Docusign + monday.com: native app vs Zapier vs Make

The options compared

monday.com’s own app is described in its support article. Zapier and Make change their plans and connectors often, so check their current pages before you decide.

With a workflow tool, every event passes through steps you build and maintain:

1. Docusign envelope event
2. Zapier or Make
3. Your Zap's steps
4. Your board

With a monday.com app, the automation lives on the board:

1. Docusign envelope event
2. Docusign Integration Plus
3. Your board

When Zapier or Make is the better fit

• Docusign is one step of many. For example, a signed contract should also create an invoice, post in Slack and add a row to a spreadsheet. A workflow tool connects all of them in one place.
• You already run your workflows there. If your team maintains its automations in Zapier or Make, one more workflow may be simpler than one more app.
• You need an app that monday.com doesn’t connect to. Workflow tools cover thousands of apps.

The cost is that each workflow lives outside your board. Sending and tracking are usually two separate workflows, and the second one has to find the original item again, for example by searching a column for the envelope ID or the signer’s email. Every step that runs counts toward your Zapier or Make plan.

When a monday.com app is the better fit

• The workflow starts and ends on the board. A status changes, an envelope goes out, and the same item shows the result.
• People send by hand too. An item view lets anyone send, track and void envelopes without leaving monday.com.
• You want one place to manage it. The automations sit next to the board’s other automations in the Automation Center.

What Docusign Integration Plus adds

Compared with a workflow tool or monday.com’s own app, Docusign Integration Plus is built around the item:

• An item view for manual sending. Send from a template with columns filling its fields, or from scratch with files from the item. Save the mapping for the board, follow each envelope’s progress and activity, and void it. See The Docusign item view.
• Five sending triggers. A status change, a status change with a File column, a move to a group, a move to the board, or a button click.
• Exact status sync. Each envelope it creates is linked to its item, so a tracking automation always updates the right one.
• Drafts instead of errors. When a value is missing or doesn’t fit, the app saves a draft and tells you why, instead of sending something incomplete.
• Free testing. Runs with a Docusign sandbox connection never count toward your plan.

A typical pair of automations:

Send a Docusign envelope when a monday.com status changes sets both up step by step.

What to compare on cost

Prices change, so compare what each option makes you pay for:

1. Subscriptions. monday.com and Docusign in every case. A Zapier or Make plan for those tools, or the app’s plan for Docusign Integration Plus.
2. How usage is counted. Workflow tools count the steps that run. Docusign Integration Plus counts automation runs per month: each envelope a sending automation creates, and each tracking automation that reacts to an event. Envelopes sent by hand from the item view don’t count.
3. Upkeep. Someone has to fix a workflow when a column, template or connection changes. Count that time too.

See the Docusign Integration Plus pricing for its plans.

Moving a Zap to monday.com

1. List each Zap or scenario and what triggers it, for example “status changes to Approved”.
2. Add the matching sending template in the Automation Center and map the same Docusign template fields.
3. Add a tracking automation for each status update your old workflow made.
4. Test with Draft, or with a sandbox connection.
5. Turn the old Zap or scenario off, then switch the automation to Send.

For everything Docusign Integration Plus can do, read the Docusign and monday.com guide.