We’re excited to announce a new product and features that drive enhanced connectivity and automation for enterprise velocity. Dramatically simplify API integrations with our Connectivity API product, get started building your own Tray connectors with the Connector Builder, and try out our new Authentication and Projects features and more. Login or sign up today to try it out.
Uses
Finance and Accounting
Category
Connector type
Tray Connector
Triggers
None
Operations
None
Uses
Sales, All
Category
Connector type
Tray Connector
Triggers
None
Operations
Apply envelope document templates, Apply envelope templates, Create Envelope, Create envelope custom fields, Create envelope from template, Delete envelope custom fields, Delete envelope template, Download envelope document, Get account details, Get envelope by IDShow all
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.
Connect to anythingAccess every endpointAutomate any event
Visual and intuitive UX Clicks-or-code automationCollaborative development
Logical operatorsAdvanced capabilitiesReal-time logs
Elastic scalabilityParallel processingLog data storage
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access