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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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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.
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.
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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Trigger on Webhook
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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.
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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.
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See how Latenode works
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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.
