DocuSign and Zendesk integration + automation

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

DocuSign and Zendesk 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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Zendesk logo

Zendesk

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UsesCustomer Success and Support, All
CategoryCustomer Success and Support
Triggers
Webhook
Connector TypeTray Connector
Operations
Create brandCreate groupCreate group membershipCreate group memberships (bulk)Create jira linkCreate macroCreate or update organizationCreate organizationCreate organization fieldCreate scheduleCreate sla policyCreate targetand 67 more...
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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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