Skip to main content

Make Waves ’26. Find out everything we’ve announced to build a more transparent future for AI agents in business

Read now (opens in a new tab)
monday.com
Docusign

Connect monday.com and Docusign integrations

Explore ready-made monday.com and Docusign templates and start automating in minutes.

Get started free

Create a custom workflow

Integrate monday.com with Docusign and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

monday.com
Trigger: Watch Board's Column Values
Docusign
Action: Select an action
1. Select a trigger

  • Triggers when the board's column values have changed.

  • Triggers when an item is created/updated in the given board.

  • Triggers when a board's item is created.

  • Triggers when an item with the given value is created/updated in the given board.

  • Triggers when a new user is subscribed to a given board.

  • Triggers when a new board's update is created.

  • Triggers when a new event occurs in Monday.

  • Triggers when an item is created/updated in the given group.

  • Triggers when an item's column value is changed.

  • Triggers when an item's name on a board has changed.

  • Triggers when a new item's update is created.

  • Triggers when a new user has joined the given team.

  • Triggers when a new user is created.

2. Select an action

  • Adds a new document to a workspace. Only available for Docusign IAM Plans.

  • Adds a recipient to the bulk send list

  • Adds a user to a workspace. Only available for Docusign IAM Plans.

  • Sends envelopes based on a template to multiple recipients using a bulk send list.

  • Cancels a running Workflow Builder workflow instance. Only available for Docusign IAM Plans.

  • Creates a bulk send list

  • Creates an envelope using files of a selected workspace. Only available for Docusign IAM Plans.

  • Creates a long-lived pre-filled webform link (less secure, infinite duration)

  • Creates a secure Session Link for the filled webform (more secure, shorter duration)

  • Creates a signing group.

  • Creates a new template using a document.

  • Creates a new Workspace. Only available for Docusign IAM Plans.

  • Deletes a document in a workspace. Only available for Docusign IAM Plans.

  • Downloads a document from a specified envelope.

  • Gets the content of an envelope form data

  • Retrieves the overall status for the specified envelope.

  • Performs an arbitrary authorized API call.

  • Pauses a Workflow Builder workflow instance. Only available for Docusign IAM Plans.

  • Restores the workspace access to a user. Only available for Docusign IAM Plans.

  • Resumes a paused Workflow Builder workflow instance. Only available for Docusign IAM Plans.

  • Revokes a user's access to a workspace. Only available for Docusign IAM Plans.

  • Creates and sends an envelope using a selected template.

  • Sends an envelope with a document to be signed.

  • Tests a bulk send list

  • Triggers a Workflow Builder workflow. Only available for Docusign IAM Plans.

  • Updates a template

  • Updates a workspace user. Only available for Docusign IAM Plans.

  • Voids an envelope

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between monday.com and Docusign.

[Deprecated] Watch Events
Triggers when an envelope or recipient status is changed.
Trigger
Add a Column to a Board
Adds a new column to a specific board.
Action
Add a File to a File Column Value
Adds a file to a file column value.
Action
Add a File to an Update
Adds a file to an existing update.
Action
Add Board Subscribers
Adds subscribers to a board by their IDs and the board ID.
Action
Add document to Workspace (for IAM Plans)
Adds a new document to a workspace. Only available for Docusign IAM Plans.
Action
Add to Bulk Send List
Adds a recipient to the bulk send list
Action
Add User to Workspace (for IAM Plans)
Adds a user to a workspace. Only available for Docusign IAM Plans.
Action
Bulk Send Envelope from Template
Sends envelopes based on a template to multiple recipients using a bulk send list.
Action
Load more

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.