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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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Lever

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Agile CRM

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Aircall

Zendesk Sell

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SalesforceIQ

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Mindbody

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Pipedrive

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Pipeliner

Freshsale

Freshsales

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Insightly

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Dynamo

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ConnectWise

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Zoho CRM

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Copper

Fastpath

Infusionsoft

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Streak

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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Sales ops best practices

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Sales

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The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

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Aberdeen Report: Marketing technology—controlling the chaos

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Personalization is shifting from email to omni-channel. Are you ready?

Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

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Jellyvision improves lead response speed, conversions, and win rate with automation

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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David Dorman of Digital Ocean works with Tray.io

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DigitalOcean - David Dorman

Marketing

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Oracle CRM on Demand

Customer Relationship Management (CRM)

List envelope documents

Adds templates to a document in the specified envelope. Global properties such as recipients will not be applied.

Apply envelope document templates

Applies templates to the specified envelope.

Apply envelope templates

Create an envelope in your DocuSign account.

Create Envelope

Creates the envelope custom fields for draft and in-process envelopes.

Create envelope custom fields

Create an envelope from a template in your DocuSign account.

Create envelope from template

Deletes the envelope custom fields for draft and in-process envelopes.

Delete envelope custom fields

Deletes the specified template from a document in an existing envelope.

Delete envelope template

Download a document from DocuSign. You'll be given a URL which you can pass to other connectors for uploading.

Download envelope document

Get account details

Get envelope by ID

Get template

Get details about the user you've connected to tray.

Get user info

Get a list of the accounts attached to a user's account.

List accounts

List accounts domains DDL

Retrieves the custom field information for the specified envelope.

List envelope custom fields

List envelope templates

Get a list of all the folders in your account.

List folders

Get a list of envelope templates associated with a document in the specified envelope.

List envelope templates by document

List envelopes

Get a list of templates for the specified account

List templates

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Updates the envelope custom fields for draft and in-process envelopes.

Update envelope custom fields

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How Automation is Changing the Face of Business

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

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business-automation

GDPR compliance for US companies: What you need to know

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DocuSign

E-Signature

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

Customer Spotlight

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A strategic platform with solutions for mission critical use cases

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Mixpanel accelerates mission-critical order-to-cash process by 25%

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Your journey to automation excellence starts here

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Eventbrite accelerates high-quality integration delivery at scale and lifts customer satisfaction

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Similar connectors to Oracle CRM on Demand and DocuSign

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Tray.io is the leader in low-code automation

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Oracle CRM on Demand and DocuSign integrations couldn’t be easier with the Tray Platform’s robust Oracle CRM on Demand and DocuSign connector, which connects any services without the need for separate integration tools.

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

Integrate Oracle CRM on Demand and DocuSign with any SaaS application or service using the Tray Platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Oracle CRM on Demand and DocuSign and any other API, database, webhook, and more.

Oracle CRM on Demand and DocuSign integration + automation

Popular Oracle CRM on Demand and DocuSign integrations

Oracle CRM on Demand and DocuSign Connector Details

Oracle CRM on Demand

DocuSign

Tray.io is the leader in low-code automation

Similar connectors to Oracle CRM on Demand and DocuSign

Discover the ultimate AI-powered iPaaS that supercharges your business with quick, seamless ecosystem integrations.