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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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Lever

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Agile CRM

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Aircall

Zendesk Sell

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SalesforceIQ

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Mindbody

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Pipedrive

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DocuSign

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Pipeliner

Freshsale

Freshsales

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Insightly

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Dynamo

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ConnectWise

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Zoho CRM

Fastpath

Infusionsoft

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Streak

Invites a user to your team using account ID or email address. If the user does not currently have a HelloSign account, a new one will be created for them. If a user is already a part of another Team, a "team_invite_failed" error will be returned. You must provide either an account ID or email address. If both are provided, the account ID will prevail.

Add user to team

Retrieves the properties and settings of your account.

Get account

Retrieves a copy of the current documents specified by the signature request ID parameter.

Get file

Retrieves a URL to a PDF merging all current signature request documents.

Get file URL

Returns the status of a signature request specified by the signature request ID parameter.

Get signature request

Retrieves information about your team as well as a list of its members.

Get team

Retrieves a list of signature requests using specific search fields. Fields may be left empty to list all signature requests.

List signature requests

Returns a list of the templates that are accessible by you.

List templates

List templates DDL

Removes the provided user account from your team. If the account had an outstanding invitation to your team, the invitation will be expired.

Remove user from team

Creates and sends a new signature request with the submitted documents.

Send signature request

Send signature request with template

HelloSign is the world's leading free eSignature platform. Send and receive electronic signatures securely with their end-user solution or the eSignature API.

Triggered when any event is received in your HelloSign account

Webhook

Get details about the authorised/logged in account.

HelloSign

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Sales

marketing tools by tray.io

How Automation is Changing the Face of Business

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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

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business-automation

GDPR compliance for US companies: What you need to know

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E-Signature

List pipeline stages DDL

List pipeline stages for pipeline DDL

List pipelines DDL

Update an opportunity in your Copper account.

Update opportunity

Updates a person record in your Copper account, using their unique ID.

Update person

Create lead

Create an opportunity in your Copper account.

Create opportunity

Create a person record in your Copper account.

Create person

Delete lead

Delete opportunity

List users DDL

Search leads

Search opportunities

Search people

Delete person

Check to see if a company exists, using its unique ID.

Company exists?

Check to see if an activity exists, using its unique ID.

Activity exists?

Checks to see if leads are enabled in your Copper account.

Are leads enabled?

Create activity

Create company

Create custom activity type

Create project

Link a "resource" to a "parent" object. For example, you could link one or more companies to an opportunity.

Create related item

Creates a task in your Copper account, linked to a "resource", such as a person, opportunity, or company.

Create task

Delete activity

Delete company

Delete project

Delete a task from your Copper account, from its unique ID.

Delete task

Find the lead who has a given phone number. If multiple leads have the same phone number, the most recently updated will be returned.

Find lead by phone number

Find person by email

Get details about the account that you've connected to Tray.

Get account details

Get details about a pipeline stage, using its unique ID.

Get pipeline stage

Get project

Get activity

Get company

Get a custom activity type by its unique ID.

Get custom activity type

Get lead

Get pipeline

Get opportunity

Get person

Find the person who has a given phone number. If multiple people have the same phone number, the most recently updated will be returned.

Get person by phone number

Get a task from your Copper account, using its unique ID.

Get task

Get user

Check to see if an lead exists, using its unique ID.

Lead exists?

Get a list of all of the loss reasons in your Copper account.

List Opportunity loss reasons

List contact types DDL

Get a list of all of the activity types in your Copper account.

List custom activity types

Get a list of all of the stages in a given pipeline in your Copper account.

List Pipeline Stages

Get a list of all of the pipelines in your Copper account.

List Pipelines

Get a list of all of the custom activity types in your Copper account.

List activity types

List activity types DDL

Get a list of all the companies in your Copper account.

List companies

List companies DDL

Get a list of all of the contact types in your Copper account.

List contact types

List custom activity types DDL

Get a list of all of the custom fields in your Copper account.

List custom fields

List loss reasons DDL

List custom fields DDL

Get a list of all of the customer sources in your Copper account.

List customer sources

List customer sources DDL

Get a list of all of the lead statuses in your Copper account.

List lead statuses

Get a list of all the users in your Copper account.

List users

Check to see if an opportunity exists, using its unique ID.

Opportunity exists?

Check to see if a person exists, using their unique ID.

Person exists?

Check to see if a project exists, using its unique ID.

Project exists?

Search activites (company wide)

Search activites by resource

Search companies

Search for projects in your Copper account.

Search for projects

Search for tasks

Get a list of all the related items for a "parent" object, optionally filtered to a particular type.

HelloSign and Copper integration + automation

Popular HelloSign and Copper integrations

HelloSign and Copper Connector Details

HelloSign

Copper

Tray.io is the leader in low-code automation

Similar connectors to HelloSign and Copper

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