QuickBooks-icon-color

QuickBooks Online

Stripe - Icon

Stripe

SageIntacct-icon-color

Sage Intacct

adaptive-insights

Adaptive Insights

Anaplan-icon-color

Anaplan

Xero-icon-color

Xero

Concur-icon-color

Concur

quickbooks

QuickBooks Payments

Expensify-icon-color

Expensify

Freshbooks-icon-color

Freshbooks

HelloSign - Icon

HelloSign

ordway-logo

Ordway

Salesforce-icon-color

Salesforce

MicrosoftPowerBI-icon-color

Microsoft Power BI

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

HubSpot-icon-color

HubSpot

Asana-icon-color

Asana

Microsoft Sharepoint

AzureActive-icon-color

Azure Active Directory

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 documents

List envelope templates

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 all the folders in your account.

List folders

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

sean-passanisi

Udemy - Full

Sean Passanisi - Senior Manager, Sales and Marketing Operations

Udemy - White Full

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

Software analytics company - Customer Story Quote

White New Relic Logo

DocuSign

E-Signature

Slack-icon-color

Slack

Google Drive - Icon

Google Drive

Connectors

See all connectors

AWSS3

AWS S3

Zendesk-icon-color

Zendesk

Oracle NetSuite - Icon

NetSuite

Gmail - Icon

Gmail

Google Sheets - Icon

Google Sheets

Zoom - Icon

Zoom

Facebook - Icon

Facebook

Office365

Microsoft Office 365

Shopify-icon-color

Shopify

Jira

Snowflake - Icon

Snowflake

Marketo - Icon

Marketo

Airtable-icon-color

Airtable

Customer Stories

Featured: Gartner MQ for iPaaS

Gartner Feature

Log in

Get Started

Navbar links

Award - Best Meets Reqs Winter 2021

Awards - G2 Best Results Winter 2021

G2 - Users Most Likely To Recommend Winter 2021

Awards - G2 Users Most Likely To Recommend Winter 2021

G2 - High Performer Mid-Market Winter 2021

Awards - G2 High Performer Mid-Market Winter 2021

Awards - G2 High Performer Winter 2021

Awards - Leader Mid-Market Winter 2021

Awards - Leader Winter 2021

G2 - Momentum Leader API Mangement Winter 2021

Awards - G2 Momentum Leader API Mangement Winter 2021

Awards - G2 Momentum Leader iPaaS Winter 2021

Tray.io is the leader in low-code automation

3 Keys for Scaling Modern Workloads

3 Keys for Scaling Modern Integration Demands

AdRoll - Card

AdRoll integrates disparate lead data to target the best opportunities

apis-the-most-powerful-tools-you-didnt-know-you-had blog post cover image

apis-the-most-powerful-tools-you-didnt-know-you-had

APIs: The most powerful tools you didn't know you had

weekly-group-demo 2x

Tray Platform group demo every 3rd Thursday at 10am PT

zendesk-color-logo

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

About - Resources

brendon-ritz

AdRoll - Full

Featured partner

AdRoll

AdRoll White

Example Quote

Business professionals that want to integrate %connector% with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

Customer-Page Tray-IO

Select the type of demo you’d like

Get a Demo (Gray blue - 1285)

Get a demo

Offer Type (multiple choice)

Email

First Name (Clearbit)

Last Name (Clearbit)

Company Name (Clearbit)

Phone (Optional)

Company size (Clearbit)

Submit (get a demo) (left aligned)

Inline Demo Multi (1352) - 

Start your free trial

Offer Type (Trial)

Campaign ID: Trial

Tray Form Contentful ID - Trial Multistep form

Arrow Button →

You’re only minutes away from joining over 46,000+ organizations using the power of Tray

Sign up to Tray

G2 Crowd Top 50 Software 2022

Trial Multistep (pt 1)

Help us customize your experience by telling us a bit about what you would like to do

Personalize your setup

Trial Multistep (pt 2)

Trial Multistep form

Trial Mulitstep Form

Trials + Demo | MAIN SITEWIDE CTA

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

%connector% integration + automation

DocuSign and Pipe integration + automation

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

Popular DocuSign and Pipe integrations

Tray.io is the leader in low-code automation

Popular E-Signature and Finance and Accounting Connectors

Try Tray today and see for yourself. No strings attached.