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Microsoft Sharepoint and DocuSign integration + automation

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

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Integrations

Fast SharePoint + DocuSign integrations

Streamline collaboration and accelerate knowledge-sharing with powerful DocuSign + SharePoint integrations on the low-code Tray Platform. Our platform empowers you to seamlessly flow data wherever you need to surface valuable insights and unsilo all your favorite tools. Stand up powerful integrations in minutes, without relying on IT.

Need SharePoint + DocuSign connectors to up-level your file-sharing and e-signature processes? The Tray Platform makes syncing any go-to applications across your tech stack a breeze. Just use our 100% visual builder to drag and drop together SharePoint, DocuSign, and any business-critical software. Bi-directionally sync any data source at the API level, including flat files (such as CSVs), FTP, email, webhooks, and any cloud software—even using data within custom fields.

And easy integrations are just the beginning. Our platform also empowers you to build custom SharePoint + DocuSign automation to help you save hours of manual work and maximize productivity. Now you can reduce administrative tasks and refocus on optimizing team efficiency and getting the absolute most out of your intranet and e-signature data.

Automation

Robust DocuSign + SharePoint automation

Now any business user in your organization, including those in sales, marketing, finance, IT, accounting, revenue operations, growth, demand generation, and more, can quickly build flexible and scalable Sharepoint + DocuSign automation. Design and deploy dynamic, multi-step, automated workflows that kick off any operation based on any custom trigger.

There are limitless possibilities with the Tray Platform. You can freely flow data for contracts, accounts, invoices, payroll, and more across your tech stack. You can turbo-charge file-sharing by unifying CMS data with your project management and internal chat tool. Or, you can pipe data from across your tech stack into your analytics tool to generate powerful, holistic reports for leadership.

Tightly connect SharePoint, DocuSign, and any of your favorite tools, including your business intelligence platform, internal chat tool, CRM, ERP, marketing automation platform, accounting software, e-commerce platform, HR tools, and more.

Use cases

On-demand SharePoint + DocuSign use cases

Our platform makes it easy to stand up powerful integrations quickly. The Tray Platform is also ideal for technical users who need to manage heavy-duty data jobs touching billings of records daily. And thanks to our elastic, serverless architecture, your workflows will always scale automatically with your changing data needs.

Make e-signing and knowledge-sharing easier than ever with advanced SharePoint + DocuSign automation. Get rid of versioning issues by auto-updating all your documents on a regular basis. Need to expedite e-signing and file-sharing in real time to accelerate mission-critical processes in finance, sales, and marketing? The Tray Platform can automate any use case because we can connect with any tool, including Slack, Salesforce, Asana, Trello, Marketo, Mailchimp, Power BI, HubSpot, and more.

You can trust us with even your most sensitive data because we’ve prioritized enterprise-grade security. The Tray Platform is SOC 2 Type 2-certified and compliant with major data privacy regulations such as CCPA, GDPR, and HIPAA.

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Microsoft Sharepoint and DocuSign Connector Details

Microsoft Sharepoint

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UsesAll

CategoryCollaboration

Connector TypeTray Connector

Operations

Update drive item propertiesCreate folderCreate itemDelete drive itemDownload fileGet itemGet list itemGet siteList list itemsList site drivesList site listsList sites

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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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By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.
Senior Director Growth, New Relic