Docusign + monday.com

Update monday.com each time Docusign envelopes' status gets updated

Ensure wide visibility and streamlined workflow within your team by linking updates from Docusign directly to monday.com. This automation allows any status updates of your envelopes in Docusign to reflect immediately in your monday.com workspace, promoting transparency and efficient project management. Benefit from enhanced collaboration and always keep your team in the loop.

Ensure wide visibility and streamlined workflow within your team by linking updates from Docusign directly to monday.com. This automation allows any status updates of your envelopes in Docusign to reflect immediately in your monday.com workspace, promoting transparency and efficient project management. Benefit from enhanced collaboration and always keep your team in the loop.

  1. When this happens...
    DocusignDocusign
    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.

    TriggerScheduled
  2. automatically do this!
    monday.commonday.com
    Create Update

    Create a new update.

    ActionWrite
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Supported triggers and actions

    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It
    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write
    • TemplateRequired

    • Email Subject

    • Email Blurb

    • Recipient Email

    • Recipient Name

    • Recipient Role

    Action
    Write
    • Board IDRequired

    Trigger
    Instant
    Try It
  • Docusign triggers, actions, and search

    New Folder

    Triggers when a new folder is created.

    Trigger
    Scheduled
    Try It
    • Template ID

    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Board IDRequired

    Trigger
    Instant
    Try It
docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn more

Related categories

  • Signatures

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monday logo
monday logo

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.

Related categories

  • Project Management

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