Please, I am trying to do a zapier automation to track documents sent from docusign to monday.com.
It should upload the sent and signed file when I envelop is sent and signed.
It should update the status column on monday to sent, delivered, signed accordingly.
It should also update the time column on monday.com when it’s sent or delivered or signed.
All the information with email addresses to be sent an evelope from docusign are already on the monday.com board.
I am stocked with updating the envelop on the monday.com board, the item ID I am using seems incorrect, please I need help.
Here’s the picture of the zap:
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Hey @VGreen,
Try giving only one item id for Update item action to make the update.
Right now, you are giving two id and I don’t think it supports multiple id’s. Hope it helps!
Hi @VGreen
Check the DATA OUT from your Zap step 2, which is likely returned 2 Monday Items found for the same email address.
I recommend saving the Docusign Envelope ID into a Monday Item Column, since that is a unique value.
Then you can use that as the lookup value for when the Docusign Envelope is signed, instead of using the email address, since there could be multiple Monday Items with the same email address.
Hi @VGreen
How did you get on with the suggestions from Sparsh and Troy here? Did either of those do the trick?
Let us know how it goes, want to make sure you’re all set!
@Sparsh from Automation Jinn This worked: Using one item id but I ran into another issue, I am trying to upload the sent and signed evelope into monday.com but I get a blank file uploaded instead of the sent evenope.
@Troy Tessalone “Then you can use that as the lookup value for when the Docusign Envelope is signed, instead of using the email address, since there could be multiple Monday Items with the same email address.”
Please, how do I save the Docusign Envelope ID into a Monday Item Column? I don’t know the envlope ID until the envelop is sent.
This is how the files gets uploded to monday.com
On opening it, you can see it’s empty.
THis is the Zap
I don’t know if I am making use of the right column value
Also, I tried replicating for the Received Zap, but I am unable get the item ID from the new sample.
@VGreen
Perhaps these should be your workflows…
ZAP 1
Trigger: Monday - Specific Column Value Change in Board
Action: Filter
Check for the desired Status column value
Action: Docusign - Send Envelope using Template
Action: Monday - Update Item
Log the Docusign Envelope ID
ZAP 2
Trigger: Docusign - Envelope Completed
Action: Monday - Get Items by Column Value
Search by the Column with the Docusign Envelope ID
Action: Filter
Make sure an Item was found
Action: Monday - Update Item
@VGreen
The issue with the blank file is likely due to an expired temp file object being tested with.
Temp file objects expire after a short time. (e.g. few hours)
Try testing Zap step 1 again to get a new fresh example to use to test the Monday action step file upload.
Hey @VGreen,
Glad that it fixed the initial issue. Regarding the other issue that you are getting into it’s because item id you are mapping from Get Items by Column Value is empty that’s why its throwing that error. You may want to retest it again and make sure that the test document exist and it outputs an item.
