Build integrations and workflows faster

Getting Started: Google Sheets

Get ALL ACTIVE rows from a google sheet in a formatted response

Filter a list of objects by date range

Returns all objects with a specified date within range

Filter List by Nested Value

Returns objects in a list that match the filter. Allows you to filter on NESTED key/values

Remove and Count Line Breaks from Text Block

Remove line breaks with an option for replace AND count the line breaks

Pagination Architecture

Simplified pagination architecture - a key concept for working with API's

Create a CSV file from JSON array

Generates a CSV file from a JSON list of objects then (optionally) sends the CSV via email

Notify Slack when Salesforce Opportunity is "Closed Won"

Sends a celebratory Slack notification to a chosen channel 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

Paginate through Salesforce Records

Processes Salesforce records in batches when a query has returned multiple pages of results

AI Agent Framework (OpenAI)

Enter your OpenAI credentials and start building out our AI Agent Framework

Send Slack alert on workflow failure

Sends a notification to a Slack channel each time a given workflow fails

Create a Google Sheet from JSON array

Generates a Google Sheet from a JSON array and (optionally) share the sheet with a list of user emails

Build a report from saved Netsuite search

Use a saved Netsuite search to build a report in Google Sheets or any other system

Send email alert on workflow failure

Sends an html-formatted email notification each time a given workflow fails

Export Leads from a Webhook to Pardot

Intake leads from a Webhook, standardize them, and record in Pardot

Upload list of employees to Bamboo

Adds new employees from a Google Sheet to BambooHR

Extract Salesforce records and email as CSV

Paginates through any number of Salesforce records and emails the resulting CSV

Slack keyword alert

Monitors Slack channel messages for specific keywords and alerts a dedicated channel

Tray Academy Labs

Import this project to complete the Tray Academy Labs

AI Image Extraction Utility (OpenAI)

Enter your OpenAI credentials and infuse your process with AI in under 5 minutes with this AI quick start template.

Collect LinkedIn lead-gen form responses

Sends lead-gen form answers from LinkedIn to a destination of your choice

Export leads from an Excel file to Salesforce

Capture leads from an Excel file, then create and update contacts in Salesforce

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

AI Agent Framework (Anthropic on AWS Bedrock)

Enter your AWS Bedrock credentials and start building out our AI Agent Framework

AI Text Classification Utility (OpenAI)

Enter your OpenAI credentials and infuse your process with AI in under 5 minutes with this AI quick start template.

AI Text Extraction Utility (OpenAI)

Enter your OpenAI credentials and infuse your process with AI in under 5 minutes with this AI quick start template.

Create Salesforce accts / opps with Slack modal

Presents users with a referral form in Slack to create a new account / opportunity in Salesforce

Left join array of objects using 1 or more shared properties | List helper callable

Callable workflow utility that will left join a list to another list using one or more shared properties between the two lists

AI Text Classification Utility (Llama 3)

Infuse your process with AI in under 5 minutes with this AI quick start template.

API Management GenerativeAI-as-a-Service

A simple first step for orgs to safely deploy AI to their teams with governance and observability built in

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"

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

Sync NetSuite Payments to Salesforce Opportunities

Store NetSuite payment data on the relevant Salesforce opportunity records

Sync Salesforce Accounts to NetSuite as Customers

Create/update NetSuite customers every time a Salesforce account is created/updated

Sync Salesforce products to Quickbooks items

Updates Quickbooks Online items on Salesforce products changes

AI Text Summarization Utility (OpenAI)

Infuse your process with AI in under 5 minutes with this AI quick start template.

Create a centralized data store

Share relevant data within a workflow group and manage the keys / outputs of the parent workflow

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

Export leads from LinkedIn to Salesforce

Capture leads from a LinkedIn Lead Generation Ad, then create and update contacts in Salesforce

Export leads from LinkedIn to Zoho

Intake leads from LinkedIn Lead Generation Ad, standardize them, and record in Zoho CRM

Export Salesforce query to existing Google Sheet

Executes a query for specific records, then compiles them into an existing Google Sheet

Export SuiteQL response to Google Sheets

Executes a SuiteQL query in Netsuite, then sends the response to a Google Sheet

Extract AWS S3 data as JSON

Generates a JSON list of data pulled from a CSV or XLSX file in AWS

Getting started with Retrieval Augmented Generation (RAG) and grounding AI in your data

Ground AI with your business data using Retrieval Augmented Generation in this quick start, composability focused template

Queuing Architecture Builder Workshop

Use this queuing architecture along with the builder workshop to jumpstart your automation practice

Sync NetSuite Invoice data to Salesforce Opportunities

Store NetSuite Invoice data on the relevant Salesforce Opportunity records

Sync purchased images from Getty to Bynder

Automatically transfers your purchased Getty images to Bynder

Sync Salesloft People to HubSpot Contacts

Syncs any updated or new people in Salesloft over to HubSpot as contacts

Venn list compare: Compare two arrays of objects and return shared and exclusive items

This workflow takes two lists (arrays) and returns three arrays that show which items are shared which are exclusive to each list. You can do a simple comparison of exact matches or use a share key for lists of objects

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 an Excel file to Marketo

Capture leads from an Excel file, then create and update contacts in Marketo

Export leads from LinkedIn to Marketo

Capture leads from a LinkedIn Lead Generation Ad, then create and update contacts in Marketo

Export Salesforce query to new Google Sheet

Executes a query for specific records, then compiles them into a new Google Sheet

Sync HubSpot contacts to Salesloft people

Syncs any updated or new contacts in Hubspot over to Salesloft as people

Sync HubSpot deals to Ironclad contracts

Creates an Ironclad contract once a HubSpot deal is set to "Contract sent"

AI Text Extraction Utility (Anthropic)

Enter your Anthropic credentials and infuse your process with AI in under 5 minutes with this AI quick start template.

AI Text Extraction Utility (Llama)

Infuse your process with AI in under 5 minutes with this AI quick start template.

Auto-upgrade Solution Instances for breaking auth changes

Run this template to re-sync auth slots between dev and prod in your Embedded integrations an auto-upgrade all Solution Instances

Collect Google Form responses

Takes Google Form submission data and formats it for use

Collect HubSpot Form submissions

Sends data from HubSpot Form submissions to a destination of your choosing

Create Google Account

Automatically creates a G-Suite account for new hires

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 Google Sheet to Freshsales

Capture leads from a Google Sheet, then create and update contacts in Freshsales

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

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

Migrate Mailchimp contacts to Google Sheets

Migrate contacts from a Mailchimp list to a Google Worksheet

Migrate Salesforce contacts to Mailchimp

Migrates contacts from Salesforce to Mailchimp

Netsuite sales order from Ironclad contract

Generates a sales order within Netsuite after an Ironclad contract has been completed

Secure your Tray form submissions with email verification

Secure your Tray form submissions with email verification

Send email alert on solution failure

Sends an html-formatted email notification each time a solution fails

Slack App Agent Orchestration (V2)

Use this project to get started with Slack App Agents

Slack App Interactivity Orchestration (V1)

Use this project to get started with Slack Apps and Interactivity

Static Lookup Tables using Data Tables

Leverage the power of data tables to take your static lookup tables to the next level

Sync Closed Won Salesforce Opportunities to NetSuite as Sales Orders

Create a new NetSuite sales order every time a Salesforce opportunity moves to closed won

Sync Ironclad contracts to HubSpot deals

Syncs contract changes and updates in Ironclad over to a matched HubSpot deal

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

Tray Academy: AI Infusion Foundations Course Project

Import this project to complete the AI Infusion Foundations Course in Tray Academy

Tray Academy: Lead Routing Certification Course Project

Import this project to complete the Lead Routing Certification Course in Tray Academy

Add Typeform survey responses to Google Sheets

Every time a Typeform survey is completed, store the result in a new row in Google Sheets

AI Security and Safety Guardrails (OpenAI)

Deploy AI safely across your applications with this AI quick start template.

AI Text Classification Utility (Anthropic)

Enter your Anthropic credentials and infuse your process with AI in under 5 minutes with this AI quick start template.

AI Text Summarization Utility (Anthropic)

Infuse your process with AI in under 5 minutes with this AI quick start template.

AI Text Summarization Utility (Llama)

Infuse your process with AI in under 5 minutes with this AI quick start template.

Build a RAG pipeline with GitHub, Amazon Bedrock, and Native Vector Tables

Create and store vectors for markdown documentation stored in GitHub, to act as the foundation for AI knowledge agents and AI-powered interfaces

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

Email AI Sentiment Analysis (Merlin Functions)

Take Actions on Emails based on AI Sentiment Analysis

Employee Directory Callable Lookup

This project includes a set of templates that help you setup an employee directory callable workflow. It includes workflows that help to create the directory, update the directory when employee changes happen, and search the directory

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 Marketo

Capture leads from a CSV file, then create and update contacts in Marketo

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 a Google Sheet to Salesforce

Capture leads from a Google Sheet, then create and update contacts in Salesforce

Export leads from a Google Sheet to Zoho

Intake leads from a Google Sheet, standardize them, and record in Zoho CRM

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 Pardot

Intake leads from LinkedIn Lead generation ad, standardize them, and record in Pardot

IT License Optimization Builder Workshop Template

Use this project to build out a license optimization practice

Migrate Google Sheets contacts to Mailchimp

Migrate contacts stored in Google Sheets to a Mailchimp list

Notify Slack with Zendesk ticket info

When a Zendesk ticket is created or updated, send appropriate info to Slack

On LinkedIn ad form submit, capture and format lead

Use this template as a generic template to easily capture leads from all LinkedIn campaigns under a given account

Salesforce Opportunity to Slack Notifications

Sends a Slack notification to a chosen channel when an opportunity is created in Salesforce

Sync Airtable records to Nimble EForms

Synchronize Airtable records with your Nimble EForms

Sync Asana tasks to Nimble EForms

Sync Asana tasks to Nimble EForms

Sync Jira issues to Nimble EForms

Sync Jira issues to Nimble EForms

Sync Outreach activities to Hubspot as engagements

Sync tasks, mailings, and calls from Outreach to Hubspot as engagements

Sync Salesloft Accounts to HubSpot Companies

Syncs any updated or new accounts in Salesloft over to HubSpot as companies

Sync Typeform responses to Google Sheets (Embedded quickstart tutorial)

Every time a Typeform survey is submitted the answers are stored in a Google Sheet

The Employee Slack Notices Project

The main workflow allows you to quickly build and send Slack messages as direct or channel messages using a callable workflow. You can embed Salesforce record IDs in messages and it will replace the IDs with the name and link to the record in Salesforce

[AT] Compose Text

Use AI to compose a writing guide and various types of writing outputs

[AT] Google Search

Search google and summarize the results with AI

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 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

Sync HubSpot companies to Salesloft accounts

Syncs any updated or new companies in HubSpot over to Salesloft as accounts

Advanced Architecture Example: Polling with Pagination with Graceful Failure

Three core architectural components working together in one snippet

AI JSON Composition - Anthropic

Use this AI step with prompt engineering preconfigured to get well-formed JSON compositions

AI JSON Composition - AWS Bedrock

Use this AI step with prompt engineering preconfigured to get well-formed JSON compositions

AI JSON Composition - OpenAI

Use this AI step with prompt engineering preconfigured to get well-formed JSON compositions

AI Planning Step for Agentic Frameworks - Anthropic

Building Agentic frameworks? Use this pre-prompt-engineered snippet to set up your AI Planning Agent.

AI Planning Step for Agentic Frameworks - AWS Bedrock

Building Agentic frameworks? Use this pre-prompt-engineered snippet to set up your AI Planning Agent.

AI Planning Step for Agentic Frameworks - OpenAI

Building Agentic frameworks? Use this pre-prompt-engineered snippet to set up your AI Planning Agent.

AI Self Evaluation - Anthropic

Working to make AI automations more trustworthy? Use this pre-prompt-engineered snippet to set up your AI Self-Evaluation.

AI Self Evaluation - AWS Bedrock

Working to make AI automations more trustworthy? Use this pre-prompt-engineered snippet to set up your AI Self-Evaluation.

AI Self Evaluation - OpenAI

Working to make AI automations more trustworthy? Use this pre-prompt-engineered snippet to set up your AI Self-Evaluation.

AI Text Composition - Anthropic

Use this chain of AI steps with prompt engineering templates for generating high quality text outputs in your automations.

AI Text Composition - AWS Bedrock

Use this chain of AI steps with prompt engineering templates for generating high quality text outputs in your automations.

AI Text Composition - OpenAI

Use this chain of AI steps with prompt engineering templates for generating high quality text outputs in your automations.

Callable Workflow Input and Output Schema Generator

Take an example object and generate an input or output schema from that object for updating callable workflow schemas

Check for NULL or BLANK values

Runs against values where the path exists but the value is null or empty

Chunking by Character Count Script

Use this simple to use script for your Retrieval Augmented Generation Pipelines

Chunking by Markdown Headers Script

Use this simple to use script for your Retrieval Augmented Generation Pipelines

Chunking by Sentences Script

Use this simple to use script for your Retrieval Augmented Generation Pipelines

Compare the Schema of Two Objects

Use this snippet to test if two schemas are the exact same or not

Convert Markdown to Slack Markdown

Convert standard markdown to Slack Markdown

Convert Salesforce 15 character ID to 18 characters

Reformat a Salesforce ID to the full 18 character id

Create a list of dynamic emails for sending a message

Pull a list of emails and formats them for sending a message

Create a Slack Modal

Quickest way to get started with a Slack modal

Create a User Alias in Google Workspaces

Use our universal connector to create a User Alias in Google Workspaces

Create Contact in Job Nimbus

Universal connectivity for Job Nimbus

Create Google Sheet CSV Download Link

Get a CSV download link for any Google sheet

Create User Token

Preformatted GraphQL snippet - a key Tray API building block

Deterministic Outputs with OpenAI

AI Infused process requires deterministic outputs. Take advantage of the new parameters from OpenAI to take your automations to the next level and get one step closer to production ready today.

Example - Mapping Data to HTTP Client

Three of the options for mapping data to an HTTP Client (universal connector)

Extract Emails from Text

Search any body of text and pull out the emails

Failure with message

Intentionally fail the workflow and provides and error message

Filter a list with AI

Filter a data set using declarative language and AI

Find keywords in any string

Search for a list of keywords in any string

Flatten Objects

Tools to flatten the object structure of single objects OR a list of objects

Force an Array Object Structure

Make sure data is passed downstream as an array (even if it is one item)

Format number with commas

Format a number so that it reads easier

Get a specific Slack Message

Get a precise slack message - regardless if it is threaded or unthreaded

Get all authentications for an End User

Preformatted GraphQL snippet - a key Tray API building block

Get all solution instances for an End User

Preformatted GraphQL snippet - a key Tray API building block

Get all Tray End Users

use this architecture to get all end users related to your solutions - includes pagination logic

Get Calling Workflow UUID

You can easily parse the calling workflow UUID for use downstream

Get list of dates between start and end date

Get an array of all the dates between a start and end date

Get Replies in Slack

Get an entire thread of messages from in Slack

Get Slack Message Permalink

Get the permalink for any Slack message

Get specific End Users and completely delete them

Preformatted GraphQL snippet - a key Tray API building block

Getting Started: Slack Blocks

Preformatted, adaptable blocks template - works well with Slack's block kit builder

Graceful Failure Architecture

Save failures so that they don't interrupt workflows from finishing

Handle any type of data

Whether you pass an object, string, or array into this snippet, you will be able to process it

Handle Large Volumes of Data via Data Storage

Extend the functional size of data storage

Logic for empty OR null value

Pre-formatted boolean for NULL or empty string value

Loop with Boolean

A common building pattern for working with lists/arrays

Map - Opposite of True/False Value

Get the opposite of a True/False value regardless of how the original one is formatted

Map any Country Code to Country Name

Map from two character country codes to country names easily

Map values of an Array to a custom array of Objects

Map a list of values into any object structure to match the needs of a virtually any API

Mask an object's properties with an example object

Apply a mask, or filter, to an object using an example object

Polling Architecture