call-workflow) (flash-1)
IT License Optimization Builder Workshop Template
Project
IT
Universal
Intermediate

Use this project to build out a license optimization practice

Details
Artisan IMG > Google Sheets (sheets) (a894e6ff-8a08-4375-ac35-ab9b5d2bc849)
Artisan IMG > Mailchimp (mailchimp) (d70696ec-2cee-4058-bae9-c310101e1ca2)
Migrate Google Sheets contacts to Mailchimp
Solution
Marketing
Advanced

Migrate contacts stored in Google Sheets to a Mailchimp list

Details
Artisan IMG > Mailchimp (mailchimp) (d70696ec-2cee-4058-bae9-c310101e1ca2)
Artisan IMG > Google Sheets (sheets) (a894e6ff-8a08-4375-ac35-ab9b5d2bc849)
Migrate Mailchimp contacts to Google Sheets
Solution
Marketing
Advanced

Migrate contacts from a Mailchimp list to a Google Worksheet

Details
Artisan IMG > Linkedin (linkedin-trigger) (98204dc0-c437-44e0-8a18-f9ae125a714f)
Artisan IMG > Linkedin (linkedin) (98204dc0-c437-44e0-8a18-f9ae125a714f)
On LinkedIn ad form submit, capture and format lead
Workflow
Revops
Marketing
Beginner

Use this template as a generic template to easily capture leads from all LinkedIn campaigns under a given account

Details
Artisan SVG > Form Trigger (form-trigger) (file-checklist)
Artisan SVG > Email (email-trigger) (email-2)
Secure your Tray form submissions with email verification
Project
Security
Intermediate

Secure your Tray form submissions with email verification

Details
Artisan IMG > GraphQL Client (graphql-client) (078cae9b-e404-4833-a324-f26421ee4876)
Artisan IMG > Mustache Template (mustache) (a331733847822ca3eb04a398f842ab7b)
Artisan SVG > Send Email (send-email) (email)
Send email alert on solution failure
Workflow
Universal
Advanced

Sends an html-formatted email notification each time a solution fails

Details
Artisan IMG > Data Tables (data-tables) (b7dad94b-0d37-446b-8e09-f2022e72fb16)
Artisan SVG > Call Workflow (call-workflow) (flash-1)
Artisan SVG > Data Mapper (data-mapper) (cross-over)
Static Lookup Tables using Data Tables
Project
Universal
Intermediate

Leverage the power of data tables to take your static lookup tables to the next level

Details
Artisan IMG > Airtable (airtable) (8fbf07b0-8fe6-49c3-b56f-0b39b93a8f0f)
Artisan IMG > Nimble (nimble) (39ba6251-a746-4b2b-a941-d19615236257)
Sync Airtable records to Nimble EForms
Project
Revops
Intermediate

Synchronize Airtable records with your Nimble EForms

Details
Artisan IMG > Asana (asana) (f018361c-6de1-4880-b44f-086d4bcda335)
Artisan IMG > Nimble (nimble) (39ba6251-a746-4b2b-a941-d19615236257)
Sync Asana tasks to Nimble EForms
Project
Universal
Intermediate

Sync Asana tasks to Nimble EForms

Details
Artisan IMG > HubSpot (hubspot) (e4d5dcb5-2d04-460d-9091-e98e8c18e614)
Artisan IMG > SalesLoft (salesloft) (4e949938-8c50-47ce-83ea-75d29a2af9ef)
Sync HubSpot companies to Salesloft accounts
Workflow
Marketing
Intermediate

Syncs any updated or new companies in HubSpot over to Salesloft as accounts

Details
Artisan IMG > HubSpot (hubspot) (e4d5dcb5-2d04-460d-9091-e98e8c18e614)
Artisan IMG > SalesLoft (salesloft) (4e949938-8c50-47ce-83ea-75d29a2af9ef)
Sync HubSpot contacts to Salesloft people
Workflow
Marketing
Revops
Sales
Intermediate

Syncs any updated or new contacts in Hubspot over to Salesloft as people

Details
Artisan IMG > Jira Cloud (jira-cloud) (74f32232-8c6c-44c5-9c3a-796e1952bb6f)
Artisan IMG > Nimble (nimble) (39ba6251-a746-4b2b-a941-d19615236257)
Sync Jira issues to Nimble EForms
Project
Universal
Intermediate

Sync Jira issues to Nimble EForms

Details
Artisan IMG > Outreach (outreach-trigger) (a4805c6e-3d87-4b86-9d01-575df76d7ea2)
Artisan IMG > Outreach (outreach) (a4805c6e-3d87-4b86-9d01-575df76d7ea2)
Artisan IMG > HubSpot (hubspot) (e4d5dcb5-2d04-460d-9091-e98e8c18e614)
Sync Outreach activities to Hubspot as engagements
Project
Revops
Sales
Intermediate

Sync tasks, mailings, and calls from Outreach to Hubspot as engagements

Details
Artisan IMG > SalesLoft (salesloft) (4e949938-8c50-47ce-83ea-75d29a2af9ef)
Artisan IMG > HubSpot (hubspot) (e4d5dcb5-2d04-460d-9091-e98e8c18e614)
Sync Salesloft Accounts to HubSpot Companies
Workflow
Marketing
Intermediate

Syncs any updated or new accounts in Salesloft over to HubSpot as companies

Details
Artisan SVG > Call Workflow (call-workflow) (flash-1)
Artisan SVG > Script (script) (file-format-javascript)
Venn list compare: Compare two arrays of objects and return shared and exclusive items
Workflow
Universal
Beginner

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

Details
Artisan SVG > Loop Collection (loop) (synchronize-1)
Artisan SVG > Data Storage (storage) (server-edit-1)
Artisan SVG > Boolean Condition (boolean-condition) (split)
Advanced Architecture Example: Polling with Pagination with Graceful Failure
Snippet
Universal
Advanced

Three core architectural components working together in one snippet

Details
Artisan SVG > Script (script) (file-format-javascript)
Artisan SVG > Call Workflow (call-workflow) (flash-1)
Callable Workflow Input and Output Schema Generator
Snippet
Universal
Advanced

Take an example object and generate an input or output schema from that object for updating callable workflow schemas

Details
Artisan SVG > Boolean Condition (boolean-condition) (split)
Check for NULL or BLANK values
Snippet
Universal
Beginner

Runs against values where the path exists but the value is null or empty

Details
Artisan SVG > Script (script) (file-format-javascript)
Artisan SVG > Object Helpers (object-helpers) (box-3)
Compare the Schema of Two Objects
Snippet
Universal
Intermediate

Use this snippet to test if two schemas are the exact same or not

Details
Artisan SVG > Script (script) (file-format-javascript)
Artisan IMG > Slack (slack) (6632c308-2cd1-4f68-8128-e521e552a66b)
Convert Markdown to Slack Markdown
Snippet
Universal
Beginner

Convert standard markdown to Slack Markdown

Details
Artisan SVG > Script (script) (file-format-javascript)
Convert Salesforce 15 character ID to 18 characters
Snippet
Universal
Revops
Sales
Intermediate

Reformat a Salesforce ID to the full 18 character id

Details
Artisan IMG > Google Sheets (sheets) (a894e6ff-8a08-4375-ac35-ab9b5d2bc849)
Artisan SVG > JSON Transformer (json-transformer) (navigation-right-2)
Artisan IMG > Gmail (gmail) (a73616ca-6c58-48ad-a422-7f4fd5b0a792)
Create a list of dynamic emails for sending a message
Snippet
Universal
Intermediate

Pull a list of emails and formats them for sending a message

Details
Artisan IMG > Slack (slack) (6632c308-2cd1-4f68-8128-e521e552a66b)
Artisan IMG > Mustache Template (mustache) (a331733847822ca3eb04a398f842ab7b)
Create a Slack Modal
Snippet
Universal
Advanced

Quickest way to get started with a Slack modal

Details
Artisan SVG > Http Client (http-client) (globe-2)
Artisan SVG > Data Storage (storage) (server-edit-1)
Create a User Alias in Google Workspaces
Snippet
HR
Security
Intermediate

Use our universal connector to create a User Alias in Google Workspaces

Details
Artisan SVG > Http Client (http-client) (globe-2)
Create Contact in Job Nimbus
Snippet
Marketing
Beginner

Universal connectivity for Job Nimbus

Details
Artisan SVG > Text Helpers (text-helpers) (text)
Artisan IMG > Google Sheets (sheets) (a894e6ff-8a08-4375-ac35-ab9b5d2bc849)
Create Google Sheet CSV Download Link
Snippet
Universal
Beginner

Get a CSV download link for any Google sheet

Details
Artisan IMG > GraphQL Client (graphql-client) (078cae9b-e404-4833-a324-f26421ee4876)
Create User Token
Snippet
Tray API
Advanced

Preformatted GraphQL snippet - a key Tray API building block

Details
Artisan SVG > Http Client (http-client) (globe-2)
Artisan IMG > Mustache Template (mustache) (a331733847822ca3eb04a398f842ab7b)
Example - Mapping Data to HTTP Client
Snippet
Universal
Beginner

Three of the options for mapping data to an HTTP Client (universal connector)

Details
Artisan SVG > Text Helpers (text-helpers) (text)
Artisan SVG > JSON Transformer (json-transformer) (navigation-right-2)
Extract Emails from Text
Snippet
Universal
Beginner

Search any body of text and pull out the emails

Details
Artisan SVG > Terminate (terminate) (remove-circle-1)
Failure with message
Snippet
Universal
Beginner

Intentionally fail the workflow and provides and error message

Details
Artisan IMG > OpenAI (openai) (28aad8ce-5765-43fe-8b44-6ac6d98891c9)
Artisan SVG > Script (script) (file-format-javascript)
Artisan SVG > JSON Transformer (json-transformer) (navigation-right-2)
Filter a list with AI
Snippet
Universal
Advanced

Filter a data set using declarative language and AI

Details
Artisan SVG > Script (script) (file-format-javascript)
Find keywords in any string
Snippet
Universal
Intermediate

Search for a list of keywords in any string

Details
Artisan SVG > Script (script) (file-format-javascript)
Flatten Objects
Snippet
Universal
Intermediate

Tools to flatten the object structure of single objects OR a list of objects

Details
Artisan SVG > JSON Transformer (json-transformer) (navigation-right-2)
Force an Array Object Structure
Snippet
Universal
Intermediate

Make sure data is passed downstream as an array (even if it is one item)

Details
Artisan SVG > Script (script) (file-format-javascript)
Format number with commas
Snippet
Universal
Beginner

Format a number so that it reads easier

Details
Artisan SVG > Http Client (http-client) (globe-2)
Get a specific Slack Message
Snippet
Universal
Beginner

Get a precise slack message - regardless if it is threaded or unthreaded

Details
Artisan IMG > GraphQL Client (graphql-client) (078cae9b-e404-4833-a324-f26421ee4876)
Get all authentications for an End User
Snippet
Tray API
Advanced

Preformatted GraphQL snippet - a key Tray API building block

Details
Artisan IMG > GraphQL Client (graphql-client) (078cae9b-e404-4833-a324-f26421ee4876)
Get all solution instances for an End User
Snippet
Tray API
Advanced

Preformatted GraphQL snippet - a key Tray API building block

Details
Artisan IMG > GraphQL Client (graphql-client) (078cae9b-e404-4833-a324-f26421ee4876)
Get all Tray End Users
Snippet
Tray API
Advanced

use this architecture to get all end users related to your solutions - includes pagination logic

Details
Artisan SVG > Python Script (python-script) (file-format-py)
Get Calling Workflow UUID
Snippet
Universal
Advanced

You can easily parse the calling workflow UUID for use downstream

Details
Artisan SVG > Script (script) (file-format-javascript)
Get list of dates between start and end date
Snippet
Universal
Intermediate

Get an array of all the dates between a start and end date

Details
Artisan IMG > OpenAI (openai) (28aad8ce-5765-43fe-8b44-6ac6d98891c9)
Artisan SVG > Http Client (http-client) (globe-2)
Artisan SVG > Object Helpers (object-helpers) (box-3)
Get Reproducible Outputs with OpenAI
Snippet
Artificial Intelligence
Universal
Advanced

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.

Details
Artisan SVG > Http Client (http-client) (globe-2)
Get Slack Message Permalink
Snippet
Universal
Beginner

Get the permalink for any Slack message

Details
Artisan IMG > GraphQL Client (graphql-client) (078cae9b-e404-4833-a324-f26421ee4876)
Get specific End Users and completely delete them
Snippet
Tray API
Advanced

Preformatted GraphQL snippet - a key Tray API building block

Details
Artisan IMG > OpenAI (openai) (28aad8ce-5765-43fe-8b44-6ac6d98891c9)
Getting Started: OpenAI
Snippet
Universal
Beginner

Pre-formatted, basic OpenAI connector to help you get started

Details
Artisan IMG > Slack (slack) (6632c308-2cd1-4f68-8128-e521e552a66b)
Artisan IMG > Mustache Template (mustache) (a331733847822ca3eb04a398f842ab7b)
Artisan SVG > Object Helpers (object-helpers) (box-3)
Getting Started: Slack Blocks
Snippet
Universal
Intermediate

Preformatted, adaptable blocks template - works well with Slack's block kit builder

Details
Artisan SVG > Loop Collection (loop) (synchronize-1)
Artisan SVG > Data Storage (storage) (server-edit-1)
Artisan SVG > Boolean Condition (boolean-condition) (split)
Graceful Failure Architecture
Snippet
Universal
Advanced

Save failures so that they don't interrupt workflows from finishing

Details
Artisan SVG > Branch (branch) (hierarchy-1)
Artisan SVG > Data Storage (storage) (server-edit-1)
Artisan SVG > Text Helpers (text-helpers) (text)
Handle any type of data
Snippet
Universal
Intermediate

Whether you pass an object, string, or array into this snippet, you will be able to process it

Details
Artisan SVG > Script (script) (file-format-javascript)
Artisan SVG > Math Helpers (math-helpers) (calculator-1)
Artisan SVG > Loop Collection (loop) (synchronize-1)
Handle Large Volumes of Data via Data Storage
Snippet
Universal
Advanced

Extend the functional size of data storage

Details
Artisan SVG > Boolean Condition (boolean-condition) (split)
Logic for empty OR null value
Snippet
Universal
Beginner

Pre-formatted boolean for NULL or empty string value

Details
Artisan SVG > Loop Collection (loop) (synchronize-1)
Artisan SVG > Boolean Condition (boolean-condition) (split)
Loop with Boolean
Snippet
Universal
Beginner

A common building pattern for working with lists/arrays

Details
Artisan SVG > Boolean Condition (boolean-condition) (split)
Map - Opposite of True/False Value
Snippet
Universal
Beginner

Get the opposite of a True/False value regardless of how the original one is formatted

Details
Artisan SVG > Object Helpers (object-helpers) (box-3)
Artisan SVG > List Helpers (list-helpers) (view-headline)
Artisan SVG > Data Mapper (data-mapper) (cross-over)
Map any Country Code to Country Name
Snippet
Universal
Beginner

Map from two character country codes to country names easily

Details
Artisan SVG > Object Helpers (object-helpers) (box-3)
Artisan SVG > JSON Transformer (json-transformer) (navigation-right-2)
Map values of an Array to a custom array of Objects
Snippet
Universal
Intermediate

Map a list of values into any object structure to match the needs of a virtually any API

Details
Artisan SVG > Script (script) (file-format-javascript)
Mask an object's properties with an example object
Snippet
Universal
Advanced

Apply a mask, or filter, to an object using an example object

Details
Artisan SVG > Data Storage (storage) (server-edit-1)
Artisan SVG > Loop Collection (loop) (synchronize-1)
Artisan SVG > Boolean Condition (boolean-condition) (split)
Polling Architecture
Snippet
Universal
Intermediate

Simplified polling architecture - a key concept for working with API's

Details
Artisan SVG > CSV Reader (csv-reader) (file-binary-search)
Artisan SVG > Loop Collection (loop) (synchronize-1)
Artisan SVG > Boolean Condition (boolean-condition) (split)
Query Large CSV Files
Snippet
Universal
Advanced

Ingest a large CSV (can handle millions of rows) and query against it like a database

Details
Artisan SVG > Call Workflow (call-workflow) (flash-1)
Artisan SVG > Data Storage (storage) (server-edit-1)
Artisan SVG > Loop Collection (loop) (synchronize-1)
Recursive Workflow with Threading Limits
Snippet
Universal
Advanced

Excellent example of Recursive and Threading architecture

Details
Artisan IMG > AWS (aws) (f69d4c31-0e50-4f77-91c4-a2c770727851)
Artisan SVG > Script (script) (file-format-javascript)
Artisan SVG > Object Helpers (object-helpers) (box-3)
Remove PII for Safe Processing
Snippet
Universal
Intermediate

Use AWS to identify and remove any PII from your data before processing

Details
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Salesforce Trigger setup
Snippet
Revops
Sales
Beginner

Best practice setup for when using any Salesforce Trigger operation

Details
Artisan SVG > Loop Collection (loop) (synchronize-1)
Artisan SVG > Break Loop (break-loop) (arrow-return)
Artisan SVG > Boolean Condition (boolean-condition) (split)
Step Retry Architecture
Snippet
Universal
Advanced

How to create a step retry logic for a 3rd party connector

Details
Artisan IMG > OpenAI (openai) (28aad8ce-5765-43fe-8b44-6ac6d98891c9)
Artisan IMG > Slack (slack) (6632c308-2cd1-4f68-8128-e521e552a66b)
Artisan SVG > Http Client (http-client) (globe-2)
Use AI to Review Messages and Reply
Snippet
Artificial Intelligence
Universal
Advanced

Allows you to build your first AI chatbot with context

Details
Artisan SVG > Script (script) (file-format-javascript)
Weekdays between two dates
Snippet
Universal
Intermediate

Get a count of the weekdays days between any two dates

Details