Microsoft Teams

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Microsoft Sharepoint

Jira

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Microsoft Outlook

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Slack

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Notion

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DocuSign

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Miro

Jive

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Google Chat

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Zoom

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Giphy

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Front

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Crossbeam

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Teamwork

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Sedna

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Yammer

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Workplace by Facebook

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Cisco Webex

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

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Streamline strategic sales with an automated deal desk

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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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E-Signature

List teams DDL

List workspace members DDL

Retrieve the account ID of the current user.

Get account ID

Create a document and return the upload URL that you can then use to upload the document separately.

Create document for uploading

Delete a document from one of your Huddle workspaces.

Delete Document

For a given folder, get a paged list of documents and folders within that folder.

List folder documents & folders

Upload a document using the upload URL that is returned in a create document for uploading step.

Upload document

Download Document

Copy a document to a different folder in Huddle.

Copy document

Create document

Create Folder

Update a folder within a directory if it exists, create it if it doesn't.

Create or Update Folder

Create workspace

Get Document

Search a folder to find a folder in a directory with the specified title. If found, it is returned.

Find folder by title

Get a list of all of the OPEN approvals in a Huddle workspace. Any approvals containing at least one open assignment will be returned. Note that you must be a workspace manager to get a list of approvals.

List Approvals (manager only)

Create team

Check to see if a folder exists, using it's unique ID.

Folder exists?

Get a list of all of the folders in workspace, or optionally in a particular folder within that workspace.

List folders

List teams

Get a list of all of the workspaces that you (the authenticated user) have access to.

List workspaces

List workspaces DDL

Move a document to a different folder in Huddle.

Move document

Move folder

Update a folder's details, including the title and description.

Update folder

Get Workspace

Get a list of all of the approvals for a document.

List Document Approvals

Get Folder

Get User

Upload archive

Upload single file chunk

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Huddle

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

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

Integrate HelloSign and Huddle 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 HelloSign and Huddle and any other API, database, webhook, and more.

HelloSign and Huddle integration + automation

Popular HelloSign and Huddle integrations

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Huddle

Tray.io is the leader in low-code automation

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