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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

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
View documentation
UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Get paymentCreate chart of accountsCreate creditCreate customerCreate journal entryCreate paymentCreate productDelete customerDelete productGet all customer informationGet chart of accountsGet creditand 7 more...
View documentation

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.

Vice President, Business Systems
Udemy

Tray is the leading AI ready integration and automation platform

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