DocuSign and Smarsh integration + automation
DocuSign and Smarsh integrations couldn’t be easier with the Tray Platform’s robust DocuSign and Smarsh connectors, which can connect to any service without the need for separate integration tools.
DocuSign and Smarsh 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
Smarsh
Learn moreUsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeUniversal Connector
Minor Configuration Required
To get data in and out of DocuSign and Smarsh, use one of our generic connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder
While it takes a little more time up front - we suggest using Connector Builder to make it faster to build DocuSign and Smarsh integrations down the road.
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.
