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Salesforce Pardot

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HubSpot

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Klaviyo

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Listrak

Salesforce Marketing Cloud - Icon

Salesforce Marketing Cloud

ActiveCampaign-icon-color

ActiveCampaign

Act-On - Icon

Act-On

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Acoustic Campaign

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Remarkety

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Marketo

MailChimp

Mailchimp

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GetResponse

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Emarsys

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Iterable

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Impartner

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Eloqua

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Drip

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Easypromos

ConvertKit

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SendGrid

Create contact

Add tags to contact

Retrieve all campaigns associated with a specific contact.

List campaigns

Create purchase order

Delete tags from contact

Returns a list of configured contact sources.

List contact sources

Returns a list of configured contact statuses.

List contact statuses

Retrieve all tags associated with a specific contact.

List contact tags

Returns a list of configured contact temperatures.

List contact temperatures

Use to search for contacts. If contact ID is specified then it will only use that parameter.

List contacts

Start campaigns

Stop campaigns

Update contact

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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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LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

Streamline strategic sales with an automated deal desk

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Sales ops best practices

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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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Sales

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Hatchbuck

Marketing Automation Platform (MAP)

List envelope documents

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 templates

Get a list of all the folders in your account.

List folders

Get a list of envelope templates associated with a document in the specified envelope.

List envelope templates by document

List envelopes

Get a list of templates for the specified account

List templates

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

Raw HTTP request (advanced)

Updates the envelope custom fields for draft and in-process envelopes.

Update envelope custom fields

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How Automation is Changing the Face of Business

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

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DocuSign

E-Signature

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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

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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

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

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Similar connectors to Hatchbuck and DocuSign

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

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

Integrate Hatchbuck and DocuSign 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 Hatchbuck and DocuSign and any other API, database, webhook, and more.

Hatchbuck and DocuSign integration + automation

Popular Hatchbuck and DocuSign integrations

Hatchbuck and DocuSign Connector Details

Hatchbuck

DocuSign

Tray.io is the leader in low-code automation

Similar connectors to Hatchbuck and DocuSign

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