PortaBilling and HelloSign integration + automation

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

PortaBilling and HelloSign Connector Details

PortaBilling

PortaBilling

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Create recordCustom operationDelete recordGet recordList recordsUpdate record
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HelloSign

HelloSign

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UsesSales, All
CategoryE-Signature
Triggers
WebhookGet account
Connector TypeTray Connector
Operations
Add user to teamGet accountGet fileGet file URLGet signature requestGet teamList signature requestsList templatesRemove user from teamSend signature requestSend signature request with template
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Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly

Tray.io is the leader in low-code automation

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