Universal Connector
DocuSign and Atera integration + automation
DocuSign and Atera integrations couldn’t be easier with the Tray platform’s robust DocuSign and Atera connectors, which can connect to any service without the need for separate integration tools.
DocuSign and Atera Connector Details
Connector TypeTray Connector
Operations
View documentationList 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
Minor Configuration Required
There is currently no pre-built and ready to use Atera connector available at the moment.
To get data in and out of Atera, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.
Tray 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.
