Documentation

Get Started with Docusign Integration

Follow this guide to automate your document workflows. Create drafts, send envelopes, and track signatures directly within monday.com.

What You'll Learn

Sending Documents

  • Connect Production or Sandbox accounts
  • Map monday data to Templates
  • Create Drafts for review
  • Send envelopes automatically

Tracking & Syncing

  • Track status (Sent, Signed, Voided)
  • Move items based on signature status
  • Sync signed data back to columns
  • Match via Sender item or Signer email
Deployment

Step-by-Step Setup Guide

From connecting your account to sending your first envelope.

1

Install and Add Integration

• Go to the board where you want to manage documents.

• Click "Integrate" and search for the Docusign app.

• Choose a recipe to start (e.g., "When status changes...").

2

Connect Docusign Account

• Click the Account field in the recipe.

• You will see options to "Connect Production Account" or "Connect Sandbox Account".

• If you don't have an account, click "Get a Free Trial" to start efficiently.

Sandbox vs Production

Use Sandbox for testing without legal validity or cost. Use Production for real contracts.

3

Configure Sending (monday → Docusign)

• Select your Template and Brand.

• Use the Data field to map monday columns to the template.

• Important: Choose between "Send" (automatic) or "Create draft of".

4

Using the Item View (Drafts)

• If you selected "Create draft", the automation creates an envelope but doesn't send it.

• Open the "Docusign Integration" Item View on the item.

• You will see the Docusign Sender View where you can edit fields, add recipients, and click Send.

• Note: Only the user who triggered the draft creation can access the Sender View url.

5

Configure Tracking (Docusign → monday)

• Use recipes 5-9 to listen for events like "Completed" or "Voided".

• Configure the condition field to determine which item to update.

Matching Logic

You can match items either by "Item that sent envelope" (only works if sent via this app) OR by "Signer is in Email Column" (requires Admin Oauth Connect).

Automation Recipe Explorer

Detailed breakdown of how to configure automated sending and tracking.

monday → Docusign

4 recipes to automate creating and sending envelopes

Recipe 1

Trigger by Status Change

Use this recipe to automatically generate contracts or agreements when a deal stage moves to 'Won' or 'Ready for Contract'.

When {status} changes to {something}, {Sent/Draft} envelope using {Account}, {Template} {Brand} and {Data}

Configuration Steps

Select the {status} column and the specific value ({something}) to listen for
Choose action: 'Send' immediately or 'Create draft' for review
Select your Docusign {Account} (Production or Sandbox)
Pick the specific Docusign {Template} and {Brand}
Map monday.com columns to template roles/fields using {Data}
Drafts allow you to review and edit in the Item View before sending.

A Understanding the "Condition"

Item that sent envelope

Select this if the envelope was created using this monday.com app (Recipes 1-4).

  • Reliability: 100% accurate matching.
  • Requirement: Envelope must be initiated from monday.

B Understanding the "Condition"

Signer is in Email Column

Select this to find any item where an Email column matches a Signer's email.

  • Reliability: Possible mistakes if duplicate emails exist.
  • Requirement: The Docusign user connecting must be an Admin.

Data Mapping

Dynamic mapping allows you to customize subject lines, email bodies, and signer details using your board data.

Sending: {Data} Field

Map these Monday columns to your Docusign Template roles:

Email Subject Text Column
Email Body Long Text
Signer Name Person / Text
Signer Email Email Column

Receiving: {multiple columns}

Sync completed envelope data back to Monday:

Envelope Status Status / Text
Date Signed Date Column
Signed Document File Column
Envelope Status Status / Text

Workflow Best Practices

• Use "Drafts" first: When setting up a new automation, use "create draft" to verify the document looks correct before switching to auto-send.
• Sender View Access: Remember that for security, only the specific monday.com user who triggered the draft creation can open the Sender View.
• Status Matching: Ensure your monday status labels (e.g., "Signed") match what you configure in the "Receive" recipes.
Support

Troubleshooting

Common issues and their solutions to help you get up and running quickly.

Need Additional Help?

Our support team is here to help you get the most out of your integration.

Contact Support Book a Consultation