DocuSign and TaskRay integration + automation
DocuSign and TaskRay integrations couldn’t be easier with the Tray Platform’s robust DocuSign and TaskRay connectors, which can connect to any service without the need for separate integration tools.
Popular DocuSign and TaskRay integrations
DocuSign and TaskRay 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
Minor Configuration Required
To get data in and out of DocuSign and TaskRay, 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 TaskRay 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.
