Solutions by app
DocuSign: Automate agreements from send to sign to system
DocuSign manages eSignatures across envelopes, recipients, routing orders, templates, and PowerForms. Tray connects DocuSign to the rest of your stack so template merges, routing, and status changes trigger governed workflows, and agents can check status, collect approvals, or send documents automatically.
DocuSign and Tray
DocuSign prepares, sends, and completes agreements using envelopes, templates, and recipient workflows. But on its own, it doesn’t coordinate actions across systems or handle multi-step approvals. Tray fills that gap with integrations, automations, and agents that trigger on envelope status, standardize template usage, enrich recipients from your source of truth, and store signed PDFs and certificates where teams work. Agents can also answer agreement questions, check status, or route documents for approval, all under governed access and full audit trails.
Build
Build agents with Tray and DocuSign
Tray agents turn agreement workflows into guided, auditable actions. They ground on approved DocuSign context—envelopes, recipients, and templates—then call governed tools to route, approve, or retrieve agreements automatically. Every outcome writes back to DocuSign and connected systems so teams can request, track, and complete documents without manual handoffs or status chasing.
Ground agents with the context they need to act accurately.
- Scope: Access envelopes, templates, recipients, tabs, PowerForms, and Connect payloads you approve
- Freshness: Use Connect events where enabled, or last-modified polling windows to detect changes
Automations
Automations with Tray and DocuSign
Tray turns DocuSign activity into action across your stack. Envelope events or scheduled checks can trigger workflows that apply business rules, enforce approvals, and update records in connected systems. Completed PDFs and certificates are stored with full audit trails, while status updates and links reach the right teams automatically. These automations power the integrations and agent tools below.
Integrations
Integrations with Tray and HubSpot
Tray connects DocuSign to CRM, ERP, ITSM, storage, and identity systems so every agreement moves cleanly from request to completion. These integrations keep recipients, templates, and statuses in sync across your stack—turning each envelope into coordinated work with full visibility and control. The connections you define here power the automations above and the tools your agents use.
DocuSign integration capabilities
Integrate DocuSign with 700+ applications plus any system with an API using our HTTP connector. These domains mirror DocuSign’s API and how teams actually work in DocuSign.
Create, send, and track envelopes with governed routing and full visibility
- Launch from systems of record: Create envelopes from CRM or ERP data; set email subject, message, and initial status.
- Routing control: Define sequential or parallel routing and recipient roles (signer, approver, CC).
- Status tracking: Use Connect or scheduled checks to monitor sent, delivered, completed, declined, or voided envelopes.
- Write-back: Update external records with envelope IDs, completion times, and audit links.
FAQs
Yes. Tray supports DocuSign Connect where configured. If Connect isn’t available, workflows can poll for changes using the lastModifiedDateTime field to detect envelope updates.
What comes standard with Tray
Whether your systems are in the cloud or on-premises, Tray lets you connect to them, automate processes, and deploy agents to take action across your technology stack. Security teams can trust that all connections are managed securely and access is properly governed.
Universal connectivity
- 700+ prebuilt connectors plus a universal HTTP connector for any REST API.
- Build custom connectors that behave like native ones.
- Connect to cloud or on-prem systems.
On-premises connectivity
- Connect to on-premises systems using Tray, whether they are first-party or third-party.
- Work around firewalls and SSO providers with flexible connection methods.
- Support a range of on-premises security protocols to enable secure integration.
Authentication management
- Collect and store sensitive authentications securely with Tray.
- Encrypt all data at rest to ensure maximum security.
- Partition authentications into secure workspaces with role-based access control to restrict access.
Security and governance
- SOC 2 Type II, GDPR, CCPA, HIPAA.
- Encryption in transit and at rest, detailed audit logs, and least-privilege access via scoped connections and OAuth scopes.