Demo Summary
In this video, Sandra and Chris show how to use the Trey automation platform. First, they build a workflow that takes Zoom webinar questions and adds them to Salesforce, then alerts the right person in Slack. Next, they connect Shopify with NetSuite to route new orders to the correct warehouse and update Shopify automatically. Finally, they set up Zendesk tickets to notify account teams in Slack so customer issues get fast responses. The demo solves manual tasks across different apps by automating them end to end.
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Welcome and Host IntroductionsHosts Sandra and Chris welcome attendees, discuss poll feedback on intro music, and introduce themselves and the weekly demo format.
00:04
Launching the Poll and Session AgendaA quick poll to see who’s attending, followed by an overview of today’s session: intro to automation, three 2020 use case demos, and time for Q&A.
00:50
Poll Results and Session DetailsReview of attendee roles from poll results; reminders on asking questions during Q&A, recording availability, and future demo links.
02:07
The Need for AutomationDiscussion of growing app sprawl in departments, manual process friction, and how automation platforms like Trey can organize and orchestrate end-to-end workflows.
02:18
Use Case 1: Zoom Webinar Q&A to CRM & SlackOverview of the Zoom workflow: after a webinar ends, grab Q&A, enrich leads in Salesforce, and send Slack alerts to owners for follow-up.
04:30
Use Case 2: Shopify to NetSuite Order FulfillmentE-commerce workflow: on new Shopify orders, look up products in NetSuite, route to the correct fulfillment center, and update Shopify order status.
05:29
Use Case 3: Zendesk Ticket Alerts for Customer SuccessCustomer success workflow: on new Zendesk tickets, alert relevant account team members in Slack to ensure SLA compliance and quick responses.
06:16
First Workflow Live Demo: Zoom to Salesforce & SlackChris walks through building the Zoom webinar workflow: trigger on webinar end, filter event, get Q&A, format dates, create/enrich leads, compile questions, and send Slack alerts.
07:31
Q&A: Authentication Methods and Troubleshooting LogsDiscussion of supported authentication (OAuth, token, basic, custom) and how to use execution logs and manual error handling to debug workflow failures.
09:15
Second Workflow Live Demo: Shopify to NetSuiteDetailed demo of the Shopify order workflow: trigger on new orders, lookup SKU in NetSuite, create fulfillment tasks per warehouse, and update Shopify status (with SQL logging example).
10:57
Tray.io
Tray.io is an AI-ready iPaaS that simplifies complex workflows and automates repetitive tasks across organizations.Learn more about Tray.ioMore Demos (1)
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