Salesforce Pardot - Icon

Salesforce Pardot

HubSpot - Icon

HubSpot

Klaviyo - Icon

Klaviyo

Listrak - Icon

Listrak

Salesforce Marketing Cloud - Icon

Salesforce Marketing Cloud

ActiveCampaign-icon-color

ActiveCampaign

Act-On - Icon

Act-On

Acoustic Campaign - Icon

Acoustic Campaign

Remarkety - Icon

Remarkety

Marketo - Icon

Marketo

MailChimp

Mailchimp

DocuSign - Icon

DocuSign

GetResponse - Icon

GetResponse

Emarsys - Icon

Emarsys

Iterable - Icon

Iterable

Impartner - Icon

Impartner

Eloqua-icon-color

Eloqua

Drip - Icon

Drip

EasyPromos - Icon

Easypromos

ConvertKit

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

hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

pipedrive-color-logo

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.

Intercom - Card

Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

Connector Department - Sales - Cards

Udemy - Full - Dark

Udemy - Anonymous

Sales

marketing tools by tray.io

How Automation is Changing the Face of Business

Tray-IO Blog 6

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

business-automation blog post cover image

business-automation

GDPR compliance for US companies: What you need to know

Connector Department - All - Cards

New Relic - Full - Dark

New Relic - Anonymous

HelloSign - Icon

E-Signature

Add up to 1,000 contacts in your SendGrid database to a list in SendGrid. (Legacy Marketing Campaigns)

Add contacts to list - Legacy

Create a new custom field in your SendGrid account. (New Marketing Campaigns)

Create custom field – New

Create a new list in your SendGrid account. (New Marketing Campaigns)

Create list – New

Create a new segment in your SendGrid account. (New Marketing Campaigns)

Create segment – New

Create or update contacts in your SendGrid contacts database. If one of the contacts you specify is different to the existing contact in SendGrid, the contact in SendGrid will be updated with the new details. (Legacy Marketing Campaigns)

Create/update contacts - Legacy

Create or update contacts in your SendGrid contacts database. If one of the contacts you specify is different to the existing contact in Sendgrid, the contact in SendGrid will be updated with the new details. (New Marketing Campaigns)

Create/update contacts – New

Return data on a specific list by ID. (New Marketing Campaigns)

Get list - New

Get a list of campaigns from your SendGrid account. (Legacy Marketing Campaigns)

List campaigns - Legacy

Retrieve a list of all the categories in your SendGrid account.

List categories

Get a list of contacts (recipients) from your SendGrid account. (Legacy Marketing Campaigns)

List contacts - Legacy

List custom fields DDL

List custom fields new DDL

Get a list of all of the custom fields in your SendGrid account. (New Marketing Campaigns)

List custom fields – New

Get a list of all of the lists in your SendGrid account. (Legacy Marketing Campaigns)

List lists - Legacy

Get a list of all of the lists in your SendGrid account. (New Marketing Campaigns)

List lists - New

List lists DDL

List lists new DDL

List reserved fields DDL

List searchable fields DDL

List searchable fields new DDL

Get a list of segments in your SendGrid account. (New Marketing Campaigns)

List segments - New

List unsubscribe groups DDL

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

Raw HTTP request (advanced)

Search for contacts in your SendGrid account, based on one or more criteria. (Legacy Marketing Campaigns)

Search contacts - Legacy

Send an email to up to 1,000 people via SendGrid.

Send Email

Get a list of contacts (recipients) from your SendGrid account. (New Marketing Campaigns)

List contacts - New

Get a list of all of the custom fields in your SendGrid account. (Legacy Marketing Campaigns)

List custom fields - Legacy

The email service trusted by developers and marketers for time-savings, scalability, and delivery expertise.

Trigger a Tray workflow from webhooks in Sendgrid.

On Webhook

SendGrid

The State of Marketing technology eBook by Tray.io

tray-aberdeen-report-marketing-tech

Aberdeen Report: Marketing technology—controlling the chaos

BLOG - Hot Topic

Personalization is shifting from email to omni-channel. Are you ready?

Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

Jellyvision - Card

Jellyvision improves lead response speed, conversions, and win rate with automation

segment-color-logo

Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

Connector Department - Marketing - Cards

DigitalOcean - Full - Dark

David Dorman of Digital Ocean works with Tray.io

David Dorman - DigitalOcean

DigitalOcean - David Dorman

Marketing

SendGrid - Icon

Marketing Automation Platform (MAP)

Watch the demo CTA Item - Used in main nav

Navigation CTA - Get Started

Product - Experiences

Product - Capabilities

Product - Platform Features

See Pricing / see packages

TUAC Platform Menu Packaging CTA - Option B

Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

logo - ibm

IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

Customer Spotlight

UAC Solutions - By Team

UAC Solutions - By Use Case

TUAC Solutions - by application column - view all connectors CTA

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

Tuac Solutions Customer Spotlight: mixpanel cta item

Tuac Solutions Customer Spotlight: mixpanel cta

Mixpanel - White - Full

Mixpanel accelerates mission-critical order-to-cash process by 25%

Resources - Learn & Evaluate

Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Eventbrite

TUAC Resources Customer Spotlight

Eventbrite - White - Full

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

See all our connectors (Tertiary)

Similar connectors to HelloSign and SendGrid

Connector Awards

Tray.io is the leader in low-code automation

Details - Single & Double

"Request 1:1 demo" -> Demo LP [Primary style] | MAIN SITEWIDE CTA

MAIN SITEWIDE CTA | Demo Landing Page

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

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

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

HelloSign and SendGrid integration + automation

Popular HelloSign and SendGrid integrations

HelloSign and SendGrid Connector Details

HelloSign

SendGrid

Tray.io is the leader in low-code automation

Similar connectors to HelloSign and SendGrid

Discover the ultimate AI-powered iPaaS that supercharges your business with quick, seamless ecosystem integrations.