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QuickBooks Online

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Stripe

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Coupa

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Sage Intacct

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Adaptive Insights

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Anaplan

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Xero

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Concur

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QuickBooks Payments

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Expensify

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Freshbooks

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HelloSign

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Ordway

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Salesforce

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Microsoft Power BI

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Microsoft Dynamics 365

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HubSpot

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Asana

Microsoft Sharepoint

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Dex Yp used Tray.io to connect their MarTech stack

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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How to close the sales revenue gap

Media Leader

Leading media firm expedites RFP processes with automation

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Finance and Accounting

FreeAgent

Mitigate risk and monitor real-time spending with easy-to-use, low-code automation. Integrate with payroll, HR, and any other tools on the Tray Platform.

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Slack

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Zendesk

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NetSuite

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Gmail

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Google Sheets

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Zoom

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Facebook

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Microsoft Office 365

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Shopify

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Snowflake

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Marketo

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Airtable

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AdRoll integrates disparate lead data to target the best opportunities

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The ultimate guide to automating the entire lead lifecycle

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Single connector generic section

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

DocuSign

FreeAgent and DocuSign integration + automation

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

Popular FreeAgent and DocuSign integrations

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Popular Finance and Accounting and E-Signature Connectors

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