LivePerson and PandaDoc integration + automation

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

LivePerson and PandaDoc Connector Details

LivePerson LiveEngage connector logo

LivePerson

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UsesCustomer Success and Support, All
CategoryCustomer Success and Support
Connector TypeTray Connector
Operations
List servicesList usersExport audit trail to csvGet agent groupGet serviceGet userList agent groupsList audit trail recordsList profiles
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PandaDoc

PandaDoc

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UsesMarketing, All
CategoryContent Collaboration Software
Connector TypeTray Connector
Operations
Download documentGet document detailsGet document statusGet template detailsList documentsCreate document from templateCreate document linkDelete documentDelete templateList templatesSend document
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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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