Infusionsoft and DocuSign integration + automation

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

Infusionsoft and DocuSign Connector Details

Infusionsoft

Infusionsoft

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UsesSales
CategoryCustomer Relationship Management (CRM)
Triggers
List hook event typesDelete hookFind hook by public URLList hooksWebhookVerify hook subscription
Connector TypeTray Connector
Operations
Add contact to campaign sequenceApply tags to contactCreate contactCreate or update contactDelete contactGet campaignGet contactGet contact modelGet tagList campaignsList contactsList tagged contacts
View documentation
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
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
Udemy

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