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DocuSign and Copper integration + automation
DocuSign and Copper integrations couldn’t be easier with the Tray Platform’s robust DocuSign and Copper connector, which connects any services without the need for separate integration tools.
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DocuSign and Copper Solutions
Uses
All, Marketing, Sales
Business professionals that want to integrate DocuSign with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.
Integrate with any app with our unique Universal Connector
Easily use our drag-and-drop workflow builder
Partner with our CS team and receive hands-on DocuSign support
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.
DocuSign
Connection Type
Tray Connector
Triggers
Manual
Scheduled
Webhook
Operations
Apply envelope templates
Apply envelope document templates
Create Envelope
Create envelope custom fields
Create envelope from template
Copper
Connection Type
Tray Connector
Triggers
Webhook (advanced)
Webhook (advanced)
Operations
Activity exists?
Are leads enabled?
Company exists?
Create activity
Create company
