LivePerson LiveEngage

LivePerson

Retention Rocket

Zendesk-icon-color

Zendesk

Freshdesk-icon-color

Freshdesk

Intercom - Icon

Intercom

Gainsight - Icon

Gainsight

Drift - Icon

Drift

Mav - Icon

GatherUp - Icon

GatherUp

UserVoice-icon-color

UserVoice

Zoho Desk - Icon

Zoho Desk

Totango-icon-color

Totango

skilljar

Groove - Icon

Groove

HelloSign - Icon

HelloSign

Salesforce-icon-color

Salesforce

Microsoft PowerBI - Icon

Microsoft Power BI

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Microsoft Teams

ServiceNow - Icon

ServiceNow

Get conversation

Create customer

Create a new note thread on a conversation

Create note

Delete conversation

List customers

List mailboxes

Retrieve a list of tags used across all mailboxes

List tags

Retrieve a list of threads for a conversation

List threads

List users

Update an existing address for a customer

Update address

Update an existing chat handle for a customer

Update chat

Update an existing conversation. Only one field can be updated at a time.

Update conversation

Update customer

Update email

Update an existing phone number for a customer

Update phone

Update an existing thread. Only thread text can be updated at this time.

Update thread

List conversations

Get customer

Create conversation

Get user

Update an existing social profile for a customer

Update social profile

Update tags

21-9-Hm-3

Curb customer churn with preemptive workflows

using-intercom-and-salesforce-to-personalize-your-selling blog post cover image

using-intercom-and-salesforce-to-personalize-your-selling

Learn how to prioritize customer support queues 

zendesk-color-logo

Together, Zendesk + Tray.io close the gap between customer support, sales and the rest of the company.

create-a-churn-risk-detection-system blog post cover image

create-a-churn-risk-detection-system

Finally, an answer to customer churn

how-to-integrate-nps-into-salesforce-crm 

How to integrate NPS into Salesforce CRM

Connector Department - Customer Success and Support - Cards

Vox Media - Full - Dark

Mike Atwood - Vox Media

Vox Media - Mike Atwood

Customer Success and Support

Help Scout

List envelope documents

Adds templates to a document in the specified envelope. Global properties such as recipients will not be applied.

Apply envelope document templates

Applies templates to the specified envelope.

Apply envelope templates

Create an envelope in your DocuSign account.

Create Envelope

Creates the envelope custom fields for draft and in-process envelopes.

Create envelope custom fields

Create an envelope from a template in your DocuSign account.

Create envelope from template

Deletes the envelope custom fields for draft and in-process envelopes.

Delete envelope custom fields

Deletes the specified template from a document in an existing envelope.

Delete envelope template

Download a document from DocuSign. You'll be given a URL which you can pass to other connectors for uploading.

Download envelope document

Get account details

Get envelope by ID

Get template

Get details about the user you've connected to tray.

Get user info

Get a list of the accounts attached to a user's account.

List accounts

List accounts domains DDL

Retrieves the custom field information for the specified envelope.

List envelope custom fields

List envelope templates

Get a list of all the folders in your account.

List folders

Get a list of envelope templates associated with a document in the specified envelope.

List envelope templates by document

List envelopes

Get a list of templates for the specified account

List templates

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Updates the envelope custom fields for draft and in-process envelopes.

Update envelope custom fields

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

pipedrive-color-logo

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.

Intercom - Card

Intercom unlocks new efficiencies with sales automation

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

Connector Department - Sales - Cards

Udemy - Full - Dark

Udemy - Anonymous

Sales

marketing tools by tray.io

How Automation is Changing the Face of Business

Tray-IO Blog 6

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

business-automation blog post cover image

business-automation

GDPR compliance for US companies: What you need to know

Connector Department - All - Cards

New Relic - Full - Dark

New Relic - Anonymous

DocuSign - Icon

DocuSign

E-Signature

Watch the demo CTA Item - Used in main nav

Navigation CTA - Get Started

Product - Experiences

Product - Capabilities

Product - Platform Features

See Pricing / see packages

TUAC Platform Menu Packaging CTA - Option B

Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

logo - ibm

IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

Customer Spotlight

UAC Solutions - By Team

UAC Solutions - By Use Case

TUAC Solutions - by application column - view all connectors CTA

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

Tuac Solutions Customer Spotlight: mixpanel cta item

Tuac Solutions Customer Spotlight: mixpanel cta

Mixpanel - White - Full

Mixpanel accelerates mission-critical order-to-cash process by 25%

Resources - Learn & Evaluate

Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Eventbrite

TUAC Resources Customer Spotlight

Eventbrite - White - Full

Eventbrite accelerates high-quality integration delivery at scale and lifts customer satisfaction

See all our connectors (Tertiary)

Similar connectors to Help Scout and DocuSign

Connector Awards

Tray.io is the leader in low-code automation

DigitalOcean - Full - Dark

David Dorman of Digital Ocean works with Tray.io

David Dorman - DigitalOcean

DigitalOcean - David Dorman

Details - Single & Double

Start your free trial

Offer Type (Trial)

Campaign ID: Trial

Work Email

Company Name (Clearbit)

First Name (Clearbit)

Trial Multistep form

Trial Mulitstep Form - Primary Style

Trials + Demo | MAIN SITEWIDE CTA

Help Scout and DocuSign integrations couldn’t be easier with the Tray Platform’s robust Help Scout and DocuSign connector, which connects any services without the need for separate integration tools.

Help Scout and DocuSign integrations couldn’t be easier with the Tray Platform’s robust Help Scout and DocuSign connectors, which can connect to any service without the need for separate integration tools.

Integrate Help Scout and DocuSign with any SaaS application or service using the Tray Platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Help Scout and DocuSign and any other API, database, webhook, and more.