All Templates
Explore the Tray.io ready-to-use templates library
Create a CSV file from JSON array
Generates a CSV file from a JSON list of objects then (optionally) sends the CSV via email
Paginate through Salesforce Records
Processes Salesforce records in batches when a query has returned multiple pages of results
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
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
Export SuiteQL response to Google Sheets
Executes a SuiteQL query in Netsuite, then sends the response to a Google Sheet
Create Netsuite Sales Order when Salesforce opp is "Closed Won"
Creates a Sales order in Netsuite when an opportunity is successfully closed in Salesforce
Check for new data in Google Sheets
Runs on a constant schedule to check for new content in a google sheet
Build a report from saved Netsuite search
Use a saved Netsuite search to build a report in Google Sheets or any other system
Collect LinkedIn lead-gen form responses
Sends lead-gen form answers from LinkedIn to a destination of your choice
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
Sync Salesforce accounts to Netsuite customers
Syncs all updated or new accounts in Salesforce over to Netsuite as customers
Send email alert on workflow failure
Sends an html-formatted email notification each time a given workflow fails
Extract Salesforce records and email as CSV
Paginates through any number of Salesforce records and emails the resulting CSV
Collect Google Form responses
Takes Google Form submission data and formats it for use
Create Google Account
Automatically creates a G-Suite account for new hires
Export Leads from a Webhook to Pardot
Intake leads from a Webhook, standardize them, and record in Pardot
Extract AWS S3 data as JSON
Generates a JSON list of data pulled from a CSV or XLSX file in AWS
Send Slack alert on workflow failure
Sends a notification to a Slack channel each time a given workflow fails
Sync Salesforce products to Quickbooks items
Updates Quickbooks Online items on Salesforce products changes
Sync purchased images from Getty to Bynder
Automatically transfers your purchased Getty images to Bynder
Upload list of employees to Bamboo
Adds new employees from a Google Sheet to BambooHR
Export leads from an Excel file to Salesforce
Capture leads from an Excel file, then create and update contacts in Salesforce
Salesforce Opportunity to Slack Notifications
Sends a Slack notification to a chosen channel when an opportunity is created in Salesforce
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
Export Salesforce query to existing Google Sheet
Executes a query for specific records, then compiles them into an existing Google Sheet
Export Salesforce query to new Google Sheet
Executes a query for specific records, then compiles them into a new Google Sheet
Create Salesforce accts / opps with Slack modal
Presents users with a referral form in Slack to create a new account / opportunity in Salesforce
Export leads from a Webhook to Marketo
Capture leads from a Webhook, then create and update contacts in Marketo
Export leads from an Excel file to Pipedrive
Intake leads from an Excel file, standardize them, and record in Pipedrive
Migrate Salesforce contacts to Mailchimp
Migrates contacts from Salesforce to Mailchimp
Export leads from a CSV file to HubSpot
Capture leads from a CSV file, then create and update contacts in HubSpot
Export leads from a Webhook to HubSpot
Capture leads from a Webhook, then create and update contacts in HubSpot
Export leads from a Webhook to Salesforce
Capture leads from a Webhook, then create and update contacts in Salesforce
Export leads from an Excel file to HubSpot
Capture leads from an Excel file, then create and update contacts in HubSpot
Migrate Google Sheets contacts to Mailchimp
Migrate contacts stored in Google Sheets to a Mailchimp list
Slack keyword alert
Monitors Slack channel messages for specific keywords and alerts a dedicated channel
Sync Outreach activities to Hubspot as engagements
Sync tasks, mailings, and calls from Outreach to Hubspot as engagements
Sync Salesloft People to HubSpot Contacts
Syncs any updated or new people in Salesloft over to HubSpot as contacts
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
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"
Create weekly Salesforce upcoming Renewal notifications with Slack
Sends a Slack notification every week containing all upcoming accounts that are due for renewal soon
Export leads from a Google Sheet to HubSpot
Intake leads from a Google Sheet, standardize them, and record in HubSpot
Export leads from a Google Sheet to Zoho
Intake leads from a Google Sheet, standardize them, and record in Zoho CRM
Netsuite sales order from Ironclad contract
Generates a sales order within Netsuite after an Ironclad contract has been completed
Sync HubSpot deals to Ironclad contracts
Creates an Ironclad contract once a HubSpot deal is set to "Contract sent"
Collect HubSpot Form submissions
Sends data from HubSpot Form submissions to a destination of your choosing
Create a centralized data store
Share relevant data within a workflow group and manage the keys / outputs of the parent workflow
Create new Jira Ticket when 'hired' in Greenhouse
Send a new hire onboarding tasks in the form of a JIRA checklist / ticket
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
Export Leads from a CSV file to Marketo
Capture leads from a CSV file, then create and update contacts in Marketo
Export leads from a Google Sheet to Freshsales
Capture leads from a Google Sheet, then create and update contacts in Freshsales
Export leads from an Excel file to Marketo
Capture leads from an Excel file, then create and update contacts in Marketo
Export Leads from Facebook to Marketo
Intake leads from Facebook lead generation ads, standardize them, and record in Marketo
Export Leads from Facebook to Salesforce
Capture leads from Facebook Lead Generation Ads, then create and update contacts in Salesforce
Notify Slack with Zendesk ticket info
When a Zendesk ticket is created or updated, send appropriate info to Slack
Sync Ironclad contracts to HubSpot deals
Syncs contract changes and updates in Ironclad over to a matched HubSpot deal
Export leads from a CSV file to Iterable
Intake leads from a CSV file, standardize them, and record in Iterable
Export leads from a CSV file to Pipedrive
Intake leads from a CSV file, standardize them, and record in Pipedrive
Export Leads from a CSV file to Salesforce
Capture leads from a CSV file, then create and update contacts in Salesforce
Export leads from a Google Sheet to Marketo
Capture leads from a Google Sheet, then create and update contacts in Marketo
Export leads from a Google Sheet to Pardot
Intake leads from a Google Sheet, standardize them, and record in Pardot
Export leads from a Google Sheet to Pipedrive
Intake leads from a Google Sheet, standardize them, and record in Pipedrive
Export leads from an Excel file to Freshsales
Capture leads from an Excel file, then create and update contacts in Freshsales
Export leads from Facebook to Pardot
Intake leads from Facebook lead generation ads, standardize them, and record in Pardot
Export leads from Linkedin to Iterable
Intake leads from LinkedIn Lead generation ad, standardize them, and record in Iterable
Export leads from LinkedIn to Marketo
Capture leads from a LinkedIn Lead Generation Ad, then create and update contacts in Marketo
Export leads from LinkedIn to Pardot
Intake leads from LinkedIn Lead generation ad, standardize them, and record in Pardot
Export leads from LinkedIn to Zoho
Intake leads from LinkedIn Lead Generation Ad, standardize them, and record in Zoho CRM
Migrate Mailchimp contacts to Google Sheets
Migrate contacts from a Mailchimp list to a Google Worksheet
Sync HubSpot contacts to Salesloft people
Syncs any updated or new contacts in Hubspot over to Salesloft as people
Export Leads from a CSV file to Freshsales
Capture leads from a CSV file, then create and update contacts in Freshsales
Export leads from a CSV file to Pardot
Intake leads from a CSV file, standardize them, and record in Pardot
Export leads from a CSV file to Zoho
Intake leads from a CSV file, standardize them, and record in Zoho CRM
Export leads from a Google Sheet to Iterable
Intake leads from a Google Sheet, standardize them, and record in Iterable
Export leads from a Google Sheet to Salesforce
Capture leads from a Google Sheet, then create and update contacts in Salesforce
Export leads from a Webhook to Freshsales
Capture leads from a Webhook, then create and update contacts in Freshsales
Export Leads from a Webhook to Iterable
Intake leads from a Webhook, standardize them, and record in Iterable
Export leads from a Webhook to Pipedrive
Intake leads from a Webhook, standardize them, and record in Pipedrive
Export leads from a Webhook to Zoho
Intake leads from a Webhook, standardize them, and record in Zoho CRM
Export leads from an Excel file to Iterable
Intake leads from an Excel file, standardize them, and record in Iterable
Export leads from an Excel file to Pardot
Intake leads from an Excel file, standardize them, and record in Pardot
Export leads from an Excel file to Zoho
Intake leads from an Excel file, standardize them, and record in Zoho CRM
Export leads from Facebook to Freshsales
Capture leads from a Facebook Lead Generation Ad, then create and update contacts in Freshsales
Export leads from Facebook to HubSpot
Capture leads from Facebook Lead Generation Ads, then create and update contacts in HubSpot
Export Leads from Facebook to Iterable
Intake leads from Facebook lead generation ads, standardize them, and record in Iterable
Export leads from Facebook to Pipedrive
Intake leads from Facebook lead generation ads, standardize them, and record in Pipedrive
Export leads from Facebook to Zoho
Intake leads from Facebook lead generation ads, standardize them, and record in Zoho CRM
Export leads from Linkedin to Freshsales
Intake leads from LinkedIn lead generation ad, standardize them, and record in Freshsales
Export leads from LinkedIn to HubSpot
Capture leads from a LinkedIn Lead Generation Ad, then create and update contacts in HubSpot
Export leads from LinkedIn to Pipedrive
Intake leads from LinkedIn Lead generation ad, standardize them, and record in Pipedrive
Export leads from LinkedIn to Salesforce
Capture leads from a LinkedIn Lead Generation Ad, then create and update contacts in Salesforce
Sync HubSpot companies to Salesloft accounts
Syncs any updated or new companies in HubSpot over to Salesloft as accounts
Sync Salesloft Accounts to HubSpot Companies
Syncs any updated or new accounts in Salesloft over to HubSpot as companies