Monday and Docusign Integration

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Automatically trigger Docusign e-signature requests when new items appear in Monday, then log document status in Monday. Latenode’s visual editor and affordable execution time let you tailor and scale this automation easily.

Swap Apps

Monday

Docusign

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Monday and Docusign

Create a New Scenario to Connect Monday and Docusign

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Docusign will be your first step. To do this, click "Choose an app," find Monday or Docusign, and select the appropriate trigger to start the scenario.

Add the Monday Node

Select the Monday node from the app selection panel on the right.

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Configure the Monday

Click on the Monday node to configure it. You can modify the Monday URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Monday

Sign In

Run node once

Add the Docusign Node

Next, click the plus (+) icon on the Monday node, select Docusign from the list of available apps, and choose the action you need from the list of nodes within Docusign.

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Authenticate Docusign

Now, click the Docusign node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Docusign settings. Authentication allows you to use Docusign through Latenode.

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Sign In

Run node once

Configure the Monday and Docusign Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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The action ID

Run node once

Set Up the Monday and Docusign Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Monday, Docusign, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Monday and Docusign integration works as expected. Depending on your setup, data should flow between Monday and Docusign (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Monday and Docusign

Docusign + Monday + Slack: When a Docusign envelope's status is updated to 'Completed', the automation creates an update in a specified Monday.com project board, then posts a message to a designated Slack channel to notify the team.

Docusign + Monday + Google Sheets: When a Docusign envelope's status is updated to 'Completed', the automation retrieves data from the associated Monday.com board and logs the Docusign document and Monday project information into a Google Sheet for tracking and reporting purposes.

Monday and Docusign integration alternatives

About Monday

Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.

About Docusign

Integrate DocuSign with Latenode to automate contract workflows. Automatically send, track, and store signed documents. Trigger actions based on signature status, update databases, and alert teams. Latenode adds flexible logic and integrations beyond standard DocuSign options, with pay-per-execution pricing and visual flow design.

See how Latenode works

FAQ Monday and Docusign

How can I connect my Monday account to Docusign using Latenode?

To connect your Monday account to Docusign on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Monday and click on "Connect".
  • Authenticate your Monday and Docusign accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically send contracts upon Monday status change?

Yes, you can! Latenode lets you trigger Docusign envelopes directly from Monday updates, using powerful logic and avoiding manual sending. Speed up your workflows easily!

What types of tasks can I perform by integrating Monday with Docusign?

Integrating Monday with Docusign allows you to perform various tasks, including:

  • Automatically sending contracts when a new item is created in Monday.
  • Updating Monday columns when a Docusign envelope is completed.
  • Creating Docusign envelopes from Monday data, pre-filling fields.
  • Triggering Monday automations based on Docusign signature events.
  • Centralizing contract status tracking within your Monday boards.

Can Latenode handle complex Monday column data for Docusign?

Yes! Latenode easily maps complex Monday data to Docusign fields, even nested information, using no-code tools or custom JavaScript transformations.

Are there any limitations to the Monday and Docusign integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex Docusign templates with many conditional fields may require advanced configuration.
  • Rate limits on the Monday and Docusign APIs can affect high-volume workflows.
  • Certain advanced Docusign features may require custom JavaScript code blocks.

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