DocuSign and Huddle integration + automation

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

DocuSign and Huddle Connector Details

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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UsesAll, Sales
CategoryCollaboration
Connector TypeTray Connector
Operations
Get account IDCreate document for uploadingDelete DocumentList folder documents & foldersUpload documentDownload DocumentCopy documentCreate documentCreate FolderCreate or Update FolderCreate workspaceGet Documentand 4 more...
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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.

Vice President, Business Systems
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