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 IDShow all
Finance and Accounting
List events DDL, WebhookShow all
Get upcoming invoice, List subscription schedules, List subscriptions, List subscriptions DDL, List tax IDs by customer, Pay invoice, Raw HTTP request (advanced), Create charge, Get card, Get chargeShow all
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.
Accelerate payments and contract approvals with custom Stripe + DocuSign integrations on the low-code Tray Platform. Any business user can use our 100% visual interface to bi-directionally sync their payment platform, e-signature software, and any other data source without needing extensive IT support.
Freely flow your payment and signature data anywhere you need by building flexible integrations between any of your favorite applications. You can rapidly connect any data source, including spreadsheets, flat files (such as CSVs), FTP, webhooks, and any other application, even using data within custom fields.
Integrations are only the beginning. The Tray Platform also empowers you to build custom Stripe + DocuSign automation to enhance process efficiency and drive revenue. Anyone can drag and drop together flexible, multi-step workflows to scale mission-critical payment and contract processes. Now, you can drive productivity, streamline approvals, and deliver a seamless customer experience.
Connect to anythingAccess every endpointAutomate any event
Visual and intuitive UX Clicks-or-code automationCollaborative development
Logical operatorsAdvanced capabilitiesReal-time logs
Elastic scalabilityParallel processingLog data storage
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
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