Automations

Use Docusign in monday Workflows

Start a monday Workflow when an envelope sent from the app changes status, then update that item or attach its signed documents.

Updated

Use these blocks to run a monday Workflow when an envelope sent from the app changes status. The trigger passes on the item that sent the envelope, so any block after it can update that item.

  1. Envelope is completed
  2. Attach the signed documents
  3. Change the item's status

The blocks also work in Create from scratch in the Automation Center. The tracking templates in the Automation Center keep working as they do today. See Sync envelope status back to monday.com.

The blocks

BlockWhat it does
When an envelope sent from this app changes status (trigger)Runs when an envelope reaches the status you choose, for the item that sent it.
Attach envelope documents to item (action)Adds an envelope’s documents to a File column.
Docusign envelope actionsSend or draft an envelope. See Add the Docusign action to custom automations.

When an envelope sent from this app changes status

This trigger only runs for envelopes sent from the app, by an automation or from the item view, and only for the item that sent them. Set one trigger for each board.

FieldWhat to choose
AccountYour Docusign connection.
BoardThe board whose envelopes run this trigger. For subitems, choose the main board.
StatusSent, Viewed, Completed, Declined, Voided or Any status.
Apply toItems, Subitems or Items and subitems.
TemplateOne Docusign template, or 🌐 All Envelopes.

The trigger runs for every envelope on the Docusign account chosen in Account and on that board, including envelopes your teammates send.

What the trigger passes on

You’ll find these under Envelope data when you map the blocks that come after it.

FieldValue
Item IDThe main item. If a subitem sent the envelope, this is its parent item. It’s 0 when a subitem sent the envelope from the item view.
Board IDThe main board.
Subitem IDThe subitem that sent the envelope. It’s 0 when an item sent it.
Subitem board IDThe board that subitem is on. It’s 0 when an item sent the envelope.
Is subitemWhether a subitem sent the envelope.
Envelope IDThe envelope’s ID in Docusign.
StatusSent, Viewed, Completed, Declined or Voided.
Envelope nameThe envelope’s reference name, when it has one.
Email subjectThe envelope’s email subject.
Sender name, Sender emailWho sent the envelope.
First signer name, First signer emailThe first signer.
Last signer name, Last signer emailThe signer who signed most recently. Empty until someone signs.
All signer names, All signer emailsEvery signer, separated by commas.
Carbon copy emailsEveryone who gets a copy, separated by commas.
Voided reasonWhy the envelope was voided.
Decline reason, Declined by name, Declined by emailWhy the envelope was declined, and by whom.
Envelope created dateThe day the envelope was created in Docusign, in UTC.
Status changed dateThe day the envelope reached its current status, in UTC. On a Completed trigger, this is the day it was completed.

Attach envelope documents to item

This action downloads an envelope’s documents and adds them to a File column.

FieldWhat to choose
AccountA Docusign connection that sent the envelope or is one of its recipients.
Envelope IDMap Envelope ID from the trigger.
ItemMap Item ID from the trigger. To attach to the subitem, map Subitem ID.
BoardThe board with the File column.
File columnAn existing File column. Columns on subitems are labeled (Subitem).
DocumentsSigned documents, Certificate of Completion or Signed documents and certificate.

Docusign only lets the sender and the recipients of an envelope download its documents. If the trigger runs for an envelope a teammate sent, the step stops with a message unless Account has access to it.

Example: save the signed contract

  1. Add the trigger and set Status to Completed.
  2. Add Attach envelope documents to item. Under Envelope data, map Envelope ID to the trigger’s Envelope ID and Item to its Item ID. Then choose your File column.
  3. Add monday’s block to change a column, for the item in Item ID.
  4. Turn on the Workflow and send a test envelope.

What the send actions pass on

The Docusign envelope actions pass on Envelope ID and Status to the next block. Status is sent, or created when the envelope stayed a draft.

What the trigger doesn’t cover

  • Envelopes sent outside the app, such as from Docusign itself.
  • Finding items by signer email.

For both, use the tracking templates in the Automation Center. See Sync envelope status back to monday.com.

Some screens shown on this site are illustrations, so yours may look a little different.