1.Monitor envelope completed
Integrate Docusign, and document event tracking to capture completed envelope details for waiver processing.
Set waiver item to signed when envelope completes
Automatically monitor envelope completed events across Docusign and monday.com. Create and update when qualifying waivers completeβso you can update signed status, attach signed document links, and notify without manual follow-up paperwork.
How this automation accelerates your signed waiver updates
When waiver envelopes complete without a matching board record, signed approvals can stall and campaign assets stay missing. This automation filters qualifying envelopes, finds the right project item, and updates its status and document linkβso your team can use signed waivers faster.
Docusignor swap with your favorite app
2.Continue only for qualifying waivers
Integrate Filter by Zapier and routing rules to continue only for envelopes that match your waiver criteria.
Filter by Zapieror swap with your favorite app
3.Find item by column value
Integrate monday.com and board search to find the matching project item using signer email and envelope reference.
monday.comor swap with your favorite app
4.Parse search output for item id
Integrate Formatter by Zapier and data parsing to extract the single item id needed for updates.
Formatter by Zapieror swap with your favorite app
5.Change multiple columns to Signed
Integrate monday.com and column mapping to set status to Signed and store the signed document URL.
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Explore all document approval workflows automations
Speed up document approvals with automated routing, approval reminders, and record updates
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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