Explore the Tray.io ready-to-use templates library
Extracts data from a CSV in AWS S3 and prepares the data to be easily interacted with
Generates a JSON list of data pulled from a CSV or XLSX file in AWS
Generates a CSV file from a JSON list of objects then (optionally) sends the CSV via email
Sends a celebratory Slack notification to a chosen channel when an opportunity is successfully closed in Salesforce
Runs on a constant schedule to check for new content in a google sheet
Sends lead-gen form answers from LinkedIn to a destination of your choice
Sends a notification to a Slack channel each time a given workflow fails
Processes Salesforce records in batches when a query has returned multiple pages of results
Creates a Sales order in Netsuite when an opportunity is successfully closed in Salesforce
Executes a SuiteQL query in Netsuite, then sends the response to a Google Sheet
Paginates through any number of Salesforce records and emails the resulting CSV
Syncs all updated or new accounts in Salesforce over to Netsuite as customers
Performs a daily sync of all files that have been added/updated in Salesforce over to AWS S3
Use a saved Netsuite search to build a report in Google Sheets or any other system
Creates an Ironclad contract once a Hubspot deal is set to "Contract sent"
Sends data from Hubspot Form submissions to a destination of your choosing
Executes a query for specific records, then compiles them into a new Google Sheet
Monitors Slack channel messages for specific keywords and alerts a dedicated channel
Syncs contract changes and updates in Ironclad over to a matched Hubspot deal
Takes Google Form submission data and formats it for use
Sends an html-formatted email notification each time a given workflow fails
Automatically transfers your purchased Getty images to Bynder
Capture leads from a Webhook, then create and update contacts in Salesforce
Updates Quickbooks Online items on Salesforce products changes
Presents users with a form in Slack and then collects the response from this form and stores it in a database
Presents users with a referral form in Slack to create a new account / opportunity in Salesforce
Executes a query for specific records, then compiles them into an existing Google Sheet
Automatically creates a G-Suite account for new hires
Adds new employees from a Google Sheet to BambooHR
Capture leads from an Excel file, then create and update contacts in Salesforce
When a Zendesk ticket is created or updated, send appropriate info to Slack
Set up new hires in Bamboo when marked as 'hired' in Greenhouse, and alert the team on Slack
Creates an invoice (and a customer if needed) in Quickbooks when Salesforce marks an Opportunity as "closed won"
Intake leads from Facebook, standardize them, and record in Pardot
Intake leads from LinkedIn, standardize them, and record in Pardot
Generates a sales order within Netsuite after an Ironclad contract has been completed
Syncs any updated or new people in Salesloft over to Hubspot as contacts
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
Sends a Slack notification every week containing all upcoming accounts that are due for renewal soon
Capture leads from a Webhook, then create and update contacts in Freshsales
Capture leads from a Google Sheet, then create and update contacts in Freshsales
Capture leads from a LinkedIn Lead Generation Ad, then create and update contacts in Hubspot
Capture leads from an Excel file, then create and update contacts in Freshsales
Capture leads from an Excel file, then create and update contacts in Hubspot
Capture leads from an Excel file, then create and update contacts in Marketo
Intake leads from CSV, standardize them, and record in Pardot
Intake leads from CSV, standardize them, and record in Pipedrive
Intake leads from Excel, standardize them, and record in Zoho CRM
Intake leads from Facebook, standardize them, and record in Marketo
Capture leads from Facebook Lead Generation Ads, then create and update contacts in Salesforce
Intake leads from GSheet, standardize them, and record in HubSpot
Capture leads from a LinkedIn Lead Generation Ad, then create and update contacts in Marketo
Capture leads from a LinkedIn Lead Generation Ad, then create and update contacts in Salesforce
Intake leads from Webhook, standardize them, and record in Pardot
Intake leads from Webhook, standardize them, and record in Pipedrive
Syncs any updated or new companies in HubSpot over to Salesloft as accounts
Syncs any updated or new accounts in Salesloft over to HubSpot as companies
Capture leads from a Webhook, then create and update contacts in HubSpot
Capture leads from a Webhook, then create and update contacts in Marketo
Capture leads from a CSV file, then create and update contacts in Hubspot
Capture leads from a CSV file, then create and update contacts in Freshsales
Intake leads from CSV, standardize them, and record in Iterable
Capture leads from a CSV file, then create and update contacts in Marketo
Capture leads from a CSV file, then create and update contacts in Salesforce
Intake leads from CSV, standardize them, and record in Zoho CRM
Intake leads from Excel, standardize them, and record in Iterable
Intake leads from Excel, standardize them, and record in Pardot
Intake leads from Excel, standardize them, and record in Pipedrive
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, standardize them, and record in Iterable
Intake leads from Facebook, standardize them, and record in Pipedrive
Intake leads from Facebook, standardize them, and record in Zoho CRM
Intake leads from GSheet, standardize them, and record in Iterable
Capture leads from a Google Sheet, then create and update contacts in Marketo
Intake leads from GSheet, standardize them, and record in Pardot
Intake leads from GSheet, standardize them, and record in Pipedrive
Capture leads from a Google Sheet, then create and update contacts in Salesforce
Intake leads from GSheet, standardize them, and record in Zoho CRM
Intake leads from LinkedIn, standardize them, and record in Freshsales
Intake leads from LinkedIn, standardize them, and record in Iterable
Intake leads from LinkedIn, standardize them, and record in Pipedrive
Intake leads from LinkedIn, standardize them, and record in Zoho CRM
Intake leads from Webhook, standardize them, and record in Iterable
Intake leads from Webhook, standardize them, and record in Zoho CRM