Popular DocuSign and Concur integrations
Uses
All
Category
E-Signature
Connector type
Tray Connector
Triggers
None
Operations
Apply envelope document templates, Apply envelope templates, Create Envelope, Create envelope custom fields, Create envelope from template, Delete envelope custom fields, Delete envelope template, Download envelope document, Get account details, Get envelope by IDShow all
Uses
Finance and Accounting
Category
Connector type
Universal Connector
Triggers
None
Operations
None
With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.
Tray.io is the leader in low-code automation
Popular E-Signature and Finance and Accounting Connectors
Make anything happen See Tray.io in action
Enterprises and rapidly growing firms trust the Tray Platform
Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.
The Tray Platform is...
Flexible
Connect to anythingAccess every endpointAutomate any event
Easy
Visual and intuitive UX Clicks-or-code automationCollaborative development
Powerful
Logical operatorsAdvanced capabilitiesReal-time logs
Scalable
Elastic scalabilityParallel processingLog data storage
Trusted
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
Resources
How to Automate Lead-to-Account Matching
Read Blog >
Streamline strategic sales with an automated deal desk
Read Blog >
Sales ops best practices
See Library >
Pipedrive's CRM integrates with the Tray Platform to...
See Partner Website >
Intercom unlocks new efficiencies with sales automation
Read the Intercom blog >Quickly operationalize outbound strategy by...
Read Blog >
Get a Demo
Select the type of demo you’d like
