Anaplan + DocuSign
Integration + Automation

On-demand demo

Anaplan
+
DocuSign

Anaplan and DocuSign Solutions

Uses

Sales, Finance and Accounting, All

Business professionals that want to integrate Anaplan with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

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    Integrate with any app with our unique Universal Connector

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    Easily use our drag-and-drop workflow builder

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    Receive hands-on Anaplan support for ensured success

With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.

Sean Passanisi - Senior Manager, Sales and Marketing Operations
Anaplan

Anaplan

Connection Type

Service connector Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Delete uploaded file

Download file

Get deletion task status

Get export metadata

Get export task status

DocuSign

DocuSign

Connection Type

Service connector Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Apply envelope templates

Apply envelope document templates

Create Envelope

Create envelope custom fields

Create envelope from template

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What would you like to connect?