Autotask Pro + HelloSign
Integration + Automation

On-demand demo

Autotask Pro
+
HelloSign

Autotask Pro and HelloSign Solutions

Uses

Marketing, Sales, All

Business professionals that want to integrate Autotask Pro with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

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    Integrate with any app with our unique Universal Connector

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    Easily use our drag-and-drop workflow builder

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    Receive hands-on Autotask Pro support for ensured success

The Tray Platform routes hundreds of thousands of calls and events per day from Segment to our Marketo instance - enabling us to run smarter, more effective campaigns.

David Dorman - Director of Growth and Demand Generation
Autotask Pro

Autotask Pro

Connection Type

Tray Toolkit

Triggers

Manual

Scheduled

Webhook

Operations

Get

List

Save

HelloSign

HelloSign

Connection Type

Service connector Tray Connector

Triggers

Get account

Webhook

Operations

Get file

Get file URL

Get signature request

List signature requests

List Templates (DDL)

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What would you like to connect?