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ADP Workforce Now

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Lattice

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Kudos

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Paylocity

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SAP SuccessFactors

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DocuSign

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PlanSource

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ExponentHR

BambooHR

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Zenefits

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UltiPro

Greenhouse

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Namely

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Mosaic

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Motivosity

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Salesforce

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Microsoft Power BI

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Microsoft Dynamics 365

Microsoft Teams

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Salesforce Pardot

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

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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

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

Raw HTTP request (advanced)

Add attendance data for the company employees.

Add attendance data

Create an employee. If the employee hire date is before todays date the employee will automatically be set to active.

Create employee

Get absence

Get an employee. To have additional fields returned please declare them in your Personio API settings. See Tray documentation for more details.

Get employee

Update attendance data for the company employees.

Update attendance data

Retrieves absence data for the company employees.

List absences

Retrieves attendance data for the company employees.

List attendances

List custom attributes

List custom attributes DDL

List all employees. To have additional fields returned please declare them in your Personio API settings. See Tray documentation for more details.

List employees

List employees DDL

Update employee

Dropbox

Dropbox is a modern workspace designed to reduce busywork-so you can focus on the things that matter. Sign in and put your creative energy to work.

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Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

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Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

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Personio

Human Resources Information Systems (HRIS)

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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

Solutions

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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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Tray.io is the leader in low-code automation

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

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

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

HelloSign and Personio integration + automation

Popular HelloSign and Personio integrations

HelloSign and Personio Connector Details

HelloSign

Personio

Tray.io is the leader in low-code automation

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