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Universal Connector

Salesforce and DocSend integration + automation

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

Salesforce and DocSend Connector Details

Salesforce logo

Salesforce

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UsesSales, Marketing, All
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Operations
Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
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DocSend

DocSend

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UsesHR
CategoryE-Signature
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use DocSend connector available at the moment.

To get data in and out of DocSend, 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.

Vice President, Business Systems
Udemy

Tray is the leading AI ready integration and automation platform

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