I have a client that is transitioning monday to their current workflow management software.
One of their main sticking points is the ability to integrate with adobe sign. I don’t see any sort of app or integration that allows for that and nothing on zapier. I have found some custom integration capability via appypie.
Any thoughts or suggestions for a pre-made app?
I have a similar situation with a prospect
I also have this problem any update?
Also have this problem?
Also have a client requesting about this integration
Hope this helps as a work around - https://www.make.com/en/integrations/adobe-sign/interact-do/monday
If an app were created, what features would you want it to have? This may be something Plugin Genie could create.
Hi Oliver,
I don’t want to speak for everyone, but here are the features my company is looking for:
The ability to send agreements directly from monday. I’d envision either being able to select from a list of documents in a File column, or having a dedicated File column for Adobe Sign.
We would need the ability to add multiple signers, CCs, and customize the subject and message.
Ideally, we would be able to preview the document and add/remove signature fields as needed; however, this wouldn’t be 100% necessary as we utilize text tags to automatically place these fields.
Ideally, the agreement status would be mirrored in a monday Status column (Sent For Signature, Rejected, Complete, etc.)
Ideally, when the agreement is fully executed, the signed version is added to (or replaces the existing file) in the File column.
HI stone, i have your solution, would you be willing to test it out for me
Yes, how can I test it?
@PluginGenie - I just tested the DocuSign app. We would essentially need to replicate this functionality. Do you have any updates on this? Is Plugin Genie considering creating something?
Hi Stone,
Thanks for all the information. @uchizzi is not a part of Plugin Genie, but it sounds like they may have a solution?
At this point, Plugin Genie is not actively developing this integration. It may be something we will consider building in the future, but we are still exploring other options first. If it is something we would build, it would take many months to create, so unfortunately there’s not a very near-term dedicated app we could provide for you.
That being said, Plugin Genie created the Microsoft Power Automate app in monday.com. I’m not sure if your company uses Power Automate, but it does support Adobe Sign. You could create a flow in Power Automate, using the monday connector, then send the monday.com data to the Adobe Sign connector. I’m not sure if the Adobe Sign connector contains all the necessary actions for your use case, but I wanted to mention it in case it could be useful to you.
You can find the Adobe Sign Power Automate documentation here: Adobe Sign for Microsoft PowerApps and Power Automate.
You can add the “Microsoft Power Automate” app to monday.com via the marketplace to get started integrating monday.com with Power Automate and Adobe Sign.
If you have any questions regarding the Microsoft Power Automate app in monday.com, please feel free to reach out to me directly via oalbrecht@plugingenie.com.
Here are the actions available in Power Automate for Adobe Sign:
Oliver i never claimed to be part of plugin genie. Please be respectful on here and stop making false claims
@uchizzi I’m sorry for the confusion. I know you didn’t say you were a part of Plugin Genie. I just wasn’t sure if Stone may have thought we both worked for the same company, since we were both trying to see if we could provide a solution for him. Sometimes multiple people from the same company help a person on a thread and it’s not always apparent if they work for the same company or not.
By the way, I’m grateful if you have a solution for the Adobe Sign integration, since it seems like a more popular problem for monday.com customers. By mentioning you, I wanted to have Stone explore your solution above what I suggested, since yours may be a better fit.
@PluginGenie - thanks for the response. I reached out to your email with some more specific questions.
@uchizzi - I’d be happy to test your solution. Let me know how we can proceed. Thanks!
Hi all – I have good news! We’re releasing e-signatures as a new feature in DocuGen starting next week. With DocuGen Sign you can:
We’re granting access to DocuGen Sign early adopters as soon as next week (10 June.) If you would like access, please fill out this form:
@Dcrum @gvelasco1493 @Abyr1 @Fruition @oalbrecht @stone.kane @uchizzi
@stone.kane @Fruition @Abyr1 @gvelasco1493 If you haven’t try this yet, GetSign.io a monday most popular Electronic Signature and document generation solution is a good place to start. Adobe Sign for monday.com alternative that can be integrated in minutes. Give it a try and let me know what you think.
