DocuSign and Avalara integration + automation
DocuSign and Avalara integrations couldn’t be easier with the Tray Platform’s robust DocuSign and Avalara connectors, which can connect to any service without the need for separate integration tools.
Popular DocuSign and Avalara integrations
Uses
All
Category
E-Signature
Connector type
Tray Connector
Triggers
None
Operations
Apply envelope templates, Apply envelope document templates, Create Envelope, Create envelope custom fields, Create envelope from template, Delete envelope custom fields, Delete envelope template, Download envelope document, Get account details, Get envelope by IDShow all
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.
Tray.io is the leader in low-code automation
Popular E-Signature and Finance and Accounting Connectors
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Enterprises and rapidly growing firms trust the Tray Platform
Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.
The Tray Platform is...
Flexible
Connect to anything
Access every endpoint
Automate any event
Easy
Visual and intuitive UX
Clicks-or-code automation
Collaborative development
Powerful
Logical operators
Advanced capabilities
Real-time logs
Scalable
Elastic scalability
Parallel processing
Log data storage
Trusted
Secure (SOC2 II, GDPR, HIPAA)
Built-in 2FA + full encryption
Role-based access
Resources
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
Read the Intercom blog >Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM
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