I’m a big fan of Monday since 3 years already (time flies), I’m an advanced user with 200+ boards across 3 different enterprise accounts.
But I’m still being confronted to roadblocks… I’m setting up docusign with monday.com and trying to achieve the following results:
I created a template on docusign with an empty recipient, including placeholder.
I connected the integration docusign X Monday on a board.
Roadblock: I want the template to be sent automatically when a status changed from something to something. Using the column “email” and “name”, I would like the template to send an envelop automatically to the recipient in the email column.
is that possible? I see that I have to use the updates sidebar and go to the docusign - item view tab and send the new envelop manually to the recipient.
To streamline your process, we can automate sending DocuSign envelopes directly from Monday.com when the status changes. Here’s a practical approach to achieve this:
Trigger Setup: Configure Monday.com to trigger an automation when the status column changes from one specific value to another.
Integration Mapping: Utilize the email and name columns to dynamically populate the DocuSign recipient fields.
DocuSign API: Leverage DocuSign’s API to automate envelope creation and sending. This can be done through Make.com (formerly Integromat) or Zapier, allowing seamless integration without manual intervention.
Custom Automation: Develop a custom automation script that connects Monday.com triggers to DocuSign actions, ensuring envelopes are sent as soon as the status update occurs.
I just created this Bot Pack that will work perfectly for your situation. I put some detailed instructions and images that will make it easy to follow and set up.
You can get started by installing the bot pack here.
If you have any questions or need help setting up just reach out to us on our website.
