All Templates

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

AWS S3
CSV Editor
Extract and transform CSV data from AWS S3

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

AWS S3CSV EditorUniversal
Details
AWS S3
CSV Editor
Extract AWS S3 data as JSON

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

AWS S3CSV EditorUniversal
Details
CSV Editor
Create a CSV file from JSON

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

CSV EditorUniversal
Details
Salesforce
Slack
Notify Slack when Salesforce opp is "Closed Won"

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

SalesforceSlackSales
Details
Google Sheets
Check for new data in Google Sheets

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

Google SheetsUniversal
Details
Linkedin
Collect LinkedIn lead-gen form responses

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

LinkedinMarketing
Details
Slack
Send Slack alert on workflow failure

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

SlackUniversal
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Salesforce
Paginate through Salesforce Records

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

SalesforceSales
Details
Salesforce
NetSuite SOAP
Create Netsuite Sales Order when Salesforce opp is "Closed Won"

Creates a Sales order in Netsuite when an opportunity is successfully closed in Salesforce

SalesforceNetSuite SOAPSales
Details
NetSuite SOAP
Google Sheets
Export SuiteQL response to Google Sheets

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

NetSuite SOAPGoogle SheetsFinance Ops
Details
Salesforce
CSV Editor
Extract Salesforce records and email as CSV

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

SalesforceCSV EditorSales
Details
Salesforce
NetSuite SOAP
Sync Salesforce accounts to Netsuite customers

Syncs all updated or new accounts in Salesforce over to Netsuite as customers

SalesforceNetSuite SOAPSales
Details
Salesforce
AWS S3
Sync Salesforce files to AWS S3 backups

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

SalesforceAWS S3Sales
Details
NetSuite SOAP
Google Sheets
Build a report from saved Netsuite search

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

NetSuite SOAPGoogle SheetsMarketing
Details
Ironclad
HubSpot
Sync Hubspot deals to Ironclad contracts

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

IroncladHubSpotFinance Ops
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HubSpot
Salesforce
Collect Hubspot Form submissions

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

HubSpotSalesforceMarketing
Details
Salesforce
Google Sheets
Export Salesforce query to new Google Sheet

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

SalesforceGoogle SheetsSales
Details
Slack
Slack keyword alert

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

SlackSecurity
Details
Ironclad
HubSpot
Sync Ironclad contracts to Hubspot deals

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

IroncladHubSpotSales
Details
Webhook
Object Helper
Collect Google Form responses

Takes Google Form submission data and formats it for use

WebhookObject HelperUniversal
Details
Mustache Template
Send Email
Send email alert on workflow failure

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

Mustache TemplateSend EmailUniversal
Details
Getty
Bynder
Sync purchased images from Getty to Bynder

Automatically transfers your purchased Getty images to Bynder

GettyBynderMarketing
Details
Webhook
Salesforce
Export leads from a Webhook to Salesforce

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

WebhookSalesforceRevops
Details
Salesforce
QuickBooks
Sync Salesforce products to Quickbooks items

Updates Quickbooks Online items on Salesforce products changes

SalesforceQuickBooksSales
Details
Slack
Google Sheets
Collect Response from a Slack Modal

Presents users with a form in Slack and then collects the response from this form and stores it in a database

SlackGoogle SheetsUniversal
Details
Salesforce
Slack
Create Salesforce accts / opps with Slack modal

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

SalesforceSlackSales
Details
Salesforce
Google Sheets
Export Salesforce query to existing Google Sheet

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

SalesforceGoogle SheetsSales
Details
G Suite
Slack
Create Google Account

Automatically creates a G-Suite account for new hires

G SuiteSlackHR
Details
BambooHR
Google Sheets
Upload list of employees to Bamboo

Adds new employees from a Google Sheet to BambooHR

BambooHRGoogle SheetsHR
Details
XLSX Helpers
Salesforce
Export leads from an Excel file to Salesforce

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

XLSX HelpersSalesforceRevops
Details
Zendesk
Slack
Notify Slack with Zendesk ticket info

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

ZendeskSlackSales
Details
BambooHR
Slack
Greenhouse
Create new hire in Bamboo when 'hired' in Greenhouse

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

BambooHRSlackGreenhouseHR
Details
Salesforce
QuickBooks
Create Quickbooks invoice when Salesforce opp is "Closed Won"

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

SalesforceQuickBooksSales
Details
Facebook
Facebook
Pardot
Export leads from Facebook to Pardot

Intake leads from Facebook, standardize them, and record in Pardot

FacebookFacebookPardotRevops
Details
Linkedin
Pardot
Export leads from LinkedIn to Pardot

Intake leads from LinkedIn, standardize them, and record in Pardot

LinkedinPardotRevops
Details
NetSuite SOAP
Ironclad
Netsuite sales order from Ironclad contract

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

NetSuite SOAPIroncladSales
Details
SalesLoft
HubSpot
Sync Salesloft People to Hubspot Contacts

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

SalesLoftHubSpotSales
Details
Callable Trigger
Branch
Callable response
Create a centralized data store

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

Callable TriggerBranchCallable responseUniversal
Details
Jira Cloud
Greenhouse
Create new Jira Ticket when 'hired' in Greenhouse

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

Jira CloudGreenhouseHR
Details
BambooHR
Office365
Create O365 account when employee is added to Bamboo

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

BambooHROffice365HR
Details
Salesforce
Slack
Create weekly Salesforce upcoming Renewal notifications with Slack

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

SalesforceSlackSales
Details
Webhook
FreshSales
Export leads from a Webhook to Freshsales

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

WebhookFreshSalesRevops
Details
Google Sheets
FreshSales
Export leads from Google Sheet to Freshsales

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

Google SheetsFreshSalesRevops
Details
Linkedin
HubSpot
Export leads from LinkedIn to Hubspot

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

LinkedinHubSpotRevops
Details
XLSX Helpers
FreshSales
Export leads from an Excel file to Freshsales

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

XLSX HelpersFreshSalesRevops
Details
XLSX Helpers
HubSpot
Export leads from an Excel file to Hubspot

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

XLSX HelpersHubSpotRevops
Details
XLSX Helpers
Marketo
Export leads from an Excel file to Marketo

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

XLSX HelpersMarketoRevops
Details
CSV Editor
Pardot
Export leads from CSV to Pardot

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

CSV EditorPardotRevops
Details
CSV Editor
Pipedrive
Export leads from CSV to Pipedrive

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

CSV EditorPipedriveRevops
Details
XLSX Helpers
Zoho
Export leads from Excel to Zoho

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

XLSX HelpersZohoRevops
Details
Facebook
Facebook
Marketo
Export Leads from Facebook to Marketo

Intake leads from Facebook, standardize them, and record in Marketo

FacebookFacebookMarketoRevops
Details
Facebook
Facebook
Salesforce
Export Leads from Facebook to Salesforce

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

FacebookFacebookSalesforceRevops
Details
Google Sheets
HubSpot
Export leads from Google Sheet to HubSpot

Intake leads from GSheet, standardize them, and record in HubSpot

Google SheetsHubSpotRevops
Details
Linkedin
Marketo
Export leads from LinkedIn to Marketo

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

LinkedinMarketoRevops
Details
Linkedin
Salesforce
Export leads from LinkedIn to Salesforce

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

LinkedinSalesforceRevops
Details
Webhook
Pardot
Export Leads from Webhook to Pardot

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

WebhookPardotRevops
Details
Webhook
Pipedrive
Export leads from Webhook to Pipedrive

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

WebhookPipedriveRevops
Details
HubSpot
SalesLoft
Sync HubSpot companies to Salesloft accounts

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

HubSpotSalesLoftMarketing
Details
SalesLoft
HubSpot
Sync Salesloft Accounts to HubSpot Companies

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

SalesLoftHubSpotMarketing
Details
Webhook
HubSpot
Export leads from a Webhook to Hubspot

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

WebhookHubSpotRevops
Details
Webhook
Marketo
Export leads from a Webhook to Marketo

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

WebhookMarketoRevops
Details
CSV Editor
HubSpot
Export leads from CSV file to Hubspot

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

CSV EditorHubSpotRevops
Details
CSV Editor
FreshSales
Export Leads from CSV to Freshsales

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

CSV EditorFreshSalesRevops
Details
CSV Editor
Iterable
Export leads from CSV to Iterable

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

CSV EditorIterableRevops
Details
CSV Editor
Marketo
Export Leads from CSV to Marketo

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

CSV EditorMarketoRevops
Details
CSV Editor
Salesforce
Export Leads from CSV to Salesforce

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

CSV EditorSalesforceRevops
Details
CSV Editor
Zoho
Export leads from CSV to Zoho

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

CSV EditorZohoRevops
Details
XLSX Helpers
Iterable
Export leads from Excel to Iterable

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

XLSX HelpersIterableRevops
Details
XLSX Helpers
Pardot
Export leads from Excel to Pardot

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

XLSX HelpersPardotRevops
Details
XLSX Helpers
Pipedrive
Export leads from Excel to Pipedrive

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

XLSX HelpersPipedriveRevops
Details
Facebook
Facebook
FreshSales
Export leads from Facebook to Freshsales

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

FacebookFacebookFreshSalesRevops
Details
Facebook
Facebook
HubSpot
Export leads from Facebook to Hubspot

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

FacebookFacebookHubSpotRevops
Details
Facebook
Facebook
Iterable
Export Leads from Facebook to Iterable

Intake leads from Facebook, standardize them, and record in Iterable

FacebookFacebookIterableRevops
Details
Facebook
Facebook
Pipedrive
Export leads from Facebook to Pipedrive

Intake leads from Facebook, standardize them, and record in Pipedrive

FacebookFacebookPipedriveRevops
Details
Facebook
Facebook
Zoho
Export leads from Facebook to Zoho

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

FacebookFacebookZohoRevops
Details
Google Sheets
Iterable
Export leads from Google Sheet to Iterable

Intake leads from GSheet, standardize them, and record in Iterable

Google SheetsIterableRevops
Details
Google Sheets
Marketo
Export leads from Google Sheet to Marketo

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

Google SheetsMarketoRevops
Details
Google Sheets
Pardot
Export leads from Google Sheet to Pardot

Intake leads from GSheet, standardize them, and record in Pardot

Google SheetsPardotRevops
Details
Google Sheets
Pipedrive
Export leads from Google Sheet to Pipedrive

Intake leads from GSheet, standardize them, and record in Pipedrive

Google SheetsPipedriveRevops
Details
Google Sheets
Salesforce
Export leads from Google Sheet to Salesforce

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

Google SheetsSalesforceRevops
Details
Google Sheets
Zoho
Export leads from Google Sheet to Zoho

Intake leads from GSheet, standardize them, and record in Zoho CRM

Google SheetsZohoRevops
Details
Linkedin
FreshSales
Export leads from Linkedin to Freshsales

Intake leads from LinkedIn, standardize them, and record in Freshsales

LinkedinFreshSalesRevops
Details
Linkedin
Iterable
Export leads from Linkedin to Iterable

Intake leads from LinkedIn, standardize them, and record in Iterable

LinkedinIterableRevops
Details
Linkedin
Pipedrive
Export leads from LinkedIn to Pipedrive

Intake leads from LinkedIn, standardize them, and record in Pipedrive

LinkedinPipedriveRevops
Details
Linkedin
Zoho
Export leads from Linkedin to Zoho

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

LinkedinZohoRevops
Details
Webhook
Iterable
Export Leads from Webhook to Iterable

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

WebhookIterableRevops
Details
Webhook
Zoho
Export leads from Webhook to Zoho

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

WebhookZohoRevops
Details