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NetSuite

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SAP S/4Hana

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HelloSign

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Salesforce

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Microsoft Dynamics 365

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Microsoft Power BI

Microsoft Teams

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HubSpot

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Asana

Zendesk Sell

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Salesforce Pardot

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Microsoft Sharepoint

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Google Sheets

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Snowflake

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Microsoft Office 365

Jira

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Atlassian Confluence

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Firebase

Update object

Add object

Executes the specified SQL query directly on the database.

Execute SQL

Retrieves an XML schema for a business object.

Get business object XML schema

Retrieves an XML template for a business object formatted as a JSON object.

Get business object template

Retrieves a list of valid field values in a given table.

List field valid values

Retrieves a list of fields in a given table.

List table fields

List table fields DDL

List tables

List tables DDL

Dropbox

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Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

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Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

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Finance Leader

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

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Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

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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

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SAP Business One

ERP Systems

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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Sales

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How Automation is Changing the Face of Business

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The ultimate guide to automating the entire lead lifecycle

Vox Media is on the Tray platform

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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Similar connectors to SAP Business One 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]

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

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

Integrate SAP Business One 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 SAP Business One and DocuSign and any other API, database, webhook, and more.

SAP Business One and DocuSign integration + automation

SAP Business One and DocuSign Connector Details

Popular SAP Business One and DocuSign integrations

SAP Business One and DocuSign templates