Universal Connector

DocuSign and Planview integration + automation

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

DocuSign and Planview Connector Details

DocuSign

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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Planview

Planview

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UsesAll
CategoryProject Management
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Planview connector available at the moment.

To get data in and out of Planview, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

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
Udemy

Tray.io is the leader in low-code automation

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