monday.com + Zoho Sign

monday.com + Zoho Sign integrations

Send Zoho Sign templates for testing when specific column values change in your monday.com boards

Streamline your project management and document signing process. With this workflow, whenever a specific column value is updated in your monday.com board, a pre-set template in Zoho Sign is immediately sent for testing purposes. This efficient automation not only ensures timely responses but also reduces the chance of missing important updates or sign-offs in your projects.

When this happens...
Specific Column Value Changed in BoardTriggers when a specific column's value changes in the selected board.
TriggerInstant
automatically do this!
Send Template (For Testing Purpose)Send a template for signing for testing purposes (up to 50 envelopes a month). The envelopes sent using this action will not consume any Zoho Sign credits and the documents will be watermarked with the 'For testing purpose only' note.
ActionWrite

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More things you can do with monday.com and Zoho Sign

Discover other triggers and actions you can use with monday.com and Zoho Sign

- Board ID
  Required
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Instant
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- Board ID
  Required
- Group Names to trigger on
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Instant
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- Board ID
  Required
Trigger
Instant
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- Board ID
  Required
- Column ID
  Required
Trigger
Instant
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- Board ID
  Required
Trigger
Instant
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- Board ID
  Required
Action
Write
- Item ID
  Required
Action
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- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
- Parent Update ID
- User Mentions
- Team Mentions
- Include team mentions in body
- Board Mentions
- Project Mentions
Action
Write
- Item ID
  Required
Action
Write
- Board
  Required
- Item
  Required
- Include Updates?
Action
Write
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board
- Item
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
Document Declined
Triggers when an envelope or document is declined.
Trigger
Instant
Try It
Document Recalled
Triggers when an envelope or document is recalled.
Trigger
Instant
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- Request Id
  Required
- Certificate of completion
Action
Write
- Request Id
  Required
Action
Write
Send Template (For Testing Purpose)
Send a template for signing for testing purposes (up to 50 envelopes a month). The envelopes sent using this action will not consume any Zoho Sign credits and the documents will be watermarked with the 'For testing purpose only' note.
Action
Write

- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
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- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Board
  Required
- Item
  Required
- Group
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board
  Required
- Column to Search
  Required
- Include Subitems?
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board ID
  Required
Action
Search
Document Completed
Triggers when an envelope or document is completed i.e. signed and approved by all recipients.
Trigger
Instant
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Document Expired
Triggers when an envelope or document expires.
Trigger
Instant
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Document Signed
Triggers when an envelope or document is signed or approved by a recipient.
Trigger
Instant
Try It
- Request ID
  Required
Action
Write
Send Template
Send a template for signing.
Action
Write

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.

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About Zoho Sign

Zoho Sign is a complete digital signature app for generating and managing legally binding business documents using automated workflows.

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