Docusign and monday.com integration: the complete guide

Your options at a glance

The trade-offs, including cost and upkeep, are in Docusign + monday.com: native app vs Zapier vs Make. The rest of this guide covers Docusign Integration Plus.

What Docusign Integration Plus does

1. monday.com item
2. Docusign envelope
3. Signers view and sign
4. Status back on your board

• Send by hand from an item. Open the app’s item view, pick a Docusign template and fill its fields from board columns. Or start from your own files and place the signature fields in Docusign.
• Send with automations. Create or send an envelope when a status changes, an item moves to a group or board, or someone clicks a button.
• Sync status back. Change a status, post an update, move the item, fill columns or save the signed document to a File column when an envelope is sent, viewed, completed, declined or voided.

Send envelopes from the item view

The item view is a tab on each item. It lists the envelopes sent for that item and their status, and its New envelope button walks you through sending one.

• From a template. Pick a Docusign template, fill each recipient’s name and email by typing or picking a board column, then send. You can save the mapping for the board, so the next envelope takes a few clicks. See Send an envelope from a template.
• From scratch. Attach files from a File column or upload them in Docusign, add recipients and a signing order, then place the fields in the Docusign sender view. This always creates a draft first. See Send files without a template.
• Track and void. Each envelope shows its signing progress, its recipients and an activity log. You can void an envelope that’s still out for signature. See Track envelopes, activity and voiding.

Envelopes you send by hand from the item view don’t count toward your plan’s runs. Only automation runs do.

Send envelopes with automations

The app adds five sending templates to the Automation Center. They share the same fields and differ only in the trigger:

• Draft/Send: send right away, or always create a draft for review. With Send, the app saves a draft instead when something needs attention, and tells you why.
• Template and Data: the Docusign template, and which columns fill its recipients, signer fields, sender fields, email subject and message.
• Brand: a Docusign brand for the email and signing page.

The other triggers are a status change with the documents from a File column, an item moving to a group, an item moving to the board, and a button click. Send a Docusign envelope when a monday.com status changes walks through the most common setup end to end.

Files without a template

When the document is a file on the item, the File column template can send it without a Docusign template. You place the signature fields in the document itself with anchor tags, such as \s1\ for the first signer’s signature or /sig1/ in the other style. Without a template, an automation supports up to three signers and two CC recipients, and it only sends when every signer has a signature tag. See Anchor tags for files without a template and Send files from a File column with automations.

Sync envelope status back to monday.com

Ten tracking templates react to envelope events in Docusign: sent, viewed, completed, declined, voided or any status. They can change an item’s or subitem’s status, post an update, move the item to a group or another board, or write envelope data, such as the signer names and the time of the change, into columns.

1. Sent

   The envelope goes to its recipients

2. Viewed

   Docusign reports it as delivered

3. Completed

   Every recipient has finished

Or it ends early:

• Declined

  A recipient declines to sign

• Voided

  The sender voids the envelope

Condition decides which item an envelope belongs to:

See Sync envelope status back to monday.com for both options in detail.

Save signed documents to the item

When an envelope is completed, three templates save documents from Docusign to a File column: the signed documents, the Certificate of Completion, or both in one PDF. They can also create the File column for you, or create a new item for every completed envelope in the account.

See Save completed documents to monday.com.

Test safely with a sandbox

Docusign Integration Plus connects to production accounts and to free Docusign developer (sandbox) accounts. Runs with a sandbox connection never count toward your plan, so you can build every automation, test it, and then switch its Account to production. See Use a Docusign sandbox account.

Plans, security and regions

• Plans. Plans include a number of automation runs per month. A sending automation that creates an envelope, and each tracking automation that reacts to an event, count as one run each. See Plans and usage and the pricing page.
• Data. Documents pass through the app and aren’t stored. See Security, data storage and regions.
• Regions. The app runs in monday.com’s US, EU, AU and IL regions.

Set it up

1. Install Docusign Integration Plus from the Docusign integration page.
2. Open an item, open the app’s item view and click New envelope.
3. Connect your Docusign account in the Account step.
4. Send your first envelope from a template.
5. Click Automations in the item view and add a sending and a tracking automation.