Salesforce-icon-color

Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Microsoft Teams

Zendesk Sell

Microsoft Sharepoint - Icon

Microsoft Sharepoint

Jira

Microsoft Outlook - Icon

Microsoft Outlook

ConnectWise - Icon

ConnectWise

Notion - Icon

Notion

Zoho CRM - Icon

Zoho CRM

Zoom - Icon

Zoom

Pipedrive - Icon

Pipedrive

Copper - Icon

Copper

GoToWebinar

GoTo Webinar

Virtuous-icon-color

Virtuous CRM

Mindbody - Icon

Mindbody

Opal

Cisco Webex - Icon

Cisco Webex

Streak-icon-color

Streak

Huddle-icon-color

Huddle

21-9-Hm-3

Curb customer churn with preemptive workflows

using-intercom-and-salesforce-to-personalize-your-selling blog post cover image

using-intercom-and-salesforce-to-personalize-your-selling

Learn how to prioritize customer support queues 

zendesk-color-logo

Together, Zendesk + Tray.io close the gap between customer support, sales and the rest of the company.

create-a-churn-risk-detection-system blog post cover image

create-a-churn-risk-detection-system

Finally, an answer to customer churn

how-to-integrate-nps-into-salesforce-crm 

How to integrate NPS into Salesforce CRM

Connector Department - Customer Success and Support - Cards

Vox Media - Full - Dark

Mike Atwood - Vox Media

Vox Media - Mike Atwood

Customer Success and Support

Creatio

Customer Relationship Management (CRM)

Remove yourself (the authenticated user) from a conversation.

Leave conversation

Add reminder

Archive a conversation in your Slack account.

Archive conversation

Checks to see whether a conversation exists in Slack.

Conversation exists?

Create a public or private channel-based conversation.

Create conversation

Pin a message, file, or file comment to a channel.

Create pin

Delete a pending scheduled message from the queue.

Delete scheduled message

Given a piece of text (e.g. an Account name in Salesforce), generate a Slack friendly channel name in the format "my-channel-name". You can then pass this directly to the "Create Channel" operation.

Generate channel name

Retrieve information about a conversation.

Get conversation info

Get details of a user in your Slack channel, using their unique ID.

Get user

Get user by email

Invite a user to a conversation in your Slack account. The calling user must be a member of the channel.

Invite user to conversation

List of all channel-like conversations in a workspace.

List conversations

List conversations DDL

List conversations non archived DDL

List filetypes DDL

Returns a list of pending scheduled messages.

List scheduled messages

List scheduled messages DDL

Get a list of all of the users in your Slack team.

List users

List users DDL

List users actual DDL

List users and conversations DDL

List conversations the calling user may access

List users conversations

Send a message that only a certain user can see in a public or private channel.

Send ephemeral message

Send an ephemeral response message using the response_url parameter provided by Slack slash commands and actions. This will only be visible by the user.

Send ephemeral response

Send message

Set the purpose for a conversation. The calling user must be a member of the conversation. Not all conversation types may have a purpose set.

Set conversation purpose

Set the topic for a conversation. The calling user must be a member of the conversation. Not all conversation types may have a purpose set.

Set conversation topic

Set profile

Unfurl one or more links in a Slack message, adding "attachments" that contain additional context to the message.

Unfurl message links

Update a message that's previously been sent. Useful when reacting to actions like buttons and menus.

Update message

Uploads or creates a file. Optionally share to users or channels. This operation requires a scope to be enabled in your authentication, either files:write (for new Slack apps) or files:write:user.

Upload file

Slack brings all your communication together in one place. It's real-time messaging, archiving and search for modern teams.

When a specific event (e.g. a channel is created) occurs in your Slack account, automatically trigger the Tray workflow. NOTE: you can only tell us to listen for events that you have given Tray permission to listen for.

On Slack event

Receive notifications when your message buttons or menus are acted upon in Slack. NOTE: you'll need to point the message attachments to this workflow in the workflow where you're sending the original message.

On action (button or menu click)

Trigger a workflow from a Slash command in your Slack account. Tip: read the docs on this to learn how to set things up with Slash commands.

On slash command

Slack

Slack 1

Integration

Make Slack integrations easy

Slack 2

Automation

Unlock the power of Slack + automation

Slack 3

Use cases

Get the most out of the Slack API

Slack 4

Jira + more

Advanced Slack + Jira use cases

Slack 5

SFDC + more

Robust Slack + Salesforce integrations

marketing tools by tray.io

How Automation is Changing the Face of Business

hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

business-automation blog post cover image

business-automation

GDPR compliance for US companies: What you need to know

Connector Department - All - Cards

New Relic - Full - Dark

New Relic - Anonymous

Slack-icon-color

Collaboration

See all our connectors (Tertiary)

Similar connectors to Creatio and Slack

G2-2024-spring_creative

Tray is the leading AI ready integration and automation platform

DigitalOcean - Full - Dark

David Dorman of Digital Ocean works with Tray.io

David Dorman - DigitalOcean

DigitalOcean - David Dorman

Details - Double

Header CTA Banner - Welcome to Tray.ai, the AI-ready iPaaS

Header CTA Banner (Connectors) - Welcome to Tray.ai

Our interactive tour walks you through the Tray platform, showing you how integrations and automations work together to optimize your operations - on your own time, no pressure.

Take interactive tour

"Take interactive tour" -> Interactive Tour Form Modal [Primary]

"Request 1:1 demo" -> Platform Demo 1:1 Form Modal [Primary]

Creatio and Slack integrations couldn’t be easier with the Tray platform’s robust Creatio and Slack connector, which connects any services without the need for separate integration tools.

Creatio and Slack integrations couldn’t be easier with the Tray platform’s robust Creatio and Slack connectors, which can connect to any service without the need for separate integration tools.

Integrate Creatio and Slack with any SaaS application or service using the Tray platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Creatio and Slack and any other API, database, webhook, and more.

Creatio and Slack integration + automation

Creatio and Slack Connector Details

Popular Creatio and Slack integrations

Creatio and Slack templates