Question

How to automate status updates in Monday.com and upload DocuSign files

Forum|Forum|11 months ago
February 5, 2025
26 replies
213 views

V

VGreen
Beginner

Please, I am having an issue with my zap and I need help.

I am trying to update column values in monday.com when a specific DocuSign envelop is sent and completed.

I want to send to DocuSign envelops and track them differently.

Aswell as DOwnload the sent and completed file into the Monday.com file column.

I don't seen to get the first connection, because on sending documents to different email addresses, it only updates on the email column, I chose during the zap setup.

I had to remove the filter I added to at least get the first step right.

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williamsj04
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Forum|Forum|10 months ago
February 26, 2025

To automate status updates in Monday.com and upload DocuSign files, follow these steps:

1. Automating Status Updates

Use Monday.com Automations:
- Go to Automations > Create Custom Automation
- Set a trigger (e.g., "When a task is completed")
- Choose an action (e.g., "Change status to Done")
Use Integrations:
- Connect tools like Zapier or Make (formerly Integromat) to trigger updates based on external events.

2. Uploading DocuSign Files

Use the DocuSign Integration in Monday.com:
- Enable it from the Integrations Center.
- Automate document signing and file uploads directly into Monday.com.
Use Zapier for Automation:
- Create a Zap to automatically upload signed documents from DocuSign to Monday.com.

These automation steps help streamline workflows, reduce manual work, and improve efficiency.

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1. Automating Status Updates

2. Uploading DocuSign Files

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