Lexoffice - Icon

Lexoffice

QuickBooks-icon-color

QuickBooks Online

SageIntacct-icon-color

Sage Intacct

2Checkout

adaptive-insights

Adaptive Insights

Sage 300 - Icon

Sage 300

Stripe - Icon

Stripe

Pigment logo

Pigment

Pex - Icon

Expensify-icon-color

Expensify

Xero - Icon

Xero

Ordway - Icon

Ordway

Square - Icon

Square

TikTok Shop - Icon

TikTok Shop

Anaplan-icon-color

Anaplan

HelloSign - Icon

HelloSign

Chargebee - Icon

Chargebee

Amazon Business - Icon

Amazon Business

Boostr - Icon

Boostr

Checkout.com - Icon

Checkout.com

Create a record in PortaBilling. Please refer to the documentation regarding input properties

Create record

Perform a custom operation in PortaBilling. 	This allows you to call an endpoint that does not fit within the normal 	'create', 'get', 'list', 'update' or 'delete' patterns. 	Please refer to documentation regarding input properties

Custom operation

Delete a record in PortaBilling. Please refer to documentation regarding input properties

Delete record

Retrieve a single record in PortaBilling. Please refer to documentation regarding input properties to filter results

Get record

Retrieve a list of records in PortaBilling. Please refer to documentation regarding input properties to filter results

List records

Update a record in PortaBilling. Please refer to the documentation regarding input properties

Update record

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

new-workflow-template-create-slack-notifications-for-zuora-events blog post cover image

new-workflow-template-create-slack-notifications-for-zuora-events

Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

dex-yp-color-logo

Thryv integrates online orders & payments to mobilize 1,500-person sales team

recurly-color-logo

Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

sales-operations-best-practices blog post cover image

sales-operations-best-practices

How to close the sales revenue gap

Connector Department - Finance and Accounting - Cards

Vestorly - Full - Dark

Vestorly - Jonathan Tartell

Finance and Accounting

PortaBilling - Icon

PortaBilling

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

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

Raw HTTP request (advanced)

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

Update envelope custom fields

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

pipedrive-color-logo

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.

Intercom - Card

Intercom unlocks new efficiencies with sales automation

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

Connector Department - Sales - Cards

Udemy - Full - Dark

Udemy - Anonymous

Sales

marketing tools by tray.io

How Automation is Changing the Face of Business

Tray-IO Blog 6

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

business-automation blog post cover image

business-automation

GDPR compliance for US companies: What you need to know

Connector Department - All - Cards

New Relic - Full - Dark

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

TUAC Platform Menu Packaging CTA - Option B

Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

logo - ibm

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

TUAC Solutions - by application column - view all connectors CTA

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

Tuac Solutions Customer Spotlight: mixpanel cta item

Tuac Solutions Customer Spotlight: mixpanel cta

Mixpanel - White - Full

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

TUAC Resources Spotlight - Eventbrite

TUAC Resources Customer Spotlight

Eventbrite - White - Full

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

See all our connectors (Tertiary)

Similar connectors to PortaBilling and DocuSign

Connector Awards

Tray.io is the leader in low-code automation

DigitalOcean - Full - Dark

David Dorman of Digital Ocean works with Tray.io

David Dorman - DigitalOcean

DigitalOcean - David Dorman

Details - Single & Double

"Request 1:1 demo" -> Demo LP [Primary style] | MAIN SITEWIDE CTA

MAIN SITEWIDE CTA | Demo Landing Page

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

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

Integrate PortaBilling and DocuSign 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 PortaBilling and DocuSign and any other API, database, webhook, and more.

PortaBilling and DocuSign integration + automation

Popular PortaBilling and DocuSign integrations

PortaBilling and DocuSign Connector Details

PortaBilling

DocuSign

Tray.io is the leader in low-code automation

Similar connectors to PortaBilling and DocuSign

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