DocuSign and Veeva integration + automation

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

DocuSign and Veeva 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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UsesVertical
CategoryVertical
Connector TypeTray Connector
Operations
Download document version fileCreate binderCreate documentCreate document attachmentCreate files or folders in the staging serverCreate multiple document versionsCreate single document versionDelete binderDownload documentGet binderGet documentGet document classificationand 2 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

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