Help Scout and HelloSign integration + automation

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

Help Scout and HelloSign Connector Details

Help Scout

Help Scout

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UsesCustomer Success and Support
CategoryCustomer Success and Support
Connector TypeTray Connector
Operations
Get conversationCreate customerCreate noteDelete conversationList customersList mailboxesList tagsList threadsList usersUpdate addressUpdate chatUpdate conversation
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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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The Tray Platform enables better cross-team collaboration, easier sharing of data in real time, and transparency across the client lifecycle.

Mike Atwood
Mike Atwood, Executive Director of Client Success
Vox Media

Tray.io is the leader in low-code automation

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