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.

Popular Salesforce and DocuSign integrations

Uses

Marketing, Sales

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

On Apex trigger (advanced), On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record UpdateShow all

Operations

Batch create records, Batch delete records, Batch update records, Bulk upsert records, Convert Lead, Count records, Create amendment quote, Create custom field, Create query job, Create recordShow all

See documentation >

Uses

All

Category

E-Signature

Connector type

Tray Connector

Triggers

None

Operations

Apply envelope document templates, Apply envelope templates, Create Envelope, Create envelope custom fields, Create envelope from template, Delete envelope custom fields, Delete envelope template, Download envelope document, Get account details, Get envelope by IDShow all

See documentation >
sean-passanisi

With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.

Sean Passanisi - Senior Manager, Sales and Marketing Operations

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Tray.io is the leader in low-code automation

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Salesforce logoDocuSign

Salesforce + DocuSign

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.

Popular Customer Relationship Management (CRM) and E-Signature Connectors

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The Tray Platform is...

Flexible

Flexible

Connect to anythingAccess every endpointAutomate any event

Easy

Easy

Visual and intuitive UX Clicks-or-code automationCollaborative development

Powerful

Powerful

Logical operatorsAdvanced capabilitiesReal-time logs

Scalable

Scalable

Elastic scalabilityParallel processingLog data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access

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