Docusign + monday.com integrations
Move items to group on monday.com and send envelopes using a template in Docusign
Simplify your project management and document signing process with this workflow. When an item is moved to a group in your monday.com board, it triggers the sending of a pre-defined envelope in Docusign. This automation not only enhances efficiency but also ensures speedy delivery of essential Docusign documents, eliminating the necessity for manual intervention.
- When this happens...Item Moved to Group (Same or Different Board)Triggers when an item is moved to a group (same or different board).
- automatically do this!Send Envelope Using TemplateSends a envelope signature request using a template.
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More things you can do with monday.com and Docusign
Discover other triggers and actions you can use with monday.com and Docusign
- Board IDRequired
Try ItTriggerInstant- Board IDRequired
- Group Names to trigger on
Try ItTriggerInstant- Board IDRequired
Try ItTriggerInstant- Board IDRequired
- Column IDRequired
Try ItTriggerInstant
- Item_created_in_board_copy
- Board IDRequired
Try ItTriggerInstant- New Board
Triggers when a new board is created.
Try ItTriggerPolling - Board IDRequired
- Column IDsRequired
Try ItTriggerInstant- Board IDRequired
- Column IDRequired
Try ItTriggerInstant
Related categories
Related categories
Related Zap Templates
- Send DocuSign envelopes using a template when specific column values in monday.com boards are updated
- Update monday.com each time Docusign envelopes' status gets updated
- Create DocuSign signature requests when column values change in Monday.com.
- Create items in monday.com from completed or sent envelopes in DocuSign
- Update multiple monday.com columns when envelopes are sent or completed in DocuSign
- Create DocuSign signature requests when monday.com board column values change
- Create updates in monday.com for new folders in DocuSign
- Create signature requests in DocuSign for new monday.com board items
- Trigger signature requests in Docusign when a specific column value changes in monday.com boards
- Trigger Docusign envelope sending from template whenever specific values change in monday.com board columns
- Create Docusign signature requests for new monday.com board items
- Create items in monday.com when new envelopes are created in Docusign
- Update items in monday.com when new envelopes are sent from Docusign
- Create Docusign signature requests when specific column values are updated in monday.com boards
- Create new items in monday.com when envelopes get completed in Docusign
- Create Docusign signature requests for new items in your monday.com board
- Send Docusign documents for new monday.com board items
- Generate Docusign signature requests when specific columns in monday.com board are updated
Related Zap Templates
- Send DocuSign envelopes using a template when specific column values in monday.com boards are updated
- Create items in monday.com from completed or sent envelopes in DocuSign
- Create updates in monday.com for new folders in DocuSign
- Trigger Docusign envelope sending from template whenever specific values change in monday.com board columns
- Update items in monday.com when new envelopes are sent from Docusign
- Update monday.com each time Docusign envelopes' status gets updated
- Update multiple monday.com columns when envelopes are sent or completed in DocuSign
- Create signature requests in DocuSign for new monday.com board items
- Create Docusign signature requests for new monday.com board items
- Create Docusign signature requests when specific column values are updated in monday.com boards
- Create DocuSign signature requests when column values change in Monday.com.
- Create DocuSign signature requests when monday.com board column values change
- Trigger signature requests in Docusign when a specific column value changes in monday.com boards
- Create items in monday.com when new envelopes are created in Docusign
- Create new items in monday.com when envelopes get completed in Docusign









