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Salesforce Pardot

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HubSpot

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Klaviyo

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Listrak

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Salesforce Marketing Cloud

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ActiveCampaign

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Act-On

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Acoustic Campaign

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Remarkety

MailChimp

Mailchimp

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DocuSign

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GetResponse

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Emarsys

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Iterable

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Impartner

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Eloqua

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Drip

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Easypromos

ConvertKit

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SendGrid

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

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Streamline strategic sales with an automated deal desk

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Sales ops best practices

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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.

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Intercom unlocks new efficiencies with sales automation

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

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Sales

marketing tools by tray.io

How Automation is Changing the Face of Business

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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

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GDPR compliance for US companies: What you need to know

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E-Signature

Add leads to static list

Delete static list

Approves the current draft of the type, and makes it the live version. This will delete the current live version of the type.

Approve custom activity type

Checks if leads are members of a given static list

Check lead list membership

Clone program

Creates and queues a bulk export activities job. Once completed, you can download the file as a CSV using the "Download Bulk Export Activities Job File" operation.

Create bulk export activities job

Get static lists DDL

Creates and queues a bulk export leads job. Once completed, you can download the file as a CSV using the "Download Bulk Export Leads Job File" operation.

Create bulk export leads job

Creates and queues a bulk export program members job. Once completed, you can download the file as a CSV using the "Download Bulk Export Program Members Job File" operation.

Create bulk export program members job

Creates and queues a bulk import custom object job.

Create bulk import custom object job

Creates and queues a bulk import leads job. You can poll the status of the import using the Get import lead status operation.

Create bulk import leads job

List custom object filter types DDL

This API is used to add custom activity for multiple leads. A maximum of 300 activity records can be submitted at a time.

Create custom activities

Creates a new custom activity type draft in the target instance.

Create custom activity type

Adds activity attributes to the target type. These are added to the draft version of the type.

Create custom activity type attributes

Create static list

List custom object type fields DDL

Create or update a list of companies in Marketo.

Create/update multiple companies

Create or update custom object data in Marketo.

Create/update multiple custom objects

Create or update a list of leads in Marketo.

Create/update multiple leads

Create or update a list of opportunities in Marketo.

Create/update multiple opportunities

Create or update a list of opportunity roles in Marketo.

Create/update multiple opportunity roles

Create or update a list of sales persons in Marketo.

Create/update multiple sales persons

Creates or updates a token in the parent folder.

Create/update token

Delete multiple companies for a given criteria.

Delete companies

Deletes the target custom activity type. The type must first be removed from use by any assets, such as triggers or filters.

Delete custom activity type

Delete a pending user. A pending user is a user that has not yet accepted an invitation.

Delete invited user

Delete leads

Removes a given set of person records from a target static list.

Delete leads from static list

Delete multiple opportunities for a given criteria.

Delete opportunities

Delete multiple opportunity roles for a given criteria.

Delete opportunity roles

Delete multiple sales persons for a given criteria.

Delete sales persons

List programs DDL

Returns metadata for a specific custom activity type.

Describe custom activity type

Get full details about an object type in Marketo.

Describe object

Downloads the CSV file that was exported as part of a bulk activities export job, using the export ID. NOTE: this will only work for jobs that have completed.

Download bulk export activities job file

Downloads the CSV file that was exported as part of a bulk lead export job, using the export ID. NOTE: this will only work for jobs that have completed.

Download bulk export leads job file

Downloads the CSV file that was exported as part of a bulk program member export job, using the export ID. NOTE: this will only work for jobs that have completed.

Download bulk export program members job file

Gets the current status of a bulk activities export job.

Get activities bulk export job status

Get activity type attributes DDL

This API returns meta data about activity types (except change data value) available in Marketo.

Get activity types

Get activity types DDL

Get a lead in Marketo by their ID. If the lead does not exist, create a new lead. If the lead does exist, update the lead.

Get and Create/Update lead

This API returns meta data about custom activity types (except change data value) available in Marketo.

HelloSign and Marketo integration + automation

Popular HelloSign and Marketo integrations

HelloSign and Marketo Connector Details

HelloSign

Marketo

Tray.io is the leader in low-code automation

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