Freshdesk and DocuSign integration + automation

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

Freshdesk and DocuSign Connector Details

Freshdesk logo

Freshdesk

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UsesCustomer Success and Support
CategoryCustomer Success and Support
Connector TypeTray Connector
Operations
Create companyDelete noteList contact fieldsUpdate companyDelete contactDelete ticketDelete companyList groupsRaw HTTP request (advanced)Get companyCreate contactCreate noteand 8 more...
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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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The Tray Platform enables better cross-team collaboration, easier sharing of data in real time, and transparency across the client lifecycle.

Mike Atwood
Mike Atwood, Executive Director of Client Success
Vox Media

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