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Certyneo
monday.com

Connect Certyneo and monday.com

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

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Create a custom workflow

Integrate Certyneo with monday.com 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.

Certyneo
Trigger: Watch envelope completed
monday.com
Action: Select an action
1. Select a trigger

  • Triggers when every recipient has signed and the envelope is completed. Includes a download link for the signed PDF when available.

  • Triggers as soon as a new envelope is created (status DRAFT) — before it is sent to any recipient.

  • Triggers when a recipient refuses to sign. Includes who declined and the reason they gave.

  • Triggers when an envelope reaches its expiration deadline before every recipient has signed (status moves to EXPIRED).

  • Triggers when a sender resubmits an envelope after it was returned for correction.

  • Triggers when a recipient returns the envelope to the sender for correction, before it is completed.

  • Triggers when an envelope is sent to its recipients (status moves from DRAFT to SENT).

  • Triggers when the sender cancels an envelope before it is completed (status moves to VOIDED). Every pending signing link stops working.

  • Triggers when a recipient with the Approver role approves the envelope, before it is completed.

  • Triggers each time an individual recipient signs, before the envelope is completed. Fires once per signer.

  • Triggers when a recipient opens and views the envelope, before it is completed.

2. Select an action

  • Adds a new column to a specific board.

  • Adds a file to a file column value.

  • Adds a file to an existing update.

  • Adds subscribers to a board by their IDs and the board ID.

  • Creates a new board.

  • Creates a new group in a specific board.

  • Creates a new notification.

  • Creates subitem of an item.

  • Creates an item by the board ID.

  • Creates an item.

  • Creates a new update.

  • The tags mutation allows you to create new tags or receive their data if they already exist.

  • Deletes or archives an item.

  • Downloads a file by the asset ID.

  • Duplicates a board.

  • Duplicates a group.

  • Duplicates an item.

  • Performs an arbitrary authorized GraphQL query.

  • Returns a board.

  • Returns a group.

  • Returns a team.

  • Returns a user.

  • Returns an item.

  • Gets a column value of an item.

  • Moves an item between groups in the same board.

  • Removes subscribers from a board by their IDs and the board ID.

  • Updates multiple columns values of a specific item.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

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

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
Create a Board
Creates a new board.
Action
Create a Group
Creates a new group in a specific board.
Action
Create a Notification
Creates a new notification.
Action
Create a Subitem
Creates subitem of an item.
Action
Create an envelope
Creates a signature envelope from documents already uploaded to Certyneo, and optionally sends it to the recipients immediately.
Action
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FAQs

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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.