Universal Connector

Salesmate and DocuSign integration + automation

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

Salesmate and DocuSign Connector Details

Salesmate

Salesmate

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UsesSales
CategoryCustomer Relationship Management (CRM)
Connector TypeUniversal Connector

Minor Configuration Required

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

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

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
View documentation

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
Udemy

Tray.io is the leader in low-code automation

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