DocuSign and Ordway integration + automation
DocuSign and Ordway integrations couldn’t be easier with the Tray platform’s robust DocuSign and Ordway connectors, which can connect to any service without the need for separate integration tools.
DocuSign and Ordway 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
Connector TypeTray Connector
Operations
View documentationGet paymentCreate chart of accountsCreate creditCreate customerCreate journal entryCreate paymentCreate productDelete customerDelete productGet all customer informationGet chart of accountsGet creditand 7 more...
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.
