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.

DocuSign
+
Copper

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.

  • Checkmark

    Integrate with any app with our unique Universal Connector

  • Checkmark

    Easily use our drag-and-drop workflow builder

  • Checkmark

    Partner with our CS team and receive hands-on DocuSign support

sean-passanisi

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.

Sean Passanisi - Senior Manager, Sales and Marketing Operations
DocuSign

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

Copper

Connection Type

Tray Connector

Triggers

Webhook (advanced)

Webhook (advanced)

Operations

Activity exists?

Are leads enabled?

Company exists?

Create activity

Create company

What would you like to connect?