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Lexoffice

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QuickBooks Online

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Sage Intacct

2Checkout

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Adaptive Insights

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Sage 300

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DocuSign

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Stripe

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Pigment

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PortaBilling

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Expensify

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Xero

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Ordway

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Square

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TikTok Shop

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Anaplan

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Amazon Business

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Chargebee

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Boostr

Finance Leader

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

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Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

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

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

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sales-operations-best-practices

How to close the sales revenue gap

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Vestorly - Jonathan Tartell

Finance and Accounting

Vena Solutions

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

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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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business-automation

GDPR compliance for US companies: What you need to know

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E-Signature

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Product - Experiences

Product - Capabilities

Product - Platform Features

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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

Solutions

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

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Resources - Success

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Your journey to automation excellence starts here

Resources

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TUAC Resources Customer Spotlight

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

See all our connectors (Tertiary)

Connector Awards

Tray.io is the leader in low-code automation

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David Dorman of Digital Ocean works with Tray.io

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Details - Single & Double

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

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

Integrate Vena Solutions and HelloSign 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 Vena Solutions and HelloSign and any other API, database, webhook, and more.