Automate DocuSign & Monday

Stop paying for mismatched spreadsheets. Sync data between DocuSign and Monday in real-time, so you can manage your operations without the busywork.

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Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["DocuSign"]
        T1(["Brand Created"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Monday"]
        A1(["Archive Board"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff

When DocuSign and Monday.com operate independently, critical data such as signed contract timestamps and project status updates can be lost. For instance, the sales team may receive a signed contract via DocuSign, but if this information isn't automatically reflected in Monday.com, the project management team remains unaware of the contract's completion. This leads to wasted hours as team members manually check DocuSign for updates and cross-reference with Monday.com, resulting in delays in project initiation and resource allocation.

Top Ways to Automate DocuSign & Monday

Automated Document Generation: Instantly create and send contracts or proposals from Monday.com using templates in DocuSign, eliminating manual entry and reducing turnaround time.
Real-Time Status Updates: Automatically update project statuses in Monday.com when documents are signed or completed in DocuSign, ensuring your team is always informed and aligned.
Seamless Task Management: Trigger task assignments in Monday.com based on document events in DocuSign, such as sending reminders for pending signatures or notifying team members of completed agreements.

How to Build the DocuSign → Monday Sync

In your DocuSign account, navigate to the Webhooks section and create a new webhook that listens for the 'Envelope Signed' event.
Configure the webhook to send a POST request to your integration endpoint with the payload containing the envelope ID, signer details, and timestamp.
On your integration server, set up an endpoint that captures the incoming webhook data from DocuSign. Extract the relevant fields: envelope ID, signer name, and signed timestamp.
Use the Monday.com REST API to create a new item in your project board. Make a POST request to the endpoint https://api.monday.com/v2 with a JSON payload that includes the extracted data, such as: {"query":"mutation { create_item (board_id: YOUR_BOARD_ID, item_name: \"Signed Contract - " + signer_name + "\", column_values: \"{\"timestamp\": \"" + signed_timestamp + "\"}\") { id } }"}.
Test the integration by signing a document in DocuSign and verifying that a new item appears in Monday.com with the correct details.

Developer Warnings & API Gotchas

Ensure that the envelope ID from DocuSign is mapped correctly to the corresponding item in Monday.com; if the mapping is incorrect, you may create duplicate entries or miss updates entirely.
Be cautious with the data types in the payload; for example, the timestamp format from DocuSign may differ from what Monday.com expects, leading to errors during item creation.
Monitor the webhook response status from DocuSign; if it fails, you may not receive notifications for subsequent signed envelopes, causing a gap in your project tracking.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in DocuSign... Brand Created

Do this in Monday Archive Board
When this happens in DocuSign... Click Agreed

Do this in Monday Archive Group
When this happens in DocuSign... Click Declined

Do this in Monday Archive Item
When this happens in DocuSign... Envelope Completed

Do this in Monday Create Board
When this happens in DocuSign... Envelope Corrected

Do this in Monday Create Column

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I can see you're looking at mapping DocuSign to Monday. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?