Universal Connector

DocuSign and Apttus integration + automation

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

DocuSign and Apttus Connector Details

DocuSign

DocuSign

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UsesSales, All
CategoryE-Signature
Connector TypeTray Connector
Operations
List 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
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UsesSales, Finance and Accounting
CategorySales Performance Management (SPM)
Connector TypeUniversal Connector

Minor Configuration Required

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

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

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.

Vice President, Business Systems
Udemy

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