Microsoft Teams

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Microsoft Sharepoint

Jira

Notion - Icon

Notion

Microsoft Outlook - Icon

Microsoft Outlook

Zoom - Icon

Zoom

Koncert - Icon

Koncert

GoToWebinar

GoTo Webinar

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Huddle

Outreach-icon-color

Outreach

Salesloft - Icon

Salesloft

Showpad

Jive

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GoTo Meeting

Miro - Icon

Miro

Teamwork - Icon

Teamwork

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Crossbeam

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Cisco Webex

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Google Chat

Create lead

Retrieves the basic details on an account.

Get account

List lead statuses DDL

Create a new user associated with your account.

Create user

Download lead file attachment

Get lead

Retrieves a single organization's information.

Get org

Get flattened (or nested) information on the given org units and the hierarchical structure.

Get organization structure

Get a webhook subscription for your SalesRabbit forms, given the subscription ID.

Get subscription

Get multiple users associated with your account.

List users

Get details of an existing user associated with your account.

Get user

List forms DDL

Get available lead custom fields. Additional lead custom fields can be defined in your SalesRabbit settings.

List lead custom fields

List lead custom fields DDL

List lead files DDL

List lead status IDs DDL

Get available lead statuses. Additional lead statuses can be defined in your SalesRabbit settings.

List lead statuses

List leads

List leads DDL

List org units DDL

Get the webhook subscriptions for your SalesRabbit forms.

List subscriptions

List subscriptions DDL

List user role names DDL

List user roles with permissions

List users DDL

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Update lead

Create custom form response

Delete lead

Get lead status

Get a list of your published SalesRabbit forms.

List forms

List org units

Update details of an existing user associated with your account.

Update user

Upload file to lead

A sales enablement service and mobile CRM designed specifically for outside sales, including field sales and door-to-door sales teams.

List model IDs DDL

Trigger this workflow when the selected form is submitted via a webhook. Use the main Webhook operation to subscribe to all forms ("catch-all") or multiple forms. 

Single form webhook

Trigger this workflow when a user submits a form via a webhook.

Webhook

SalesRabbit Trigger

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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Sales ops best practices

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Sales

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SalesRabbit

Sales Enablement

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 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 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

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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

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Collaboration

"Request a trial" -> Trial LP [Primary] | MAIN SITEWIDE CTA

MAIN SITEWIDE CTA | Trial Landing Page

Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

CTA - Universal Automation Cloud LP - "Learn more" - Secondary

Universal Automation Cloud

Cvent migrates 500+ legacy integrations and achieves a 95% customer retention rate

SalesRabbit and Slack integration + automation

Popular SalesRabbit and Slack integrations

SalesRabbit and Slack Connector Details

SalesRabbit

Slack

Tray is the leading AI ready integration and automation platform

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