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.

DocuSign Connector Details

UsesSales, All
Connector TypeTray Connector
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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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 is the leader in low-code automation

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