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Microsoft Office 365

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G Suite

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Google Drive

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Microsoft OneDrive

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PandaDoc

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DocuSign

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Google Docs

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Salesforce

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Microsoft Dynamics 365

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Microsoft Sharepoint

Invites a user to your team using account ID or email address. If the user does not currently have a HelloSign account, a new one will be created for them. If a user is already a part of another Team, a "team_invite_failed" error will be returned. You must provide either an account ID or email address. If both are provided, the account ID will prevail.

Add user to team

Retrieves the properties and settings of your account.

Get account

Retrieves a copy of the current documents specified by the signature request ID parameter.

Get file

Retrieves a URL to a PDF merging all current signature request documents.

Get file URL

Returns the status of a signature request specified by the signature request ID parameter.

Get signature request

Retrieves information about your team as well as a list of its members.

Get team

Retrieves a list of signature requests using specific search fields. Fields may be left empty to list all signature requests.

List signature requests

Returns a list of the templates that are accessible by you.

List templates

List templates DDL

Removes the provided user account from your team. If the account had an outstanding invitation to your team, the invitation will be expired.

Remove user from team

Creates and sends a new signature request with the submitted documents.

Send signature request

Send signature request with template

HelloSign is the world's leading free eSignature platform. Send and receive electronic signatures securely with their end-user solution or the eSignature API.

Triggered when any event is received in your HelloSign account

Webhook

Get details about the authorised/logged in account.

HelloSign

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Streamline strategic sales with an automated deal desk

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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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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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E-Signature

Retrieve further pages of results with a cursor.

Continue list (pagination)

Retrieve a "latest" cursor for "List folder content".

Get latest folder content cursor

Copy a file/folder from a specified path to target location.

Copy file/folder

Create file request

Create folder

Add a template to be associated with the current authenticated user account.

Create template

Retrieve information about the current user's account.

Get account info

Get file request

Get template

Retrieve the metadata for a file or folder.

Get file/folder metadata

List file requests

List file requests DDL

List folder content

List folder content DDL

List the Template IDs associated with this user.

Add property groups to a Dropbox file. Template property groups can be created using the "Create template" operation.

Apply created template

Get a file from your dropbox account using its path.

Get file by path

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

Raw HTTP request (advanced)

Update file request

Upload file

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Personalization is shifting from email to omni-channel. Are you ready?

Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

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Jellyvision improves lead response speed, conversions, and win rate with automation

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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Dropbox

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Enabling your entire organization to deliver on the promise of automation

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

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

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

Integrate HelloSign and Dropbox 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 HelloSign and Dropbox and any other API, database, webhook, and more.