DocuSign

Seamlessly integrate and automate DocuSign with Tray.ai. Connect DocuSign to any app, automate workflows, sync files, and enhance productivity. Scalable, secure, and perfect for streamlining processes across your entire tech stack.

Overview

DocuSign allows businesses to prepare and manage agreements with customers and employees using electronic signatures.

Authentication

When using the DocuSign connector, the first thing you will have to do is click on 'New Authentication' in the step editor: On the next screen, you can select whether this is a production or sandbox account, and give the authentication a name. You must tick the box confirming that you grant full read and write access in your account, and then click 'Add authentication': A pop-window will then open where you can log in to your DocuSign account: If your details are correct, the window will close and the authentication will be created.