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Microsoft Office 365

LivePerson LiveEngage

LivePerson

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Google Drive

Retention Rocket

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G Suite

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Zendesk

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Microsoft OneDrive

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Dropbox

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Freshdesk

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Intercom

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Gainsight

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GatherUp

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Drift

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DocRaptor

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UserVoice-icon-color

UserVoice

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Zoho Desk

Google Docs

Google Slides

Get conversation

Create customer

Create a new note thread on a conversation

Create note

Delete conversation

List customers

List mailboxes

Retrieve a list of tags used across all mailboxes

List tags

Retrieve a list of threads for a conversation

List threads

List users

Update an existing address for a customer

Update address

Update an existing chat handle for a customer

Update chat

Update an existing conversation. Only one field can be updated at a time.

Update conversation

Update customer

Update email

Update an existing phone number for a customer

Update phone

Update an existing thread. Only thread text can be updated at this time.

Update thread

List conversations

Get customer

Create conversation

Get user

Update an existing social profile for a customer

Update social profile

Update tags

21-9-Hm-3

Curb customer churn with preemptive workflows

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Learn how to prioritize customer support queues 

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Together, Zendesk + Tray.io close the gap between customer support, sales and the rest of the company.

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Finally, an answer to customer churn

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How to integrate NPS into Salesforce CRM

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Customer Success and Support

Help Scout

Download document

Get document details

Get basic data about a document such as name, status, and dates.

Get document status

Get template details

Optionally filter by a search query or tags.

List documents

List documents DDL

Create a document from a PandaDoc template.

Create document from template

Create a document link to share a document.

Create document link

Delete document

Delete template

List templates

Move a document to sent status and send an optional email.

Send document

PandaDoc 1

Integrations

Easy PandaDoc Integrations

PandaDoc 2

Automation

PandaDoc automation for any use case

PandaDoc 3

Use cases

Heavy-Duty PandaDoc use cases

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

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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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Marketing

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How Automation is Changing the Face of Business

Streamline strategic sales with an automated deal desk

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

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PandaDoc

Content Collaboration Software

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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

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A strategic platform with solutions for mission critical use cases

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Mixpanel accelerates mission-critical order-to-cash process by 25%

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Your journey to automation excellence starts here

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

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Tray.io is the leader in low-code automation

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

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

Integrate Help Scout and PandaDoc 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 Help Scout and PandaDoc and any other API, database, webhook, and more.

Help Scout and PandaDoc integration + automation

Popular Help Scout and PandaDoc integrations

Help Scout and PandaDoc Connector Details

Help Scout

PandaDoc

Tray.io is the leader in low-code automation

Similar connectors to Help Scout and PandaDoc

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