DocuSign app integration error when setting up automation

Every time I attempt to set up the recipe for Docusign integration, I get the pictured error message. All necessary columns exist (they were created by the set up wizard when I installed the app) and I’m fairly certain my Docusign account is linked up ok. When I use the Docusign Item View, I can see the templates in my Docusign account. Are there some additional permissions I need to enable or something (in either Docusign or Monday?)

Have you managed to solve the problem? I have the same and one more. The integration worked for several times and now it doesn’t work at all. I even tried to uninstall and install the app again with no success.

Yes, Docusign told me that a corporate level Docusign account is required to make the integration work. Wish this would have been mentioned up front. I’ve wasted a ton of time trying to set up the integration.

Ok, that’s not my case because we have Business Pro type of subscription. Apparently, I need to ask their support, thank you.

That’s what I thought, but no, Business Pro is not the same thing as Corporate. They told me any of their web plans, including Business Pro, will not work with the app. You have to get on a sales call to even find out Corporate pricing :roll_eyes: I did not pursue because I think it’s going to be much more expensive than we’re willing to invest. I’m exploring Zapier as a more affordable alternative.

How’d it go with Zapier?

Tips to fix-
Disconnect Account and Preserve User Settings: Disconnect DocuSign Account connected to your Salesforce organization
Disconnect Account and Remove Users: Disconnect DocuSign Account connected to your Salesforce organization, reset user custom settings and Permission Set assignments
Clear User Settings: Delete cached access tokens when storage limits are exceeded for protected custom settings
Folder Permissions: Trigger root folder permissions update task. This action resets user permissions for all content
Refresh Products: Refresh the list of products provisioned to the DocuSign account

Rachel Gomez

Not sure if this will work for anyone else, but I was able to use an incognito browser on Chrome to integrate the DocuSign recipe and link my account. I have a pro plan on both DocuSign and Monday.

1 Like

Hey everyone! We recommend following @Cvh approach, and testing whether an incognito browser solves this for you. If it does, head back to your standard browser and clear your cache - this should allow you to use the integration without having to open an incognito window. That being said, we have not had any recently reported issues with the integration so if you’re still running into an error, please reach out to our support team via so our technical specialists can investigate :pray: