DocuSign and SendGrid integration + automation

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

DocuSign and SendGrid 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
View documentation
SendGrid

SendGrid

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UsesMarketing
CategoryMarketing Automation Platform (MAP)
Triggers
On Webhook
Connector TypeTray Connector
Operations
Add contacts to list - LegacyCreate custom field – NewCreate list – NewCreate segment – NewCreate/update contacts - LegacyCreate/update contacts – NewGet list - NewList campaigns - LegacyList categoriesList contacts - LegacyList custom fields – NewList lists - Legacy
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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