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Salesforce

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SalesforceIQ

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ConnectWise

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DocuSign

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Mindbody

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Copper

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SugarCRM

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Pipedrive

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Zoho CRM

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Streak

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Agile CRM

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Pipeliner

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Dynamo

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Insightly

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Vtiger

Get a list of entities from your Microsoft Dynamics 365 account and filter them with a user defined query.

List entities (raw filter)

Create an entity of any type in your Microsoft Dynamics 365 account.

Create entity

Run queries against entity data (uses FetchXML query strings). Enables more advanced operations such as aggregation of data e.g sum, count, max, etc.

Query entity data

List entity type attributes

List entity type attributes DDL

Update an entity of any type in your Microsoft Dynamics 365 account.

Update entity

Get an entity of any type from your Microsoft Dynamics 365 account.

Get entity

List party navigation property names DDL

Get a list of possible options for a dropdown attribute, such as lead status.

List status attribute options

Delete an entity of any type in your Microsoft Dynamics 365 account.

Delete entity

Run a raw fetch XML query against the Dynamics instance.

Run fetch XML query (advanced)

Retrieves stored information about the user.

Get user information

List entity types in Microsoft Dynamics 365

List entity types

List one to many relationships

List entity types DDL

Get a list of entities from your Microsoft Dynamics 365 account.

List entities

List entity set attributes DDL

List entity sets DDL

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How to Automate Lead-to-Account Matching

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

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Personalization is shifting from email to omni-channel. Are you ready?

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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Customer Relationship Management (CRM)

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

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E-Signature

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Similar connectors to Microsoft Dynamics 365 and HelloSign

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Microsoft Dynamics 365 and HelloSign integrations couldn’t be easier with the Tray platform’s robust Microsoft Dynamics 365 and HelloSign connector, which connects any services without the need for separate integration tools.

Microsoft Dynamics 365 and HelloSign integrations couldn’t be easier with the Tray platform’s robust Microsoft Dynamics 365 and HelloSign connectors, which can connect to any service without the need for separate integration tools.

Integrate Microsoft Dynamics 365 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 Microsoft Dynamics 365 and HelloSign and any other API, database, webhook, and more.

Microsoft Dynamics 365 and HelloSign integration + automation

Microsoft Dynamics 365 and HelloSign Connector Details

Popular Microsoft Dynamics 365 and HelloSign integrations

Microsoft Dynamics 365 and HelloSign templates