DocuSign and Rev.io integration + automation

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

Popular DocuSign and Rev.io integrations

Uses

All

Category

E-Signature

Connector type

Tray Connector

Triggers

None

Operations

Apply envelope document templates, Apply envelope templates, Create Envelope, Create envelope custom fields, Create envelope from template, Delete envelope custom fields, Delete envelope template, Download envelope document, Get account details, Get envelope by IDShow all

See documentation >

Uses

Finance and Accounting

Category

Subscription Management

Connector type

Tray Connector

Triggers

None

Operations

Approve request, Assign inventory item to customer, Assign inventory item to product, Assign inventory item to service, Create contact, Create customer, Create inventory item, Create inventory type, Create payment, Create serviceShow all

See documentation >
sean-passanisi

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 - Senior Manager, Sales and Marketing Operations

Udemy

Tray.io is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021

Popular E-Signature and Subscription Management Connectors

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