DocuSign and Harvest integration + automation

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

DocuSign and Harvest 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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Harvest logo

Harvest

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UsesAll, Sales
CategoryScheduling and Time Tracking
Connector TypeTray Connector
Operations
Assign task to projectAssign user to projectCreate clientCreate projectCreate taskCreate time entry via durationCreate time entry via start and end timeGet clientGet logged in userGet projectGet taskGet time entry
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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
Udemy

Tray.io is the leader in low-code automation

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