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DocuSign and Sage 300 integration + automation
DocuSign and Sage 300 integrations couldn’t be easier with the Tray platform’s robust DocuSign and Sage 300 connectors, which can connect to any service without the need for separate integration tools.
Popular DocuSign and Sage 300 integrations
DocuSign and Sage 300 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 documentationDelete ICItemGet OEOrderGet POInvoice by sequence keyGet POPurchaseOrder by sequence keyGet POReceipt by sequence keyUpdate ARCustomerDelete ARCustomer by numberRaw HTTP request (advanced)Delete ARNationalAccount by numberCreate POPurchaseOrderCreate POReceiptCreate OEMiscellaneousChargeand 27 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.
