Integrating Monday.com with DocuSign through Zapier allows you to automatically send documents for signature when items are created or updated in your Monday.com board.
- Log in to your Zapier account and open your automation dashboard.
- Click the Create Zap button at the top left of the page.
- Click the Trigger button and search for Monday.com in the app list.
- Select Monday.com as the trigger app for your automation.
- Click Select or Sign in and connect your Monday.com account.
- Enter your API key when prompted to authorize the connection.
- To get your API token, open your Monday.com account in a new tab, click your name at the top right corner, and select Developers from the dropdown menu.
- Open the API token section and copy your token.
- Click on Trigger Event, select an option from the dropdown list (e.g., “New Account”), then click Continue.
- Start mapping the required details, such as the board and other trigger fields, then click Continue with selected record.
- Search for and select DocuSign as the action app.
- Click Sign in to connect your DocuSign account.
- Select Production as your DocuSign environment, and click continue to docusign.
- Click Action Event and select the DocuSign action you want from the dropdown list.
- Click Continue to move forward and configure your action details.
- After finishing the configuration, click the Publish button to activate your Zap and start automating in real-time.
- Your Monday.com items will now automatically trigger DocuSign actions, and your integration is successfully set up.
