DocuSign and Caspio integration + automation

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

DocuSign and Caspio 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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UsesDevelopers
CategoryDeveloper Tools
Connector TypeTray Connector
Operations
Delete records from tableDownload fileInsert record into tableList filesRaw HTTP request (advanced)Update records in table

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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