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Zapier makes it easy to integrate Docusign with monday.com - no code necessary. See how you can get setup in minutes.
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Docusign
Docusign
1. Choose trigger event
monday.com
monday.com
2. Choose action
1. Select the event
Setup
Test
Docusign
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Click Agreed" from Docusign.
Add your action
An action happens after the trigger—such as "Archive Board" in monday.com.
You’re connected!
Zapier seamlessly connects Docusign and monday.com, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Create a new record or update an existing record in your app.
Bulk List ID
Required
Template
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template
Required
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template Name
Required
Description
Email Subject
Email Message
Document
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delete Document From Workspace (For IAM Plans)
Removes a document from a workspace permanently. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Brand ID
Email Subject
Email Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Documents in Workspace (For IAM Plans)
Lists and searches documents within a specific workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Pause Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Trigger Workflow (For IAM Plans)
Triggers a Workflow Builder workflow. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
List Users in Workspace (For IAM Plans)
Lists all users in a workspace with their roles and permissions. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Restore Workspace User Access (For IAM Plans)
Restores a user's access to a workspace by re-adding them. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template
Required
Render Template Tabs
Required
Email Subject
Email Blurb
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template ID
Required
Template Name
Required
Description
Email Subject
Required
Email Message
Document
Required
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Void Reason
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Envelope with Base URL and Account ID Input
Create a Docusign envelope with essential custom fields, a document as a base64 file, template, and recipient details, using direct input fields for the base URL and account ID.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Include Certificate of Completion
Action
This is an event a Zap performs.
Search
Find existing data in your app
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Workflow (For IAM Plans)
Finds Workflow Builder workflows that match the search criteria. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Workflow Instance (For IAM Plans)
Finds Workflow Builder instances for a specific workflow. Only available for Docusign IAM Plans.
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
Uploads and adds a document to a workspace for organization and collaboration. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Add User to Workspace (For IAM Plans)
Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
List Name
Required
Role Name
Required
Name
Required
Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Envelope From Workspace (For IAM Plans)
Creates an envelope associated with the workspace. Envelope recipients will automatically be granted Participate access to the workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Workspace (For IAM Plans)
Creates a new workspace for organizing documents, participants, and agreement workflows. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Document ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template ID
Brand ID
Email Subject
Email Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Workspaces (For IAM Plans)
Searches for workspaces by name. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Cancel Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Resume Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
List Envelopes in Workspace (For IAM Plans)
Lists all envelopes created from a workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Webform
Required
Link Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Revoke Workspace User Access (For IAM Plans)
Removes a user's access to a workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Bulk List ID
Required
Template
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Workspace User (For IAM Plans)
Updates a user's role or status in a workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Agreement (For IAM Plans)
Finds Agreement Manager agreements that match the search criteria. Only available for Docusign IAM Plans.
Create a new record or update an existing record in your app.
Item ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Formula_columns_notice
Board ID
Required
Item ID
Required
Override empty fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
Required
Column Title
Required
Column Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
Required
Group ID
Item Name
Required
Subitem Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Item ID
Required
Body
Required
Parent Update ID
User Mentions
Team Mentions
Include team mentions in body
Board Mentions
Project Mentions
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Item ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board
Required
Item
Required
Include Updates?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Formula_columns_notice
Board ID
Required
Item ID
Required
Subitem ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Formula_columns_notice
Board
Item
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Formula_columns_notice
Board ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Board ID
Required
Item ID
Required
Column
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Board ID
Required
User :
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Docusign and monday.com with AI agents and code
Beyond Zap workflows. Call Docusign and monday.com actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Docusign and monday.com actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Document to Workspace (For IAM Plans)
Archive Board
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Docusign and monday.com
Track completed contracts in monday.com
Stay on top of business agreements. When a contract is completed in DocuSign, Zapier creates a new item in monday.com under a specific board. This workflow ensures you don't miss any finalized agreements, centralizing data for easy tracking and progress management.
Coordinate marketing efforts seamlessly. When an envelope is signed and completed in DocuSign, Zapier adds a corresponding task or sub-item in monday.com. This integration links signed contracts with associated campaigns, ensuring relevant teams are aligned for post-contract actions.
Update project boards with DocuSign status changes
Keep projects on schedule. When an envelope's status changes in DocuSign, Zapier updates the matching task or sub-item in monday.com. This workflow ensures consistent communication and provides the entire team with real-time updates, reducing the chances of delays.
Learn how to automate monday.com on the Zapier blog
Make work flow with AI
Level up your Docusign to monday.com integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Docusign + monday.com integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and monday.com
How does the DocuSign and monday.com integration work?
The integration allows you to automate workflows by connecting DocuSign with monday.com actions. Triggers in monday.com, such as a status change, can automatically initiate a DocuSign process, sending out documents for signature without manual intervention.
What are some common triggers for this integration?
Common triggers include status changes on a monday.com board, newly created items, or approaching deadlines. These can be set to automatically send documents through DocuSign.
Can I customize the documents sent through this integration?
Yes, you can customize document templates in DocuSign which are then used in the automated processes triggered by actions on your monday.com boards.
Is it possible to track document status within monday.com?
Absolutely. The integration supports updating item fields in monday.com based on changes in document status within DocuSign. For example, once a document is signed, an item status can update automatically.
Do I need coding skills to set up this integration?
No coding skills are required. Our platform provides a user-friendly interface that lets you create integrations using simple triggers and actions without any programming knowledge.
Can we automate notifications when a document is signed via DocuSign?
Yes, you can set up notifications as part of your workflow so teams receive alerts within their monday.com accounts when documents are signed using DocuSign.
What happens if a signer declines to sign a document?
If a signer declines to sign a document, you can configure your workflow to update the related item's status in monday.com or trigger an alternative action such as notifying team members or sending follow-up emails.
About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
