FreeAgent and DocuSign integration + automation

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

FreeAgent
FreeAgent
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Uses

Finance and Accounting

Category

Finance and Accounting

Triggers

None

Connector type

Universal Connector

Operations

None

DocuSign
DocuSign
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Uses

Sales, All

Category

E-Signature

Triggers

None

Connector type

Tray Connector


See documentation

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 ID
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Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Tray.io is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021

Popular Finance and Accounting and E-Signature Connectors

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