DocuSign and Drift integration + automation

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

DocuSign and Drift 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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UsesCustomer Success and Support, All, Sales
CategoryCustomer Success and Support
Connector TypeTray Connector
Operations
Add tag to contactGet contactList contact's tagsList contactsList conversation messagesList conversationsRaw HTTP request (advanced)
View documentation

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
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