DocuSign and Concur integration + automation
DocuSign and Concur integrations couldn’t be easier with the Tray Platform’s robust DocuSign and Concur connectors, which can connect to any service without the need for separate integration tools.
Popular DocuSign and Concur 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
Uses
Finance and Accounting
Category
Connector type
Universal Connector
Triggers
None
Operations
None
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.
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Parallel processing
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Trusted
Secure (SOC2 II, GDPR, HIPAA)
Built-in 2FA + full encryption
Role-based access
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