DocuWare integration + automation

Integrate DocuWare with any SaaS application or service using the Tray Platform’s universal connectors. Quickly configure them to connect to any API, database, webhook, and more.

Integrations

Low-code DocuWare integrations

Supercharge collaboration and secure your content with custom DocuWare integrations. The low-code Tray Platform gives any business user the power to stand up custom DocuWare integrations in minutes. Connect DocuWare with any application in your tech stack without needing IT support.

Our visual drag-and-drop interface empowers you to build custom DocuWare integrations easily. To increase collaboration for every team in your organization, you’ll need more than a DocuWare connector. Now you can connect DocuWare to any data source, including FTP, email, webhooks, flat files such as CSV, and any other cloud application, even using data within custom fields. Our platform lets you bi-directionally sync data for contracts, product design, marketing assets, videos, and more across any other application.

Not only can you create custom integrations, but you can also build custom DocuWare automation with the Tray Platform. You can build multi-step, automated workflows to seamlessly manage document management across your entire tech stack.

Automation

Flexible DocuWare automation

Take control of all your files with customized DocuWare automation. Business users in sales, marketing, finance, product, HR, engineering, legal, and other teams across the organization can create powerful DocuWare automation to make digital asset management faster and easier than ever.

The Tray Platform gives you the power to build the exact automated workflow you need for your specific use case, thanks to our library of pre-built connectors, data helpers, and custom logic operators. You can orchestrate mission-critical processes across DocuWare and any other app, including your CRM, ERP, internal chat tools, video communication software, project management platform, or any other application.

Now, you can accelerate your execution by automating approval processes across your entire team. You can also enable your sales team to win more deals by automatically syncing key enablement content to ensure your team has the most up-to-date materials.

Use cases

Secure DocuWare use cases

While business users can easily build custom DocuWare integrations, power users also love using the Tray Platform’s ability to push heavy-duty data jobs that process billions of records daily. We built our platform on elastic, serverless architecture, so your workflows will automatically scale as your data needs evolve.

Take your document management to the next level with sophisticated DocuWare automation. Win more deals by automatically syncing your centralized repository of sales assets with any new versions to ensure sales always has the newest materials and messaging at their fingertips. Streamline new customer onboarding by automatically sharing key documentation and tip sheets as they progress through specific stages of activation. The Tray Platform can automate any use case when you integrate with any tool such as SAP, Salesforce, Sharepoint, DocuSign, Sage, Quickbooks, Microsoft Office, Outlook, and many more.

IT experts and security professionals trust the Tray Platform because of our enterprise-grade security. We’re SOC 2 Type 2-certified, and compliant with data privacy regulations such as GDPR, HIPAA, and CCPA.

Popular DocuWare integrations

DocuWare and Asana

DocuWare and Google Sheets

DocuWare and Microsoft Office 365

DocuWare and Google Drive

DocuWare and Monday

DocuWare Connector Details

UsesMarketing

CategoryContent Management System (CMS)

Connector TypeUniversal Connector

Minor Configuration Required

To get data in and out of DocuWare, 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 DocuWare integrations down the road.

The Tray Platform gives us speed, agility, visibility, and cost savings. And better yet, it lets us be proactive with our marketing in a way that we couldn’t before. It has become a core part of our marketing infrastructure.
David Dorman, Director of Growth and Demand Generation