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Microsoft Calendar

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Float

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DocuSign

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Toggl

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Thumbtack

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Calendly

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Harvest

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Google Tasks

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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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HubSpot

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Salesforce Pardot

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Microsoft Sharepoint

Create task

Update reminder

Get list by ID

List lists

Create list

Update subtask

Delete task

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Get task by ID

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Update task

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Get subtask by ID

Create subtask

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List reminders

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Create reminder

Get reminder by ID

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How Automation is Changing the Face of Business

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Streamline strategic sales with an automated deal desk

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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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GDPR compliance for US companies: What you need to know

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Wunderlist

Scheduling and Time Tracking

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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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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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

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

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

Integrate Wunderlist 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 Wunderlist and HelloSign and any other API, database, webhook, and more.

Wunderlist and HelloSign integration + automation

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Wunderlist

HelloSign

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