Maximizer and DocuSign integration + automation
Maximizer and DocuSign integrations couldn’t be easier with the Tray Platform’s robust Maximizer and DocuSign connectors, which can connect to any service without the need for separate integration tools.
Popular Maximizer and DocuSign integrations
Maximizer and DocuSign Connector Details
Maximizer
Learn moreUsesSales
CategoryCustomer Relationship Management (CRM)
Connector TypeUniversal Connector
Minor Configuration Required
To get data in and out of Maximizer 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 Maximizer 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.
