DocuSign
Integration + Automation

Get the specs

Recorded Demo

See our platform in action

45 Minutes

Live Group Demo

Ask questions + get answers

Every Thursday, 10am PT / 30 minutes

Personalized 1:1 Demo

Tailored walk-through

Flexible with your schedule
DocuSign

DocuSign

Uses

All

Business professionals that want to integrate DocuSign with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

  • Integrate with any app with our unique Universal Connector

  • Easily use our drag-and-drop workflow builder

  • Receive hands-on DocuSign support for ensured success

DocuSign

DocuSign

Connection Type

Service connector Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Apply envelope templates

Apply envelope document templates

Create Envelope

Create envelope custom fields

Create envelope from template

By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.

Niels Fogt Senior Director Growth

Automation Templates

GoogleSheets logo

Add row to Google Sheets when DocuSign contracts are signed

Make anything happen.

The Tray Platform is...

Flexible

Connect to anything

Access every endpoint

Automate any event

Easy

Visual and intuitive UX

Clicks-or-code automation

Collaborative development

Powerful

Logical operators

Advanced capabilities

Real-time logs

Scalable

Logical operators

Advanced capabilities

Real-time logs

Trusted

Secure (SOC2 II, GDPR, HIPAA)

Built-in 2FA + full encryption

Role-based access