Virtuous CRM and DocuSign integration + automation
Virtuous CRM and DocuSign integrations couldn’t be easier with the Tray Platform’s robust Virtuous CRM and DocuSign connectors, which can connect to any service without the need for separate integration tools.
Popular Virtuous CRM and DocuSign integrations
Virtuous CRM and DocuSign Connector Details
Connector TypeTray Connector
Operations
View documentationArchive a contactCreate contactFollow contact by IDGet contact by IDGet contact by reference source and reference IDList activity of contacts followedList contact name prefixesList contacts within proximity of a geocoordinate.List contact typesList custom fields for contactsList followed contactsSearch contacts
Connector TypeTray Connector
Operations
View documentationList 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
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.
