How to Integrate Monday.com with DocuSign

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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.

1. Log in to your Zapier account and open your automation dashboard.
2. Click the Create Zap button at the top left of the page.
3. Click the Trigger button and search for Monday.com in the app list.
4. Select Monday.com as the trigger app for your automation.
5. Click Select or Sign in and connect your Monday.com account.
6. Enter your API key when prompted to authorize the connection.
7. 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.
8. Open the API token section and copy your token.
9. Click on Trigger Event, select an option from the dropdown list (e.g., “New Account”), then click Continue.
10. Start mapping the required details, such as the board and other trigger fields, then click Continue with selected record.
11. Search for and select DocuSign as the action app.
12. Click Sign in to connect your DocuSign account.
13. Select Production as your DocuSign environment, and click continue to docusign.
14. Click Action Event and select the DocuSign action you want from the dropdown list.
15. Click Continue to move forward and configure your action details.
16. After finishing the configuration, click the Publish button to activate your Zap and start automating in real-time.
17. Your Monday.com items will now automatically trigger DocuSign actions, and your integration is successfully set up.