Microsoft Teams

Microsoft Sharepoint - Icon

Microsoft Sharepoint

Jira

Microsoft Outlook - Icon

Microsoft Outlook

QuickBooks-icon-color

QuickBooks Online

Notion - Icon

Notion

Stripe - Icon

Stripe

SageIntacct-icon-color

Sage Intacct

Zoom - Icon

Zoom

Jive

Opal

Huddle-icon-color

Huddle

GoToWebinar

GoTo Webinar

adaptive-insights

Adaptive Insights

Ordway - Icon

Ordway

GoTo Meeting - Icon

GoTo Meeting

Anaplan-icon-color

Anaplan

Sage 300 - Icon

Sage 300

Teamwork - Icon

Teamwork

Cisco Webex - Icon

Cisco Webex

List scheduled messages DDL

List users DDL

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

Raw HTTP request (advanced)

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

Unfurl message links

Add reminder

Archive a conversation in your Slack account.

Archive conversation

Checks to see whether a conversation exists in Slack.

Conversation exists?

Create App From Manifest

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 the authenticated profile information of either the user or the bot, including their custom status.

Get profile

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

Remove yourself (the authenticated user) from a conversation.

Leave 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

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

List users

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

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

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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

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New Relic - Anonymous

Slack-icon-color

Collaboration

Retrieves information about a Xero organisation.

Get organisation

List branding themes DDL

List invoice numbers DDL

Retrieves a list of tenancy IDs associated with your account.

List tenancies

Allows you to apply payments to approved AR and AP invoices or refund AR or AP credit notes.

Apply payments

Create bank transfer

Allows you to add contacts to a Xero organisation.

Create contacts

Create invoice notes

Create update bank transaction

Create/update invoice

Deletes an invoice. If the current status of the invoice is DRAFT or SUBMITTED, this will assign the DELETED status to the invoice. Otherwise, if the status of the invoice is AUTHORISED this will assign the VOIDED status to the invoice.

Delete invoice

Delete payment

Emails an invoice to the contact associated with the invoice.

Email invoice

Get a payment

Get account

List tenancies DDL

Retrieves information about a bank transaction.

Get bank transaction

Retrieves information about a bank transfer.

Get bank transfer

Get contact

Retrieves a single sales invoice or purchase bill by invoice ID or number.

Get invoice

To integrate your application with Xero's online invoicing, you can retrieve the online invoice url for sales (ACCREC) invoices. Note: you cannot retrieve an online invoice URL for DRAFT invoices.

Get invoice URL

Get item

List account IDs DDL

List account codes DDL

List accounts

List attachments

List bank transactions

List bank transactions DDL

List bank transfers

List bank transfers DDL

List branding themes

List contacts

List contacts DDL

List credit note IDs DDL

List currencies

List currencies DDL

List invoice IDs DDL

Retrieves a list of history records associated with an invoice.

List invoice notes

Retrieves a list of sales invoices or purchase bills.

List invoices

List item codes DDL

List items

List line item IDs DDL

List overpayment IDs DDL

List payments

List prepayment IDs DDL

Allows you to update contacts of a Xero organisation

Update contacts

Uploads an attachment to a bank transfer.

Upload attachment to bank transfer

Upload attachment to invoice

Xero is online accounting software that helps you to save time on your paperwork and get paid faster.

Slack and Xero integration + automation

Popular Slack and Xero integrations

Slack and Xero Connector Details

Slack

Xero

Tray is the leading AI ready integration and automation platform

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