DocuSign and UltiPro integration + automation

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

Popular DocuSign and UltiPro 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

HR

Category

Human Resources Information Systems (HRIS)

Connector type

Tray Connector

Triggers

None

Operations

Download report, Get report, List reports, Raw HTTP request (advanced)

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

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Tray.io is the leader in low-code automation

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With the Tray platform you can connect any web service

Limitless DocuSign + UltiPro integrations

Easily stand up the custom DocuSign + UltiPro integrations you need to supercharge HR process efficiency with the low-code Tray Platform. We give anyone the power to connect their e-signature platform, human capital management (HCM) platform, and any data source in minutes—without needing extensive IT support.

Using our 100% visual builder, you can build flexible integrations that flow your signatures, documents, and HR data anywhere across your tech stack. Need DocuSign + UltiPro connectors? Now, you can connect any data source at the API level, including flat files (such as CSVs), email, FTP, webhooks, and any other cloud applications, even using data within custom fields.

Why stop with custom integrations? Our platform also empowers you to build custom DocuSign + UltiPro automation to expedite contract approvals and scale mission-critical HR processes. Now, you can automate otherwise time-consuming manual work and make HR tasks such as onboarding, payroll, and benefits hyper-efficient. Using the Tray Platform, you can accelerate e-signature agreements, improve employee experience, and do more, faster.

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Rapid DocuSign + UltiPro automation

Orchestrate unlimited, multi-step workflows that kick off an infinite variety of operations with the Tray Platform. Now, you can stand up custom DocuSign + UltiPro automation that reacts to any custom trigger and flows data across any number of applications you choose to connect. We make it easy to bi-directionally sync your CRM, accounting software, ERP, marketing automation platform, video conferencing software, digital asset management (DAM) platform, and others. 

Business users in HR, recruiting, IT, finance, legal, and many other departments across the organization love using our platform to streamline e-signature and HR processes. Now, you can automatically generate contracts whenever you select a candidate. You can send reminder emails to stakeholders who have yet to sign time-sensitive documents. You can even dynamically update your HCM with relevant employee details once your employees sign and return your documents.

The Tray Platform offers a full library of pre-built connectors, data helpers, and custom logic operators so you can build workflows tailored to your needs. There are limitless possibilities with the Tray Platform.

Tray Embedded enables teams to scale and increase retention

Scale your e-signature and HR processes

Business users love using the Tray Platform to build DocuSign + UltiPro integrations in minutes. Technical users love how our platform is powerful enough to handle large-scale data projects that process billions of records daily. And thanks to our elastic, serverless architecture, we can scale your workflows automatically, no matter how your data needs change.

Get the absolute most out of DocuSign, UltiPro, and the rest of your tech stack with next-level automated processes. Need to bi-directionally your HCM, e-signature platform, and your digital asset management platform to manage all your signed documents in one place? Need to accelerate onboarding by automatically sending new hires relevant documentation after they’ve signed their offer letter? The Tray Platform can automate any use case since we also connect important tools such as Salesforce, Pipedrive, Zoom, NetSuite, ServiceNow, WordPress, Zoho, HubSpot, Smartsheet, and many others.

We’ve made enterprise-grade security a top priority. The Tray Platform is SOC 2 Type 2-certified and compliant with key data privacy regulations such as GDPR, CCPA, and HIPAA.

Popular E-Signature and Human Resources Information Systems (HRIS) Connectors

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Flexible

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Scalable

Scalable

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