Retention Rocket

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Zendesk

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Freshdesk

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Intercom

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Gainsight

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GatherUp

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Drift

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UserVoice

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Zoho Desk

skilljar

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Totango

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Groove

Help Scout

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HelloSign

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Salesforce

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Microsoft Power BI

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Microsoft Dynamics 365

Microsoft Teams

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Salesforce Pardot

List services

List users

Export audit trail to csv

Get agent group

Get service

Get user

List agent groups

List audit trail records

List profiles

21-9-Hm-3

Curb customer churn with preemptive workflows

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Learn how to prioritize customer support queues 

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

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Finally, an answer to customer churn

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How to integrate NPS into Salesforce CRM

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Customer Success and Support

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How Automation is Changing the Face of Business

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Streamline strategic sales with an automated deal desk

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The ultimate guide to automating the entire lead lifecycle

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Vox Media connects and automates pre- and post-sales to streamline workflow

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business-automation

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LivePerson LiveEngage

LivePerson

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

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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

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DocuSign

E-Signature

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Product - Platform Features

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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

Customer Spotlight

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A strategic platform with solutions for mission critical use cases

Solutions

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

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Your journey to automation excellence starts here

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

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Similar connectors to LivePerson and DocuSign

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

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

Integrate LivePerson 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 LivePerson and DocuSign and any other API, database, webhook, and more.

LivePerson and DocuSign integration + automation

Popular LivePerson and DocuSign integrations

LivePerson and DocuSign Connector Details

LivePerson

DocuSign

Tray.io is the leader in low-code automation

Similar connectors to LivePerson and DocuSign

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