InsideView and DocuSign integration + automation
InsideView and DocuSign integrations couldn’t be easier with the Tray Platform’s robust InsideView and DocuSign connectors, which can connect to any service without the need for separate integration tools.
Popular InsideView and DocuSign integrations
InsideView and DocuSign Connector Details
Minor Configuration Required
To get data in and out of InsideView and DocuSign, 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 InsideView and DocuSign integrations down the road.
Connector TypeTray Connector
Operations
View documentationList foldersApply 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
With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.
