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Salesforce Pardot

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Klaviyo

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Listrak

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Salesforce Marketing Cloud

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ActiveCampaign

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Act-On

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Acoustic Campaign

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Remarkety

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Marketo

MailChimp

Mailchimp

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DocuSign

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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

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

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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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

marketing tools by tray.io

How Automation is Changing the Face of Business

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The ultimate guide to automating the entire lead lifecycle

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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E-Signature

Check if a contact with an email address exists.

Contact exists with email?

Create blog post

Create contact list

Create a CRM object with the given properties and return a copy of the object, including the ID. Please define a schema in advance using the 'Create object schema' operation.

Create custom object

Creates and tracks deals in HubSpot. It also allows you to connect HubSpot with an external CRM or other sales management software.

Create deal

Get owner

List comments DDL

List contact lists DDL

List contact properties DDL

List contacts DDL

List crm object types DDL

List folder paths DDL

List line item properties DDL

List line items DDL

List meeting engagement properties DDL

List meeting engagements DDL

List note engagement properties DDL

List properties DDL

List property groups DDL

List subscription types DDL

List ticket properties DDL

List tickets DDL

Search objects

Update a CRM object. The values assigned to 'Properties' can be cleared by passing an empty string.

Update custom object

Update an email address' email type subscription status or permanently unsubscribe an email address from all subscriptions.

Update subscription status

List owners DDL

Delete contact list

Add contact to company

Add contact records that have already been created in the system to a contact list. You can either specify their email addresses or their IDs.

Add contact to list

Move a specified property to the recycling bin.

Archive property

Cancel marketing event (beta)

Move a specified property group to the recycling bin.

Archive property group

Associate crm objects

Associate a custom object with another object.

Associate custom object

Create a group of line items in your HubSpot account.

Batch create line items

Create a group of products in your HubSpot account.

Batch create products

If multiple contacts already exist update their data. Create new contacts if they do not i.e. Upsert

Batch create/update contact

Delete a group of line items from your HubSpot account.

Batch delete line items

Delete a group of products from your HubSpot account.

Batch delete products

Batch update companies

Update a group of deals in your HubSpot account.

Batch update deals

Update a group of line items in your HubSpot account.

Batch update line items

Update a group of products in your HubSpot account

Batch update products

Using the Event ID calculate the attendance duration for all attendees and update said attendees timeline entries.

Calculate attendance duration at event for all attendees

Create call engagement

Create company

Create contact

Create an email with the given properties.

Create email engagement

Create a line item in your HubSpot account.

Create line item

Create marketing event (beta)

Create a meeting with the given properties.

Create meeting engagement

Create note engagement

Define a new object schema, along with custom properties and associations.

Create object schema

Create a product in your Hubspot account.

Create product

Create property

Create a new property group for an object type.

Create property group

Create task engagement

Create ticket

If contact already exists update their data. Create a new contact if not i.e. Upsert

Create/update contact

If a marketing event already exists update the data. Create a new marketing event if it does not i.e. Upsert

Create/update marketing event (beta)

Delete all associations between two records.

Delete associations from CRM objects

Delete blog post

Delete comment

Delete company

Delete contact

Delete custom object association

Delete deal

Delete line item

Delete a schema. NB: Any existing records of this schema must be deleted first, otherwise this request will fail.

HelloSign and HubSpot integration + automation

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