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Microsoft Office 365

LivePerson LiveEngage

LivePerson

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G Suite

Google Drive - Icon

Google Drive

Retention Rocket

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Microsoft OneDrive

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Zendesk

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Dropbox

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Intercom

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Gainsight

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Drift

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GatherUp

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DocRaptor

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UserVoice

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Zoho Desk

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Totango

skilljar

Google Docs

Create company

Delete note

List agents DDL

List companies DDL

List contact fields

List contacts DDL

Update company

Delete contact

Delete ticket

List products DDL

Delete company

List groups

List email configs DDL

List tickets DDL

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

Raw HTTP request (advanced)

Get company

Create contact

Create note

Create ticket

Get agent

Get contact

Get ticket

List agents

List companies

List company fields

List contacts

List email configs

List groups DDL

List products

List ticket conversations

List ticket fields

Retrieve a list of ticket satisfaction ratings.

List ticket satisfaction ratings

List ticket time entries

List tickets

Restore ticket

Update contact

Update note

Update ticket

Upload contact avatar

21-9-Hm-3

Curb customer churn with preemptive workflows

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Learn how to prioritize customer support queues 

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

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Finally, an answer to customer churn

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How to integrate NPS into Salesforce CRM

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Vox Media - Mike Atwood

Customer Success and Support

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Freshdesk

Download document

Get document details

Get basic data about a document such as name, status, and dates.

Get document status

Get template details

Optionally filter by a search query or tags.

List documents

List documents DDL

Create a document from a PandaDoc template.

Create document from template

Create a document link to share a document.

Create document link

Delete document

Delete template

List templates

Move a document to sent status and send an optional email.

Send document

PandaDoc 1

Integrations

Easy PandaDoc Integrations

PandaDoc 2

Automation

PandaDoc automation for any use case

PandaDoc 3

Use cases

Heavy-Duty PandaDoc use cases

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The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

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Aberdeen Report: Marketing technology—controlling the chaos

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

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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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David Dorman of Digital Ocean works with Tray.io

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Marketing

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How Automation is Changing the Face of Business

Streamline strategic sales with an automated deal desk

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

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business-automation

GDPR compliance for US companies: What you need to know

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PandaDoc

Content Collaboration Software

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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

Customer Spotlight

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A strategic platform with solutions for mission critical use cases

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Mixpanel accelerates mission-critical order-to-cash process by 25%

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Your journey to automation excellence starts here

Resources

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Eventbrite accelerates high-quality integration delivery at scale and lifts customer satisfaction

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Similar connectors to Freshdesk and PandaDoc

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Work Email

Company Name (Clearbit)

First Name (Clearbit)

Last Name (Clearbit)

Phone (Optional)

Company size (Clearbit)

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Trial Multistep form

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

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

Integrate Freshdesk and PandaDoc 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 Freshdesk and PandaDoc and any other API, database, webhook, and more.