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.