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ADP Generic

ADP Workforce Now

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SAP SuccessFactors

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Paylocity

BambooHR

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DocuSign

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Zenefits

Greenhouse

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Namely

Lattice - Icon

Lattice

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ExponentHR

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UltiPro

Personio

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Motivosity

Mosaic - Icon

Mosaic

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Kudos

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Salesforce

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Microsoft Power BI

Microsoft Teams

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Microsoft Dynamics 365

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Asana

Get employee enrollment information by employee number.

Get employee enrollment info

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

Raw HTTP request (advanced)

Dropbox

Dropbox is a modern workspace designed to reduce busywork-so you can focus on the things that matter. Sign in and put your creative energy to work.

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Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

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Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

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ANONYMOUS - Social Media Leader

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PlanSource

Human Resources Information Systems (HRIS)

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

marketing tools by tray.io

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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New Relic - Anonymous

HelloSign - Icon

E-Signature

"Request a trial" -> Trial LP [Primary] | MAIN SITEWIDE CTA

MAIN SITEWIDE CTA | Trial Landing Page

Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

CTA - Universal Automation Cloud LP - "Learn more" - Secondary

Universal Automation Cloud

CTA - Cvent case study - "Show me how" - Primary 

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Cvent migrates 500+ legacy integrations and achieves a 95% customer retention rate

Customer Spotlight

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UAC Solutions - By Team

UAC Solutions - By Use Case

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

AVID Nucleus Research ROI report

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AVID achieves 194% ROI and $348,293 in annual cost savings

Resources - Learn & Evaluate

Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Udemy

Resources Customer Spotlight - Primary

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Udemy streamlines self-service to enterprise sales process and saves 20+ hours per month

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See all our connectors (Tertiary)

Similar connectors to PlanSource and HelloSign

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Tray is the leading AI ready integration and automation platform

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Our interactive tour walks you through the Tray platform, showing you how integrations and automations work together to optimize your operations - on your own time, no pressure.

Take interactive tour

"Take interactive tour" -> Interactive Tour Form Modal [Primary]

"Request 1:1 demo" -> Platform Demo 1:1 Form Modal [Primary]

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

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

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

PlanSource and HelloSign integration + automation

PlanSource and HelloSign Connector Details

Popular PlanSource and HelloSign integrations

PlanSource and HelloSign templates