DocuSign and NetSuite integration + automation

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

DocuSign and NetSuite Connector Details

DocuSign

DocuSign

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UsesSales, All
CategoryE-Signature
Connector TypeTray Connector
Operations
List foldersApply 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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Oracle NetSuite

NetSuite

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UsesFinance and Accounting, HR
CategoryERP Systems
Connector TypeTray Connector
Operations
Create recordDelete recordExecute SuiteQL (advanced query)Filter Records (advanced search query)Find recordsFind records DDLGet field for replace DDLGet recordList field options DDLList record fieldsList record fields 1st level DDLList record types
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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
Sean Passanisi, Senior Manager, Sales and Marketing Operations
Udemy

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