Salesforce and DocuSign integration + automation

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

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DocuSign
Integrations

Integrate Salesforce + DocuSign with ease

Close deals faster, rapidly renew mission-critical contracts, and streamline sales contract management with Salesforce + DocuSign integration. Need Salesforce + DocuSign connectors? You can bi-directionally sync any data source, including webhooks, FTP, flat files (such as CSVs), email, and all your go-to tools, even using data within custom fields. And you can do it all without extensive IT support.

Our visual, drag-and-drop builder makes it easy for anyone to stand up custom Salesforce + DocuSign integrations that sync sales records and customer profile data with seamless contract generation, delivery, and management. You can connect your entire tech stack to flow data across all your tools and teams and make all your sales and e-signature processes hyper-efficient.

Rapidly send, finalize, and organize key contracts to win more deals and retain more customers with powerful Salesforce + DocuSign automation. You can design multi-step, automated workflows that equip sales teams with appropriate contracts, push reminders for contract renewals, and surface archived contracts to swiftly unlock complete customer contract histories.

Salesforce and DocuSign Connector Details

Salesforce logo

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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DocuSign

DocuSign

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UsesSales, All
CategoryE-Signature
Connector TypeTray Connector
Operations
List envelope documentsApply 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
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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
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