DocuSign and Ordway integration + automation
DocuSign and Ordway integrations couldn’t be easier with the Tray Platform’s robust DocuSign and Ordway connectors, which can connect to any service without the need for separate integration tools.
DocuSign and Ordway Connector Details
Connector TypeTray Connector
Operations
View documentationList 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
Connector TypeTray Connector
Operations
View documentationCreate chart of accountsCreate creditCreate customerCreate journal entryCreate paymentCreate productDelete customerDelete productGet all customer informationGet chart of accountsGet creditGet customerand 14 more...
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.
