DocuSign and Sage 300 integration + automation

DocuSign and Sage 300 integrations couldn’t be easier with the Tray Platform’s robust DocuSign and Sage 300 connectors, which can connect to any service without the need for separate integration tools.

DocuSign and Sage 300 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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Sage 300

Sage 300

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Delete ICItemGet OEOrderGet POInvoice by sequence keyGet POPurchaseOrder by sequence keyGet POReceipt by sequence keyUpdate ARCustomerDelete ARCustomer by numberRaw HTTP request (advanced)Delete ARNationalAccount by numberCreate POPurchaseOrderCreate POReceiptCreate OEMiscellaneousChargeand 27 more...
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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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