IntegrationsIntegrate Sage Intacct + DocuSign with ease
Take your financial management and e-signature processes to the next level with custom DocuSign + Sage Intacct integrations. With the Tray Platform, you don’t need extensive IT support to rapidly stand up powerful integrations in minutes. Our intuitive, 100% visual builder makes it easy to connect any data source at the API level. Just drag and drop together DocuSign, Sage Intacct, and any other go-to application.
To take full control of your e-signature and financial data, you’ll need more than just DocuSign + Sage Intacct connectors. Our platform empowers you to flow data wherever you need to unsilo your favorite applications and maximize productivity. Bi-directionally sync any data source, including flat files (such as CSVs), FTP, email, webhooks, and any cloud software—even using data within custom fields.
And integrations are just the beginning. Our platform also lets you stand up robust DocuSign + Sage Intacct automation to save hours of manual work and refocus on high-level strategic projects, such as financial planning and forecasting. Now, anyone can launch flexible, multi-step, automated workflows to scale mission-critical finance and e-signature processes.
AutomationAny DocuSign + Sage Intacct automation
Business users of all types, including those in finance, legal, accounting, sales, e-commerce, HR, IT, sales operations, revenue operations, and more, count on the Tray Platform to deploy custom Sage Intacct + DocuSign automation. We offer a full library of pre-built connectors, data helpers, and custom logic operators so you can design customized workflows to meet any use case.
With the Tray Platform, anything is possible. For example, you can auto-generate documents for key ERP processes such as supply chain, inventory procurement, and order-to-cash. You can boost internal efficiency and productivity by syncing invoices across your finance stack. Or, you can auto-update stakeholders on the status of time-sensitive contracts.
Deeply connect Sage Intacct, DocuSign, and any other tool, including your ERP, CRM, internal chat tool, business intelligence platform, data warehouse, financial planning tools, office productivity suite, project management tool, and more. Our platform empowers you to launch Sage Intacct + DocuSign automation that kicks off an unlimited variety of operations in response to any trigger.
Use casesSupercharge your ERP and e-signature processes
The Tray Platform helps business users build Sage Intacct + DocuSign integrations with ease. Technical users can also utilize our platform to handle large-scale data jobs that touch massive quantities of data every day. And no matter how your data priorities evolve, our elastic, serverless architecture ensures your workflows scale without limits.
Get the absolute most out of DocuSign, Sage Intacct, and the rest of your tech stack with advanced automated processes. Need to unify your ERP and e-signature data to accelerate contract lifecycle management? Need to ensure a single source of truth for all of your ERP and agreements data by flowing customer details, closed invoices, and signed documents into your data warehouse? Need to speed up order-to-cash by auto-alerting key stakeholders on required contract signatures and rapidly creating e-signature documents for quotes, proposals, and sales orders? The Tray Platform can automate any use case since we also connect popular tools such as Salesforce, QuickBooks, Shopify, WordPress, Microsoft Office 365, HubSpot, Box, Dropbox, Zoho, Microsoft Azure, Power BI, and many others.
IT experts trust us because of our enterprise-grade security. The Tray Platform is SOC 2 Type 2-certified and compliant with important data privacy regulations such as GDPR, CCPA, and HIPAA.
