DocuSign and Zoho CRM integration + automation
DocuSign and Zoho CRM integrations couldn’t be easier with the Tray Platform’s robust DocuSign and Zoho CRM connectors, which can connect to any service without the need for separate integration tools.
Popular DocuSign and Zoho CRM integrations
DocuSign and Zoho CRM Connector Details
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
Connector TypeTray Connector
Operations
View documentationCreate specific recordConvert leadCreate/Update recordsDelete recordsGet organizationGet recordGet userList recordsList usersUpdate recordsUpdate specific recordSearch records
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.
