BoldSign + monday.com

"upload files to a specific column in monday.com when new documents are completed in BoldSign"

Whenever a document is finalized in BoldSign, this workflow will effortlessly take over the job of filing it for you. It automatically uploads the completed document to a specific column in your monday.com app, thereby eliminating manual transfers and strikeouts. With this automation, focus on more critical tasks instead of worrying about misplacing or forgetting to file important documents.

Whenever a document is finalized in BoldSign, this workflow will effortlessly take over the job of filing it for you. It automatically uploads the completed document to a specific column in your monday.com app, thereby eliminating manual transfers and strikeouts. With this automation, focus on more critical tasks instead of worrying about misplacing or forgetting to file important documents.

  1. When this happens...
    BoldSignBoldSign
    Document Completed

    Triggers when the document has been completed by all the signers.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Upload File to Specific Column

    Upload File To Specific Column

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • Admin Mode

    Trigger
    Instant
    Try It
    • Choose TemplateRequired

    • Sandbox ModeRequired

    Action
    Write
    • Item Created In Board Copy

    • Board IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New Board

    Triggers when a new board is created.

    Trigger
    Polling
    Try It
boldsign logo
boldsign logo

About BoldSign

BoldSign is an electronic signature solution that lets you collect legally binding eSignatures online from any device.
Learn more

Related categories

  • Signatures
monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Learn more

Related categories

  • Project Management

Similar apps

Trello integrationsTrello integrations

Trello

Project Management
Asana integrationsAsana integrations

Asana

Project Management
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)