DocuSign and PageUp integration + automation

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

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Integrations

Quick, easy PageUp + DocuSign integrations

Supercharge your e-signature and HR processes with game-changing PageUp + DocuSign integrations on the low-code Tray Platform. Our platform makes it easy to stand up powerful integrations in minutes, with little to no help from IT. 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.

Looking for DocuSign + PageUp connectors to optimize the employee experience? Our platform empowers you to seamlessly flow data wherever you need to unlock the full value of all your mission-critical applications. Just use our 100% visual, intuitive builder to drag and drop together DocuSign, PageUp, and any other go-to application in your tech stack.

And why stop with integrations? The Tray Platform also lets you build custom PageUp + DocuSign automation to help you maximize productivity and save hours of manual work. Now you can build dynamic, multi-step, automated workflows to up-level knowledge-sharing, supercharge recruiting, and streamline internal and external communication.

Automation

On-demand PageUp + DocuSign automation

The possibilities are limitless with the Tray Platform. You can easily flow sales and marketing data into your CRM and HR tools to expedite new-hire training. You can rapidly share key HR documents with stakeholders for e-signatures. Or, you can expedite training and professional development by syncing your HR tool with your email, chat, and calendar tools.

Any business user, whether they work in HR, finance, IT, sales, marketing, or growth, or other departments, can rapidly stand up robust DocuSign + PageUp automation. Architect any type of automated workflow to kick off any operation based on any custom trigger. We offer a full suite of pre-built data helpers, custom logic operators, and connectors to help you build fully customized automation to fit your exact business needs.

Use the Tray Platform to deeply connect DocuSign, PageUp, and any other business-critical tool, including your applicant tracking system, social media platforms, CMS, CRM, accounting software, business intelligence platform, ERP, customer data platform, and more.

Use cases

Any DocuSign + PageUp use case

Business users love the Tray Platform’s ease-of-use for standing up powerful integrations in minutes. Power users also love our platform’s ability to manage large-scale projects involving massive volumes of data. And you can always be sure that your workflows will scale with your changing data needs, thanks to our elastic, serverless architecture.

Take full control of your e-signature and HR processes with advanced PageUp + DocuSign automation. Need to automatically send reminders to key stakeholders around important approvals for invoices or payroll adjustments? Need to sync social media engagement data with your HR tools to up-level engagement with high-priority recruits? The Tray Platform can automate any use case since we connect with any tool, including HubSpot, Pipedrive, Marketo, Salesforce, Power BI, Asana, Trello, LinkedIn, ADP, Mailchimp, and more.

Our platform is SOC 2 Type 2-certified and compliant with important data privacy regulations, such as CCPA, GDPR, and HIPAA. That’s why you can trust us with even your most sensitive data.

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DocuSign and PageUp Connector Details

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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PageUp

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UsesHR

CategoryHuman Capital Management (HCM)

Connector TypeTray Connector

Operations

Raw HTTP request (advanced)Reset assessment orderComplete assessment orderCreate / update assessment packageGet assessment orderNotify assessment report availableNotify assessment report ready for reviewReject assessment order

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