Agile CRM and DocuSign integration + automation
Agile CRM and DocuSign integrations couldn’t be easier with the Tray Platform’s robust Agile CRM and DocuSign connectors, which can connect to any service without the need for separate integration tools.
Popular Agile CRM and DocuSign integrations
Agile CRM and DocuSign Connector Details
Connector TypeTray Connector
Operations
Create helpdesk ticketCreate deal noteList notes by dealUpdate taskCreate taskUpdate dealGet companyList dealsList tracksUpdate contactUpdate companyCreate companyand 4 more...
Connector TypeTray Connector
Operations
View documentationList envelope documentsApply envelope document templatesApply envelope templatesCreate EnvelopeCreate envelope custom fieldsCreate envelope from templateDelete envelope custom fieldsDelete envelope templateDownload envelope documentGet account detailsGet envelope by IDGet template
The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.
