Universal Connector

cb insights and HelloSign integration + automation

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

cb insights and HelloSign Connector Details

cb insights

cb insights

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use cb insights connector available at the moment.

To get data in and out of cb insights, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

HelloSign

HelloSign

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UsesSales, All
CategoryE-Signature
Triggers
WebhookGet account
Connector TypeTray Connector
Operations
Add user to teamGet accountGet fileGet file URLGet signature requestGet teamList signature requestsList templatesRemove user from teamSend signature requestSend signature request with template
View documentation

Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly

Tray is the leading AI ready integration and automation platform

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