Uses
Sales, All
Category
E-Signature
Triggers
None
Connector type
Tray Connector
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 ID
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Uses
Marketing
Category
Learning Management Systems (LMS)
Triggers
None
Connector type
Tray Connector
Operations
Batch import catalogues, Update user subscription, Update enrollment, Update course, Count report rows, Count enrolled users, List categories, List report rows, List users enrolled in course, Create user subscription
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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.