OnePageCRM and DocuSign integration + automation

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

OnePageCRM and DocuSign Connector Details

OnePageCRM

OnePageCRM

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UsesSales
CategoryCustomer Relationship Management (CRM)
Connector TypeUniversal Connector

Minor Configuration Required

To get data in and out of OnePageCRM 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 OnePageCRM and DocuSign integrations down the road.

DocuSign

DocuSign

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UsesSales, All
CategoryE-Signature
Connector TypeTray Connector
Operations
Apply envelope document templatesApply envelope templatesCreate EnvelopeCreate envelope custom fieldsCreate envelope from templateDelete envelope custom fieldsDelete envelope templateDownload envelope documentGet account detailsGet envelope by IDGet templateGet user info
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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
Udemy

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