DocuSign integration + automation

DocuSign integrations couldn’t be easier with the Tray Platform’s robust DocuSign connector, which connects any services without the need for separate integration tools.

Popular DocuSign integrations

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.

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Uses

All

Category

E-Signature

Connector type

Tray Connector

Triggers

None

Operations

Apply envelope document templates, Apply envelope templates, Create Envelope, Create envelope custom fields, Create envelope from template, Delete envelope custom fields, Delete envelope template, Download envelope document, Get account details, Get envelope by IDShow all

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

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Tray.io is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021
With the Tray platform you can connect any web service

Easy DocuSign Integrations

Are you looking for custom DocuSign integrations? You can use the low-code Tray Platform to rapidly stand up custom integrations that connect any data source and any other tool, no IT support required.

Using our 100% visual interface, you can drag and drop together flexible integrations in minutes. In fact, we can connect any source of data, including flat files (such as CSV), webhooks, email, FTP, and any other cloud-based tool, even using data within custom fields. 

In addition to building powerful integrations, you can also use our platform to stand up custom DocuSign automation. We make it easy to streamline the electronic signature process from start to finish. Now, you can increase the visibility of agreements and speed up contract approvals so you can focus on more-strategic projects. The Tray Platform gives you the power to make the e-signature process faster and more efficient than ever before.

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DocuSign automation for any use case

Send, sign, and manage all your mission-critical documents faster than ever with our DocuSign connector. Freely flow data for sales contracts, new hire documentation, NDAs, expense reports, and any other data anywhere across your tech stack. We make it simple for you to rapidly connect the DocuSign API with any of your favorite tools, including your CRM, accounting software, ERP, real estate transaction management software, HRIS, cloud storage platform, and many more. 

Our full library of pre-built connectors, data helpers, and custom logic operators give you the power to design highly customized workflows. Because we connect applications at the API level, you can trigger any operation with DocuSign and any other tool to create powerful, multi-step workflows that manage your most important processes. As a result, your DocuSign automation saves hours of manual work and accelerates agreement turnaround.

We make it easy for business users across HR, finance, legal, sales, and many others across the organization to streamline the contract lifecycle. Now, your sales team can auto-add signed agreements to a record by bi-directionally syncing contract data between your CRM and DocuSign. Your finance team can create new signature requests when there are new invoices directly within your accounting software. You can even automatically generate DocuSign documents when contact us forms are received from your CMS. There are endless possibilities to what you can automate using the Tray Platform.

Tray Embedded enables teams to scale and increase retention

Heavy-Duty DocuSign use cases

Technical experts also rely on the Tray Platform to handle heavy-duty data jobs that process billions of events every day. Our elastic, serverless architecture means that everything you build on the platform scales with your evolving data needs.

Need to automatically create a signature request when transaction status is changed in your transaction management software? Need to create agreements from within your CRM by dynamically merging sales data into contracts? Need to share digital files and request signatures directly from your cloud storage software, and then centralize the location of all your signed documents? The Tray Platform has the flexibility to automate any process across your tech stack, since it also connects popular tools such as Salesforce, Paperless Pipeline WordPress, Quickbooks, HubSpot, Dropbox, NetSuite, Microsoft Office 365, Box, FileNet, Microsoft Dynamics CRM, Zoho, and many others.

Security professionals trust our platform’s enterprise-grade security. We’re SOC 2 Type 2-certified and compliant with data privacy regulations such as GDPR, HIPAA, and CCPA.

Popular E-Signature Connectors

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Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.

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The Tray Platform is...

Flexible

Flexible

Connect to anything

Access every endpoint

Automate any event

Easy

Easy

Visual and intuitive UX

Clicks-or-code automation

Collaborative development

Powerful

Powerful

Logical operators

Advanced capabilities

Real-time logs

Scalable

Scalable

Elastic scalability

Parallel processing

Log data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)

Built-in 2FA + full encryption

Role-based access