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
Developers
Category
Contact Management
Triggers
None
Connector type
Tray Connector
Operations
List dashboards, List snapshots, Get snapshot, Create snapshot, Delete snapshot, Delete snapshot by delete key, Get dashboard
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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.