Salesforce and DocSend integration + automation

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

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Salesforce and DocSend Connector Details

Salesforce

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UsesSales, Marketing

CategoryCustomer Relationship Management (CRM), AI/ML

Triggers

On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update

Connector TypeTray Connector

Operations

Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...

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DocSend

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UsesHR

CategoryE-Signature

Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use DocSend connector available at the moment.

To get data in and out of DocSend, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

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