Docusign + monday.com
Create items in monday.com from completed or sent envelopes in DocuSign
Streamline your document management process with this seamless workflow. When an envelope is sent or completed in DocuSign, a new item will be created in your monday.com board. This ensures that all necessary parties are aware of the document's status, improving team collaboration and reducing delays in project timelines.
Streamline your document management process with this seamless workflow. When an envelope is sent or completed in DocuSign, a new item will be created in your monday.com board. This ensures that all necessary parties are aware of the document's status, improving team collaboration and reducing delays in project timelines.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
- automatically do this!Create Item
Create a new Item in a board
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