DocuSign and Teamwork integration + automation

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

DocuSign and Teamwork 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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Teamwork

Teamwork

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UsesAll
CategoryCollaboration
Triggers
List webhook events (ddl)List webhooks (private)Destroy webhookOn webhook
Connector TypeTray Connector
Operations
List task list tasksDelete projectUpload file to project (incomplete)Add person to projectAdd & remove people from projectCopy file to a projectCopy notebook to another projectCreate linkCreate notebookCreate projectCreate taskCreate task listand 24 more...

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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