1.Monitor completed envelope signing
Integrate DocuSign and signature tracking to capture signer info and the envelope completion timestamp so contracts flow forward.
Update order board when a sales agreement is signed
Automatically monitor DocuSign envelopes completed across DocuSign and monday.com. Create and update signed order records when order agreements finish signing, so you can set signed status, populate the signed date, and confirm operations readiness without manual checking.
How this automation updates your signed order records
When completed envelopes require manual review, delays can slow operations and billing. This automation captures signing details, filters order agreements, and updates monday.com board fieldsβso your team can act on signed orders without manual checks.
Docusignor swap with your favorite app
2.Continue only for order agreements
Integrate Filter by Zapier and contract qualification tools to continue only for order agreement envelopes so non-order documents are ignored.
Filter by Zapieror swap with your favorite app
3.Format signing timestamp and emails
Integrate Formatter by Zapier and data normalization tools to format the completion timestamp and normalize email casing so board dates match.
Formatter by Zapieror swap with your favorite app
4.Find order item by signer email
Integrate monday.com and board lookup tools to map signer email to the board email column so the matching order item is located.
monday.comor swap with your favorite app
5.Update signed status and signed date
Integrate monday.com and workflow board tools to change status and populate the signed date so operations can act immediately.
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Close contracts faster with automated signature routing, record updates, and execution alerts
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