Explore the Tray ready-to-use templates library
Get ALL ACTIVE rows from a google sheet in a formatted response
Returns all objects with a specified date within range
Returns objects in a list that match the filter. Allows you to filter on NESTED key/values
Remove line breaks with an option for replace AND count the line breaks
Simplified pagination architecture - a key concept for working with API's
Generates a CSV file from a JSON list of objects then (optionally) sends the CSV via email
Sends a celebratory Slack notification to a chosen channel when an opportunity is successfully closed in Salesforce
Runs on a constant schedule to check for new content in a google sheet
Processes Salesforce records in batches when a query has returned multiple pages of results
Enter your OpenAI credentials and start building out our AI Agent Framework
Sends a notification to a Slack channel each time a given workflow fails
Generates a Google Sheet from a JSON array and (optionally) share the sheet with a list of user emails
Use a saved Netsuite search to build a report in Google Sheets or any other system
Sends an html-formatted email notification each time a given workflow fails
Intake leads from a Webhook, standardize them, and record in Pardot
Adds new employees from a Google Sheet to BambooHR
Paginates through any number of Salesforce records and emails the resulting CSV
Monitors Slack channel messages for specific keywords and alerts a dedicated channel
Import this project to complete the Tray Academy Labs
Enter your OpenAI credentials and infuse your process with AI in under 5 minutes with this AI quick start template.
Sends lead-gen form answers from LinkedIn to a destination of your choice
Capture leads from an Excel file, then create and update contacts in Salesforce
Extracts data from a CSV in AWS S3 and prepares the data to be easily interacted with
Enter your AWS Bedrock credentials and start building out our AI Agent Framework
Enter your OpenAI credentials and infuse your process with AI in under 5 minutes with this AI quick start template.
Enter your OpenAI credentials and infuse your process with AI in under 5 minutes with this AI quick start template.
Presents users with a referral form in Slack to create a new account / opportunity in Salesforce
Callable workflow utility that will left join a list to another list using one or more shared properties between the two lists
Infuse your process with AI in under 5 minutes with this AI quick start template.
A simple first step for orgs to safely deploy AI to their teams with governance and observability built in
Creates an invoice (and a customer if needed) in Quickbooks when Salesforce marks an Opportunity as "closed won"
Capture leads from a Webhook, then create and update contacts in Marketo
Intake leads from an Excel file, standardize them, and record in Pipedrive
Store NetSuite payment data on the relevant Salesforce opportunity records
Create/update NetSuite customers every time a Salesforce account is created/updated
Updates Quickbooks Online items on Salesforce products changes
Infuse your process with AI in under 5 minutes with this AI quick start template.
Share relevant data within a workflow group and manage the keys / outputs of the parent workflow
Capture leads from a CSV file, then create and update contacts in HubSpot
Capture leads from a Webhook, then create and update contacts in HubSpot
Capture leads from a Webhook, then create and update contacts in Salesforce
Capture leads from an Excel file, then create and update contacts in HubSpot
Capture leads from a LinkedIn Lead Generation Ad, then create and update contacts in Salesforce
Intake leads from LinkedIn Lead Generation Ad, standardize them, and record in Zoho CRM
Executes a query for specific records, then compiles them into an existing Google Sheet
Executes a SuiteQL query in Netsuite, then sends the response to a Google Sheet
Generates a JSON list of data pulled from a CSV or XLSX file in AWS
Ground AI with your business data using Retrieval Augmented Generation in this quick start, composability focused template
Use this queuing architecture along with the builder workshop to jumpstart your automation practice
Store NetSuite Invoice data on the relevant Salesforce Opportunity records
Automatically transfers your purchased Getty images to Bynder
Syncs any updated or new people in Salesloft over to HubSpot as contacts
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
Sends a Slack notification every week containing all upcoming accounts that are due for renewal soon
Intake leads from a Google Sheet, standardize them, and record in HubSpot
Capture leads from an Excel file, then create and update contacts in Marketo
Capture leads from a LinkedIn Lead Generation Ad, then create and update contacts in Marketo
Executes a query for specific records, then compiles them into a new Google Sheet
Syncs any updated or new contacts in Hubspot over to Salesloft as people
Creates an Ironclad contract once a HubSpot deal is set to "Contract sent"
Enter your Anthropic credentials and infuse your process with AI in under 5 minutes with this AI quick start template.
Infuse your process with AI in under 5 minutes with this AI quick start template.
Run this template to re-sync auth slots between dev and prod in your Embedded integrations an auto-upgrade all Solution Instances
Takes Google Form submission data and formats it for use
Sends data from HubSpot Form submissions to a destination of your choosing
Automatically creates a G-Suite account for new hires
Send a new hire onboarding tasks in the form of a JIRA checklist / ticket
Creates a new user in MS O365 when a new employee is added to Bamboo, and emails their credentials
Capture leads from a Google Sheet, then create and update contacts in Freshsales
Intake leads from Facebook lead generation ads, standardize them, and record in Marketo
Capture leads from Facebook Lead Generation Ads, then create and update contacts in Salesforce
Intake leads from LinkedIn lead generation ad, standardize them, and record in Freshsales
Capture leads from a LinkedIn Lead Generation Ad, then create and update contacts in HubSpot
Intake leads from LinkedIn Lead generation ad, standardize them, and record in Pipedrive
Migrate contacts from a Mailchimp list to a Google Worksheet
Migrates contacts from Salesforce to Mailchimp
Generates a sales order within Netsuite after an Ironclad contract has been completed
Secure your Tray form submissions with email verification
Sends an html-formatted email notification each time a solution fails
Use this project to get started with Slack Apps and Interactivity
Leverage the power of data tables to take your static lookup tables to the next level
Create a new NetSuite sales order every time a Salesforce opportunity moves to closed won
Syncs contract changes and updates in Ironclad over to a matched HubSpot deal
Performs a daily sync of all files that have been added/updated in Salesforce over to AWS S3
Import this project to complete the AI Infusion Foundations Course in Tray Academy
Import this project to complete the Lead Routing Certification Course in Tray Academy
Every time a Typeform survey is completed, store the result in a new row in Google Sheets
Deploy AI safely across your applications with this AI quick start template.
Enter your Anthropic credentials and infuse your process with AI in under 5 minutes with this AI quick start template.
Infuse your process with AI in under 5 minutes with this AI quick start template.
Infuse your process with AI in under 5 minutes with this AI quick start template.
Create and store vectors for markdown documentation stored in GitHub, to act as the foundation for AI knowledge agents and AI-powered interfaces
Set up new hires in Bamboo when marked as 'hired' in Greenhouse, and alert the team on Slack
Take Actions on Emails based on AI Sentiment Analysis
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
Intake leads from a CSV file, standardize them, and record in Iterable
Capture leads from a CSV file, then create and update contacts in Marketo
Intake leads from a CSV file, standardize them, and record in Pipedrive
Capture leads from a CSV file, then create and update contacts in Salesforce
Capture leads from a Google Sheet, then create and update contacts in Marketo
Intake leads from a Google Sheet, standardize them, and record in Pardot
Intake leads from a Google Sheet, standardize them, and record in Pipedrive
Capture leads from a Google Sheet, then create and update contacts in Salesforce
Intake leads from a Google Sheet, standardize them, and record in Zoho CRM
Capture leads from an Excel file, then create and update contacts in Freshsales
Intake leads from Facebook lead generation ads, standardize them, and record in Pardot
Intake leads from LinkedIn Lead generation ad, standardize them, and record in Iterable
Intake leads from LinkedIn Lead generation ad, standardize them, and record in Pardot
Use this project to build out a license optimization practice
Migrate contacts stored in Google Sheets to a Mailchimp list
When a Zendesk ticket is created or updated, send appropriate info to Slack
Use this template as a generic template to easily capture leads from all LinkedIn campaigns under a given account
Sends a Slack notification to a chosen channel when an opportunity is created in Salesforce
Synchronize Airtable records with your Nimble EForms
Sync Asana tasks to Nimble EForms
Sync Jira issues to Nimble EForms
Sync tasks, mailings, and calls from Outreach to Hubspot as engagements
Syncs any updated or new accounts in Salesloft over to HubSpot as companies
Every time a Typeform survey is submitted the answers are stored in a Google Sheet
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
Use AI to compose a writing guide and various types of writing outputs
Search google and summarize the results with AI
Capture leads from a CSV file, then create and update contacts in Freshsales
Intake leads from a CSV file, standardize them, and record in Pardot
Intake leads from a CSV file, standardize them, and record in Zoho CRM
Intake leads from a Google Sheet, standardize them, and record in Iterable
Capture leads from a Webhook, then create and update contacts in Freshsales
Intake leads from a Webhook, standardize them, and record in Iterable
Intake leads from a Webhook, standardize them, and record in Pipedrive
Intake leads from a Webhook, standardize them, and record in Zoho CRM
Intake leads from an Excel file, standardize them, and record in Iterable
Intake leads from an Excel file, standardize them, and record in Pardot
Intake leads from an Excel file, standardize them, and record in Zoho CRM
Capture leads from a Facebook Lead Generation Ad, then create and update contacts in Freshsales
Capture leads from Facebook Lead Generation Ads, then create and update contacts in HubSpot
Intake leads from Facebook lead generation ads, standardize them, and record in Iterable
Intake leads from Facebook lead generation ads, standardize them, and record in Pipedrive
Intake leads from Facebook lead generation ads, standardize them, and record in Zoho CRM
Syncs any updated or new companies in HubSpot over to Salesloft as accounts
Three core architectural components working together in one snippet
Use this AI step with prompt engineering preconfigured to get well-formed JSON compositions
Use this AI step with prompt engineering preconfigured to get well-formed JSON compositions
Use this AI step with prompt engineering preconfigured to get well-formed JSON compositions
Building Agentic frameworks? Use this pre-prompt-engineered snippet to set up your AI Planning Agent.
Building Agentic frameworks? Use this pre-prompt-engineered snippet to set up your AI Planning Agent.
Building Agentic frameworks? Use this pre-prompt-engineered snippet to set up your AI Planning Agent.
Working to make AI automations more trustworthy? Use this pre-prompt-engineered snippet to set up your AI Self-Evaluation.
Working to make AI automations more trustworthy? Use this pre-prompt-engineered snippet to set up your AI Self-Evaluation.
Working to make AI automations more trustworthy? Use this pre-prompt-engineered snippet to set up your AI Self-Evaluation.
Use this chain of AI steps with prompt engineering templates for generating high quality text outputs in your automations.
Use this chain of AI steps with prompt engineering templates for generating high quality text outputs in your automations.
Use this chain of AI steps with prompt engineering templates for generating high quality text outputs in your automations.
Take an example object and generate an input or output schema from that object for updating callable workflow schemas
Runs against values where the path exists but the value is null or empty
Use this simple to use script for your Retrieval Augmented Generation Pipelines
Use this simple to use script for your Retrieval Augmented Generation Pipelines
Use this simple to use script for your Retrieval Augmented Generation Pipelines
Use this snippet to test if two schemas are the exact same or not
Convert standard markdown to Slack Markdown
Reformat a Salesforce ID to the full 18 character id
Pull a list of emails and formats them for sending a message
Quickest way to get started with a Slack modal
Use our universal connector to create a User Alias in Google Workspaces
Universal connectivity for Job Nimbus
Get a CSV download link for any Google sheet
Preformatted GraphQL snippet - a key Tray API building block
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.
Three of the options for mapping data to an HTTP Client (universal connector)
Search any body of text and pull out the emails
Intentionally fail the workflow and provides and error message
Filter a data set using declarative language and AI
Search for a list of keywords in any string
Tools to flatten the object structure of single objects OR a list of objects
Make sure data is passed downstream as an array (even if it is one item)
Format a number so that it reads easier
Get a precise slack message - regardless if it is threaded or unthreaded
Preformatted GraphQL snippet - a key Tray API building block
Preformatted GraphQL snippet - a key Tray API building block
use this architecture to get all end users related to your solutions - includes pagination logic
You can easily parse the calling workflow UUID for use downstream
Get an array of all the dates between a start and end date
Get the permalink for any Slack message
Preformatted GraphQL snippet - a key Tray API building block
Preformatted, adaptable blocks template - works well with Slack's block kit builder
Save failures so that they don't interrupt workflows from finishing
Whether you pass an object, string, or array into this snippet, you will be able to process it
Extend the functional size of data storage
Pre-formatted boolean for NULL or empty string value
A common building pattern for working with lists/arrays
Get the opposite of a True/False value regardless of how the original one is formatted
Map from two character country codes to country names easily
Map a list of values into any object structure to match the needs of a virtually any API
Apply a mask, or filter, to an object using an example object
Simplified polling architecture - a key concept for working with API's
Ingest a large CSV (can handle millions of rows) and query against it like a database