Uses
Finance and Accounting
Category
Finance and Accounting
Triggers
None
Connector type
Universal Connector
Operations
None
Uses
Sales, All
Category
E-Signature
Triggers
None
Connector type
Tray Connector
Operations
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 ID
Show all
Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.