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Salesforce

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ServiceNow

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Lever

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Agile CRM

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Aircall

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SalesforceIQ

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Mindbody

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Pipedrive

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Pipeliner

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Freshsales

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Dynamo

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Insightly

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ConnectWise

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Zoho CRM

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Copper

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Streak

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SugarCRM

Run queries against entity data (uses FetchXML query strings). Enables more advanced operations such as aggregation of data e.g sum, count, max, etc.

Query entity data

Create an entity of any type in your Microsoft Dynamics 365 account.

Create entity

Delete an entity of any type in your Microsoft Dynamics 365 account.

Delete entity

Get an entity of any type from your Microsoft Dynamics 365 account.

Get entity

Retrieves stored information about the user.

Get user information

Get a list of entities from your Microsoft Dynamics 365 account.

List entities

Get a list of entities from your Microsoft Dynamics 365 account and filter them with a user defined query.

List entities (raw filter)

List entity set attributes DDL

List entity sets DDL

List entity type attributes

List entity type attributes DDL

List entity types in Microsoft Dynamics 365

List entity types

List entity types DDL

List one to many relationships

List party navigation property names DDL

Get a list of possible options for a dropdown attribute, such as lead status.

List status attribute options

Run a raw fetch XML query against the Dynamics instance.

Run fetch XML query (advanced)

Update an entity of any type in your Microsoft Dynamics 365 account.

Update entity

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Customer Relationship Management (CRM)

List envelope documents

Adds templates to a document in the specified envelope. Global properties such as recipients will not be applied.

Apply envelope document templates

Applies templates to the specified envelope.

Apply envelope templates

Create an envelope in your DocuSign account.

Create Envelope

Creates the envelope custom fields for draft and in-process envelopes.

Create envelope custom fields

Create an envelope from a template in your DocuSign account.

Create envelope from template

Deletes the envelope custom fields for draft and in-process envelopes.

Delete envelope custom fields

Deletes the specified template from a document in an existing envelope.

Delete envelope template

Download a document from DocuSign. You'll be given a URL which you can pass to other connectors for uploading.

Download envelope document

Get account details

Get envelope by ID

Get template

Get details about the user you've connected to tray.

Get user info

Get a list of the accounts attached to a user's account.

List accounts

List accounts domains DDL

Retrieves the custom field information for the specified envelope.

List envelope custom fields

List envelope templates

Get a list of all the folders in your account.

List folders

Get a list of envelope templates associated with a document in the specified envelope.

List envelope templates by document

List envelopes

Get a list of templates for the specified account

List templates

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Updates the envelope custom fields for draft and in-process envelopes.

Update envelope custom fields

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DocuSign

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Microsoft Dynamics 365 and DocuSign integrations couldn’t be easier with the Tray Platform’s robust Microsoft Dynamics 365 and DocuSign connector, which connects any services without the need for separate integration tools.

Microsoft Dynamics 365 and DocuSign integrations couldn’t be easier with the Tray Platform’s robust Microsoft Dynamics 365 and DocuSign connectors, which can connect to any service without the need for separate integration tools.

Integrate Microsoft Dynamics 365 and DocuSign with any SaaS application or service using the Tray Platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Microsoft Dynamics 365 and DocuSign and any other API, database, webhook, and more.

Microsoft Dynamics 365 and DocuSign integration + automation

Popular Microsoft Dynamics 365 and DocuSign integrations

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Microsoft Dynamics 365

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