Zendesk Sell and DocuSign integration + automation

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

Zendesk Sell and DocuSign Connector Details

Zendesk Sell

Zendesk Sell

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UsesSales
CategoryProject Management, Customer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Delete contactGet orderCreate contactDelete dealDelete leadDelete productList deal associated contactsCreate callCreate dealCreate leadCreate noteCreate orderand 18 more...
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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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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

Tray.io is the leader in low-code automation

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