DocuSign and Segment integration + automation

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

DocuSign and Segment Connector Details

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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Segment

Segment

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UsesProduct, Marketing
CategoryCustomer Data Platform (CDP)
Triggers
On user aliasOn user identifyOn all messagesOn event trackOn group trackOn page trackOn screen track
Connector TypeTray Connector
Operations
Alias identitiesBatchGet Profile External ID's (Alpha)Get Profile Properties (Alpha)Get Profile Events (Alpha)Group userIdentify userTrack eventTrack pageGet Profile Traits (Alpha)
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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
Udemy

Tray.io is the leader in low-code automation

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