Lexoffice - Icon

Lexoffice

QuickBooks-icon-color

QuickBooks Online

SageIntacct-icon-color

Sage Intacct

2Checkout

adaptive-insights

Adaptive Insights

Sage 300 - Icon

Sage 300

DocuSign - Icon

DocuSign

Stripe - Icon

Stripe

Pigment logo

Pigment

PortaBilling - Icon

PortaBilling

Pex - Icon

Expensify-icon-color

Expensify

Xero - Icon

Xero

Ordway - Icon

Ordway

TikTok Shop - Icon

TikTok Shop

Anaplan-icon-color

Anaplan

Chargebee - Icon

Chargebee

Amazon Business - Icon

Amazon Business

Boostr - Icon

Boostr

Checkout.com - Icon

Checkout.com

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

Get payment

Get order

Get subscription

Get bank account

Get customer

Get invoice

Get loyalty account

List invoices DDL

List bank accounts

List bank accounts DDL

Retrieves the list of customer groups of a business.

List customer groups

List customer groups DDL

Lists customer profiles associated with a Square account.

List customers

List customers DDL

Retrieves a list of invoices for a given location.

List invoices

Provides information of all locations of a business.

List locations

List locations DDL

Searches for loyalty accounts in a loyalty program.

Search loyalty accounts

List payments

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

Raw HTTP request (advanced)

Searches the customer profiles associated with a Square account using a supported query filter.

Search customers

Searches for invoices from a location specified in the filter.

Search invoices

Searches all orders for one or more locations.

Search orders

Search subscriptions

Returns a paginated list of TeamMember objects for a business.

Search team members

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

new-workflow-template-create-slack-notifications-for-zuora-events blog post cover image

new-workflow-template-create-slack-notifications-for-zuora-events

Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

dex-yp-color-logo

Thryv integrates online orders & payments to mobilize 1,500-person sales team

recurly-color-logo

Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

sales-operations-best-practices blog post cover image

sales-operations-best-practices

How to close the sales revenue gap

Connector Department - Finance and Accounting - Cards

Vestorly - Full - Dark

Vestorly - Jonathan Tartell

Finance and Accounting

Product-Usage-Data-eBook-blog

Make customer insights actionable with product usage data

asana-color-logo

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

Slack-color-logo

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

fullcontact-color-logo

FullContact offers customer intelligence APIs to enable companies to understand their customers holistically.

Connector Department - Product - Cards

Copper - Full - Dark

Brett Schuenemann - Copper

Copper - Brett Schuenemann

Product

Connector Department - E-Commerce - Cards

Fico - Full - Dark

Fico - Anonymous

E-Commerce

Square - Icon

Square

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 Square

Connector Awards

Tray.io is the leader in low-code automation

DigitalOcean - Full - Dark

DigitalOcean - David Dorman

Details - Single & Double

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

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

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