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

GetResponse - Icon

GetResponse

Emarsys - Icon

Emarsys

Iterable - Icon

Iterable

Impartner - Icon

Impartner

Eloqua-icon-color

Eloqua

Drip - Icon

Drip

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Easypromos

ConvertKit

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SendGrid

Get campaign object fields DDL

Create or merge a contact by looking for an existing contact with a matching unique field and merges supplied data with existing data. If no unique field is supplied or if no existing contact has a matching unique field field, a new contact will be created. Recommended to avoid unwanted duplicate mailings. While merging on the unique_id field is supported, merging on the id field is not, and may cause unintended consequences.

Create or merge a contact

Get contact object fields DDL

Get a list of Contacts using various search parameters.

List contacts

Retrieve the IDs of contact objects or custom objects by their email field.

Get object IDs by email

Retrieve the meta data for the contact object.

Get contact object metadata

Get group object fields DDL

Get specific campaign info

List campaigns DDL

Get tag object fields DDL

List all fields DDL

Get a list of Campaigns using various search parameters.

List campaigns

List contacts DDL

Retrieves information about the fields and sections an object has. If a section name is passed, only the fields in that section will be returned. If a field name is passed, only that field information will be returned. By default, this endpoint returns all sections and fields for a specified object.

List fields and sections in object

Get a list of Groups using various search parameters.

List groups

List groups DDL

List the field meta data for the specified object.

List object types

List object types DDL

List objects based on given parameters. The conditions parameter will only succeed if no object IDs are given.

List objects

List objects DDL

List sections DDL

List sequences

List sequences DDL

Get a list of Tags using various search parameters.

List tags

List tags DDL

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

Raw HTTP request (advanced)

Subscribe one or more objects to one or more campaigns or sequences.

Subscribe object to campaign or sequence

Update fields and sections in an object record. The section MUST exist in order to update it. Any fields that do not already exist will be created.

Update fields and sections in object

Update an existing object with given data

Update object data

Ontraport 1

Integrations

Low-code + flexible Ontraport integrations

Ontraport 2

Automation

Ontraport automation for any use case

Ontraport 3

Use cases

Sales and marketing automation at scale

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

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Aberdeen Report: Marketing technology—controlling the chaos

BLOG - Hot Topic

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

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

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

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

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David Dorman of Digital Ocean works with Tray.io

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DigitalOcean - David Dorman

Marketing

Ontraport

Marketing Automation Platform (MAP)

List envelope documents

Adds templates to a document in the specified envelope. Global properties such as recipients will not be applied.

Apply envelope document templates

Applies templates to the specified envelope.

Apply envelope templates

Create an envelope in your DocuSign account.

Create Envelope

Creates the envelope custom fields for draft and in-process envelopes.

Create envelope custom fields

Create an envelope from a template in your DocuSign account.

Create envelope from template

Deletes the envelope custom fields for draft and in-process envelopes.

Delete envelope custom fields

Deletes the specified template from a document in an existing envelope.

Delete envelope template

Download a document from DocuSign. You'll be given a URL which you can pass to other connectors for uploading.

Download envelope document

Get account details

Get envelope by ID

Get template

Get details about the user you've connected to tray.

Get user info

Get a list of the accounts attached to a user's account.

List accounts

List accounts domains DDL

Retrieves the custom field information for the specified envelope.

List envelope custom fields

List envelope templates

Get a list of all the folders in your account.

List folders

Get a list of envelope templates associated with a document in the specified envelope.

List envelope templates by document

List envelopes

Get a list of templates for the specified account

List templates

Updates the envelope custom fields for draft and in-process envelopes.

Update envelope custom fields

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

Streamline strategic sales with an automated deal desk

sales marketing mix

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

Connector Department - Sales - Cards

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Udemy - Anonymous

Sales

marketing tools by tray.io

How Automation is Changing the Face of Business

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

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business-automation

GDPR compliance for US companies: What you need to know

Connector Department - All - Cards

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New Relic - Anonymous

DocuSign - Icon

DocuSign

E-Signature

Watch the demo CTA Item - Used in main nav

Navigation CTA - Get Started

Product - Experiences

Product - Capabilities

Product - Platform Features

See Pricing / see packages

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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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

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UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

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Tuac Solutions Customer Spotlight: mixpanel cta

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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

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

Ontraport and DocuSign integration + automation

Popular Ontraport and DocuSign integrations

Ontraport and DocuSign Connector Details

Ontraport

DocuSign

Tray.io is the leader in low-code automation

Similar connectors to Ontraport and DocuSign

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