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QuickBooks Online

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Sage Intacct

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Anaplan

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Adaptive Insights

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Expensify

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Ordway

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Boostr

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Checkout.com

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Lexoffice

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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How to close the sales revenue gap

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Finance and Accounting

InvestCloud

List envelope documents

Adds templates to a document in the specified envelope. Global properties such as recipients will not be applied.

Apply envelope document templates

Applies templates to the specified envelope.

Apply envelope templates

Create an envelope in your DocuSign account.

Create Envelope

Creates the envelope custom fields for draft and in-process envelopes.

Create envelope custom fields

Create an envelope from a template in your DocuSign account.

Create envelope from template

Deletes the envelope custom fields for draft and in-process envelopes.

Delete envelope custom fields

Deletes the specified template from a document in an existing envelope.

Delete envelope template

Download a document from DocuSign. You'll be given a URL which you can pass to other connectors for uploading.

Download envelope document

Get account details

Get envelope by ID

Get template

Get details about the user you've connected to tray.

Get user info

Get a list of the accounts attached to a user's account.

List accounts

List accounts domains DDL

Retrieves the custom field information for the specified envelope.

List envelope custom fields

List envelope templates

Get a list of all the folders in your account.

List folders

Get a list of envelope templates associated with a document in the specified envelope.

List envelope templates by document

List envelopes

Get a list of templates for the specified account

List templates

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Updates the envelope custom fields for draft and in-process envelopes.

Update envelope custom fields

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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Sales ops best practices

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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The ultimate guide to automating the entire lead lifecycle

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Vox Media connects and automates pre- and post-sales to streamline workflow

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business-automation

GDPR compliance for US companies: What you need to know

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DocuSign

E-Signature

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Foundation - Merlin AI and Enterprise Core

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Cvent migrates 500+ legacy integrations and achieves a 95% customer retention rate

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Beyond Finance reduces employee onboarding time from 10 days to 5 minutes

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Your journey to automation excellence starts here

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Udemy streamlines self-service to enterprise sales process and saves 20+ hours per month

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Similar connectors to InvestCloud and DocuSign

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Tray is the leading AI ready integration and automation platform

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Our interactive tour walks you through the Tray platform, showing you how integrations and automations work together to optimize your operations - on your own time, no pressure.

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"Request 1:1 demo" -> Platform Demo 1:1 Form Modal [Primary]

InvestCloud and DocuSign integrations couldn’t be easier with the Tray platform’s robust InvestCloud and DocuSign connector, which connects any services without the need for separate integration tools.

InvestCloud and DocuSign integrations couldn’t be easier with the Tray platform’s robust InvestCloud and DocuSign connectors, which can connect to any service without the need for separate integration tools.

Integrate InvestCloud and DocuSign with any SaaS application or service using the Tray platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to InvestCloud and DocuSign and any other API, database, webhook, and more.

InvestCloud and DocuSign integration + automation

InvestCloud and DocuSign Connector Details

Popular InvestCloud and DocuSign integrations

InvestCloud and DocuSign templates