DocuSign and Evisort integration + automation

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

DocuSign and Evisort Connector Details

DocuSign

DocuSign

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UsesSales, All
CategoryE-Signature
Connector TypeTray Connector
Operations
List foldersApply 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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Evisort

Evisort

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UsesProduct
CategoryContact Management
Connector TypeTray Connector
Operations
Composite search documentsList fieldsList fields DDLRaw HTTP request (advanced)Simple search documentsUpdate documentUpload document

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
Sean Passanisi, Senior Manager, Sales and Marketing Operations
Udemy

Tray.io is the leader in low-code automation

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